HOWTO: Get Started with Keep Track

Use Keep Track as a receipt manager for your online and phone transactions. You can record the receipt number in Keep Track’s Notes field. You won’t need to print every order confirmation, because you’ll have a convenient record of all of your transactions. You can use Keep Track for your direct deposits and automatic banking transactions, too, and set up a One-Touch button to easily record them.

Set up the One-Touch Buttons for your most frequent transactions in a way that makes sense to you. You can use the button locations and names to make it even easier to find your most commonly-used buttons.

If you don’t know what amount will be when you create a One-Touch transaction, you can configure the button to ask you for amount each time you use that One-Touch button. You can use these to easily record regular purchases or charges you make from the same bank account or credit card to the same store for different amounts.

Use the Notes field on the Enter Transaction screen to store a transaction number or confirmation number or a short phrase that will remind you what the transaction was for. You can also record expected delivery dates, or items ordered.

On the Transactions List screen, you can tap a column header to sort the list by that column.

You can correct or change information in any record by double-clicking on the transaction.