Frequently Asked Questions (FAQ)
Various tips and tricks from users. Vote for the most helpful tips.
- 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 Yodlee Accounts to Cheqbook Linked Accounts
- 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 White Listing and Black Listing work
- Why we chose a set or pre-defined Chart of Account
- Minimizing the Hassle of MFA (Multi-Faceted Authentication)
- CSV Problems with Excel
- Comma Separated Value (CSV) Import Guide
- Managing VAT or Value Added Taxes in Cheqbook
- Quick Guide to Linking Accounts with Yodlee
- How Cheqbook "mixes" Business & Personal Spending - an Overview
- How to do a Bank Reconciliation
- 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.
- Foreign Currencies and Banks
- Best method to convert to Cheqbook? Cutoff!
- How can I manually sync a linked account?
- How to accept online payments via Veracity Payment Solutions
- How to update your credit card info