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  1. Cheqbook Support
  2. Frequently Asked Questions (FAQ)

Frequently Asked Questions (FAQ)

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  • ★ Can't Stand Captcha? Neither can we! Switch to a Social Login with Google, Facebook, or LinkedIn.
  • Linking your existing accounts with MX
  • What does "Reverse Sign" do, why is it needed, and how to avoid problems using it.
  • What is Net Transfers to/from Personal on my Balance Sheet?
  • Adding MX Accounts to Cheqbook Linked Accounts
  • Why is my account locked after submitting a bad credit card?
  • Data, User and Transaction Limits
  • Original Bank Data Always Available!
  • Quarantine vs. Immediate Mixing
  • How to reactivate your subscription
  • Terminology in Cheqbook? Why knowing the different account types helps.
  • How the Red, Yellow, Blue and Green Color Coded Icons make Cheqbook special
  • Cash or accrual basis, yes!
  • How Keywords and Excluded Terms work
  • Why we chose a set or pre-defined Chart of Account
  • Minimizing the Hassle of MFA (Multi-Faceted Authentication)
  • CSV File Format Problems, Especially with Excel
  • Comma Separated Value (CSV) Import Guide
  • Managing VAT or Value Added Taxes in Cheqbook
  • Quick Guide to Linking Bank Accounts
  • How Cheqbook "mixes" Business & Personal Spending - an Overview
  • How to do a Bank Reconciliation the Cheqbook Way
  • Security and Privacy Questions
  • Creating "linked" accounts for manually uploaded transactions only (or what to do if your bank isn't listed?).
  • Duplicate transactions: a discussion
  • Who owns my account?
  • More Troublesome Bank Connections (level 2)
  • Sadly, some banks are listed but never work (we're looking at you PayPal)
  • Foreign Currencies and Banks (International)
  • Best method to convert to Cheqbook? Cutoff!
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