Can I write the check for my allocations and view the Allocation Report at the same time?

To view the report while writing a check for you allocations:

  1. From the Checkbook screen, click on Check or E-Check to start a new check.
  2. Click the Show Allocations >> button. This button will be at the bottom right corner of the Transaction Register.

If you are using the Schedule (or Check Scheduler):

  1. On the Scheduler screen, click the Show Allocations button in the upper right corner.