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Support Issues

Our Privacy Policy can be viewed on the Privacy Policy page

We will post any product support issues as we are made aware of them here. Currently we have one product available. Listed below is the Help guide for Checks 'n' Balances

Support for Check 'n' Balances CnB icon

Overview
Checks and Balances (CnB) is an electronic checkbook record keeper that works on your phone. It is designed to help track payments and deposits made each day. Since CnB works on your phone, you can keep track of transactions as they take place, instead of forgetting about them later.

CnB does not connect to your bank account and DOES NOT store your account number or critical information. If your phone is lost/stolen, no personal account information can be retrieved from CnB. CnB only keeps track of transactions & balances.

1. Add Transaction
Adding Transactions allows you to enter a transaction to the active account (see 3. Manage Accounts). Adding a transaction takes four steps. Selecting 'Cancel' during the adding process will cancel the new transaction.

1.1 Enter Amount
Use the number keys enter a dollar amount. Use the Star Key '*' or Down Button to clear digits. Use the Pound Key '#' or Up Button to swap the value positive or negative (+/-). The value changes either black or red to indicate (+/-). Use the Select Key or "OK" command to continue.

1.2 Select Type
A transaction type list is displayed. Transaction types indicate what type of payment/deposit was made. A type is "how" the transaction was made. Use the Select Key to choose a type or "OK" command to keep the current selected type. (see 4. Manage Types).

1.3 Enter Invoice
The transaction invoice helps keep track of the transaction, and is optional. If a transaction is a check, the invoice could be the check number. If it was electronic, the invoice could be a confirmation number. Not all transactions will have an invoice, like an ATM, where the invoice could be blank.

1.4 Select Description
A list of descriptions will be displayed. Transaction descriptions indicate "why" the transaction was made. Use the Select Key to choose a description or "OK" command to keep the current description. Use the "Add New" command to add a new description for the transaction (see 5. Manage Descriptions).

2. View Transaction
View Transaction command displays a transaction list for the active account. To view transactions in another account, use 'Manage Account' command to make the desired account active.

Using arrow keys, you can scroll up/down, left/right to view transactions. The scroll bar on the right side indicates where you are in the list. Also, the scrollbar indicates what directions you can scroll in the view.

Any credit transactions are displayed in black text, while debits are red. Pending transactions have a "duller" color of black/red. While viewing the transaction list, you can add new transactions, edit or delete existing ones, change the status to cleared, or merge cleared transaction into a single entry. Filter transaction viewed using the "View/Sort..." command.

2.1 Edit
Editing a transaction is similar to adding one, but gives more control over all transaction aspects. There are six steps to edit a transaction. Select 'Cancel' anytime during the edit process to cancel all transaction changes. Use the "Edit" command or Selection Key to edit the selected transaction. Note: there are three special transactions with descriptions of "Beginning Balance", "Merged Balance", and "Adjusted Balance". These transactions will only changing the amount (see 2.5 Merge Cleared).

2.1-1 Edit Amount
Use the Star Key '*' or Down Button to clear digits. Use the Pound Key '#' or Up Button to change the sign (+/-) of the transaction. Use the number keys to change the value of the transaction. Use the Select Key or "OK" command to continue.

2.1-2 Edit Date
The next screen will be the date screen. Use your mobile device's date selection methods to change the month, day & year of the transaction. Use "OK" command to continue.

2.1-3 Select Type
A list of transaction types will be displayed. Select the desired type, then the Select Key to change the type, or use "OK" command to keep the current selected transaction type.

2.1-4 Change Status
Set the status of the transaction with the Selection Key, or use the "OK" command to keep the status unchanged.

2.1-5 Edit Invoice
Use your mobile device's methods to edit the invoice field's text. Use the "OK" command to continue once the invoice is updated.

2.1-6 Select Description
Finally select the description from the displayed list. Use the Select Key to choose a description or "OK" command to keep the current description. If needed, add a new description using the "Add New" command.

2.2. Add
Add a transaction is identical to adding a transaction from the main menu (see 1. Add Transaction).

2.3 Delete
Delete a transaction by selecting the transaction, then the "Delete" command. Deleting a transaction is a permanent action. An alert box will ask to confirm the deletion before the transaction is removed.

2.4 Mark as Cleared
This command will quickly change the status of a transaction from pending to cleared with out stepping through the edit process. If a check cleared your bank account, "clear" the transaction to reflect the change in status.

2.5 Merge Cleared
The transaction list may become very large over time. The "Merge Cleared" command combines and removes all "cleared" transactions into a single value and stores the value into a special transaction with a description "Merged Balance". Merging transactions is a permanent action. An alert box will ask to confirm the action before the transactions are merged. Editing a "Merged Balance" changes the description to "Adjusted Balance" indicating changes.

2.6 View/Sort...
The "View/Sort..." menu is a sub-menu of display options for transactions. These options allow you to sort transactions and find specific transactions within a large list. Filtering transactions does not remove them from the account.

2.6-1 Sort Date
By default the list is sorted by date and displays all transactions. The order depends upon the option setting "Trans View Order" (see 6.1 Trans View Order).

2.6-2 Sort Type
This sorts the list alphabetically by type and displays all transactions.

2.6-3 Sort Description
This sorts the list alphabetically by description and displays all transactions.

2.6-4 Between Dates
This option allows you to choose two dates and displays transaction recorded within those dates.

2.6-5 Single Type
This option displays transactions matching the selected type. This quickly allows you to find a transaction of any type.

2.6-6 Single Description
Similar to "Single Type" option; but displays only transactions with a matching description.

2.6-7 Cleared
Displays only cleared status transactions.

2.6-8 Pending
Displays only pending status transactions.

2.6-9 Credits
Displays only credit transactions.

2.6-10 Debits
Displays only debit transactions.

3. Manage Accounts
Manage Accounts command displays a list of accounts created. The active account is indicated by a blue star. All new transactions are recorded into the active account. An account is a collection of transactions and does not contain personal information. There are four commands to manage accounts.

3.1 Show Balance
Displays the active account's actual & available balances. This allows you to view the balances quickly instead of scrolling to the end of the transaction view.

3.2 Set Active
The active account is indicated by a blue star icon. An account that is active will receive all new transactions. To set an account active, use either the Select Key or "Set Active" command.

3.3 New Account
Creating a new account takes two steps, entering the account name & starting balance.

3.3-1 Account Name
Enter the account name using your phone's methods of text entry. Account names must be unique.

3.3-2 Starting Balance
Enter the starting balance like entering a transaction amount. Using the number keys, enter the starting dollar amount. Use the Star Key '*' or Down Button to clear the last digit. Use the Pound Key '#' or Up Button to change (+/-). The value changes black/red to indicate a (+/-) value. Use the Select Key or "OK" command to create the account.

3.4 Delete Account
Deleting an account removes all records stored in the account. If an account is deleted, it can not be restored. An alert box will ask you to confirm deleting the account. The active account can not be deleted. If you need to delete the active account, make another account active then delete the desired account.

4. Manage Types
Displays a list of transaction types, each displays an icon. Transaction types have two categories, instant or pending status. A green exclamation '!' indicates an instant transaction. These clear your bank account at the time the transaction is made, like an ATM withdrawal or Direct Deposit. A gold watch indicates a pending transaction. These transactions take time to clear your bank account, like writing a check or credit card payment.

4.1 Edit
Use the edit command to change the transaction type name and clearing status. Editing an existing type will change all transactions of that type in all accounts.

4.2 Add
Add a transaction type takes three steps. First, enter the name of the new transaction type, up to eight characters. Like "ATM-2" to indicate a second debit card. Next, select the clearing status either instant/pending. Finally, select "OK" to create the new type.

4.3 Delete
You can delete any transaction type except "misc". Select the type to delete, then the "Delete" command. You will be asked to confirm your action. Deleting a transaction type used by any transaction will change it to "NON-TYPE!", which can be changed by editing the transaction.

5. Manage Descriptions
Displays a description list. Descriptions describe the reason for the transaction; like a memo on a bank check. Descriptions created by "Add New" when adding/editing a transaction will be listed here.

5.1 Edit
Use the edit command to change the text of the description. Any changes will be reflected for all transactions using that description when viewing the transactions.

5.2 Add
Use the add command to create a new description to be used for your transactions.

5.3 Delete
Use the delete command to remove any unneeded descriptions. If you delete a description that is used by any transaction, the description will change to "NON-DESCRIPTION!", which can be changed by editing the transaction.

6. Manage Options
There are two options used for displaying transactions.

6.1 Trans View Order
Changes the order of the transactions are listed. "Earliest first" shows the earliest transaction at the top. "Latest first" shows the last transaction at the top of the list.

6.2 Font Size
Changes the size of text displayed in the transaction view. Choose the size that allows you to maximize the information displayed while keeping the information readable.

7. Registration
CnB offers a completely functional 30 day trial period. Once the 30 days have elapsed, CnB requires product registration for continued use.

7.1 Payment
Visit Checks'n'Balances product page at www.pixel-cube.com. The product page will have a "buy now" button to make a $7.99 payment via paypal.com. IMPORTANT: be sure to include your 16-digit serial number and a valid email address with your payment! We can not send a registration key with out your serial number!

7.2 Registration
Once both payment and serial number has been received, we will send by email your 16-digit registration key. Enter your registration key into the "Key:" field within the Options screen and use the "Register" command to submit your key. You will see a message confirming you have registered the product.

 
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