Why don't checks appear in my transaction ledger?

If you are hunting for a check on the Transactions tab and can't find it, nothing is missing. Checks have their own Checks tab, and they stay off the main ledger on purpose.

Where do the checks on the Checks tab come from?

When CounselPro processes a statement, it pulls the check images the bank printed and analyzes them on their own: the check number, the amount, the payee, the drawer account, and whether the check was money in or money out. The Checks tab is that analysis. It is a read of the check images, not a second copy of your transaction rows.

The only thing CounselPro matches a check image to is its own page in the statement PDF, so you can open any check and confirm it against the source. It does not tie a check image to a specific row in the ledger.

Why isn't a cleared check listed as a transaction?

Because it already is. When a check clears, the bank posts it to the statement as a debit or credit, and CounselPro reads that line into your transaction ledger like any other. The check amount is already counted there. Listing the check image as a second row would count the same money twice and throw off your totals.

So the two tabs answer different questions:

• The Transactions ledger tells you the money moved: the cleared amount, the date, the account.

• The Checks tab tells you about the check itself: who it was written to, its number, and whether it reads as money in or out.

What is different about the Checks tab?

The Checks table is the same ledger view with a few changes that fit checks. It adds a Direction column (money in or out) and the check number, and it drops the Account Type column and the favorite star, which don't apply to a check. A check whose direction CounselPro couldn't confirm shows Needs review, and you set it in the check review workspace.

The Checks tab also rolls the checks up by drawer account, so you can see how many checks each account wrote and catch a payee or an account you did not expect. When something there looks off, it is one of the items worth clearing before you rely on the numbers.