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CheckBook
CheckBook 2.3.1
Your rating: Now say why...

(1) 5

Manage personal checking accounts.   Shareware ($14.95)
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  • Download Now
    6 MB
  • Visit Developer's Site
    Splasm Software
CheckBook ... "Where does all my money go?" you've asked yourself. You've written it down in your paper check register but it can't sort and categorize your transactions and it will never balance itself. You've tried medieval torture devices like Quicken® but they're so full of features you'll never use that it's actually painful just to enter the raw data. What you really need is a friendly personal finance tool that gets the basics just right and keeps things simple. That's where we come in. Introducing CheckBook 2, the powerfully simple personal finance manager.

Features
What's New
New Features:
  • Autocomplete in Split Line Items
  • Options for exporting Split Line Items to Text
Fixes:
  • Minor adjustments to autofill in Split Line Items
  • Sorting by date retains order of entry for Entries with the same date
Requirements
PPC / Intel, Mac OS X 10.3.9 or later







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CheckBook User Discussion (Write a Review)
ver. 2.x:
(1)
Your rating: Now say why...
Overall:
(15)

sort: smiles | time
burypromote
+3

+3

Vague_Logic reviewed on 10 Aug 2008
I wanted to move all my applications from the PC to the Mac. For personal finance, I have used Quicken for years although I stuck at Quicken 2000 as it did all I needed.
After searching reviews I narrowed the choice down to three products. Checkbook looked the simplest and was least expensive; on that basis I decided to try it first. I actually bought the Pro version as it was still less expensive than the competition. My only concerns were that it might mess up imports from Quicken and be a bit light-weight.
As it turned out I was wrong on both points. The QIF file import worked near perfectly even sorting out the UK date format correctly. Only the "Type" of payment failed to come over although cheque numbers did. Even with several years of transactions, I was able to manually populate this field using the selection, sorting, and multiple record update features of Checkbook Pro.
The interface is brilliantly straightforward, the help has always pointed me in the right direction and I find it much quicker to use than Quicken. The only shortcoming is on the reporting side if you need that. It does summaries but is not as comprehensive as much more expensive rivals. I'm not worried as what I want and maybe this will come with updates.
Don't pay anymore for personal finance software buy this and give the developer a boost by getting the Pro version.
[Version 2.0.1]

2 Replies

burypromote

Karenkay34 replied on 07 Jan 2010
Would you recommend this to a notice computer user. I just got the mac for Christmas?
burypromote

+369
Fishscale replied on 25 Jun 2010
Yes, this app is super easy to use but powerful enough to handle whatever ledger need you have.
burypromote
+2

+29

Skyhorse reviewed on 26 Oct 2007
I've been using this application now for three and a half years, and have many thousands of entries in it. I came to it the hard way, after using Quicken since 1993 (in Windows) and finding that since the Y2K change to Quicken that it began to forget an occasional previously reconciled transaction every now and then, which made it impossible to balance my checkbook. This happened in both Windows and Macintosh versions. I've also tried most of the other Macintosh financial software over the last six years as well. Some like iBank had a very rough transition to Universal, and others either didn't have what it took over time or lacked the right mix of features to be able to quickly and easily track my finances in ten different accounts including investments, with transfers between them. Checkbook has never faltered anywhere! It has consistently produced accurate, very easy to use and track results, is very easy to set up, and does exactly what it says it will, inexpensively and effectively. It doesn't have all the reporting features of Quicken or neat pie charts like some, but the charts it does produce are clear and easy to read...and do cover all categories of info. This is an outstanding application that combines both ease of use with utter reliability and accuracy. I couldn't recommend it more highly.
[Version 1.8.1]


burypromote

+32
francola commented on 29 Jun 2007
Perfect for what I needed! Replaces your checkbook registry and automates many of the things necessary to keep up with your finance.
[Version 1.8]


burypromote

+5

crucial reviewed on 19 Jun 2007
A great app.

Behaves as you would expect it to, its stable, easy to use, has a totally consistent interface. To be recommended, especially at the price of $18 and often on 'special' for less.

The search, or filter is incredible allowing you to see in an instant what you have spent in any time period, or on any type of transaction.

A few issues though.
1. The icons have to be some of the ugliest I have ever seen on a mac app.

2. Updates are very slow. 2.0 has been promised as any day now for over 9 months.

3. The simplicity of the app creates problems as it is lacking some refinement. This would be ok in a 1.0, but not a 1.8 that has been out for 3 plus years and is still not at 2.0.

4. Types have to be set in each accounts preferences individually, and have to be added twice for deposit and withdrawal. They also can not be copied from account to account. Splits are very primitive, to the point that they are basically useless.

5. Transactions are color coded, but with only three colors it is impossible to see if a transfer is a deposit or withdrawal.

6. Missing the ability to turn columns on and off. All your accounts including loans and credit cards have a check column even though these account types do not normally have checks.

7. Not enough keyboard equivalents means that you are constantly moving from mouse to keyboard while reconciling.
[Version 1.8]


burypromote

+30

musi reviewed on 10 Apr 2007
I bought this app over a year ago and it is great. I do a lot of transfers from one account to another (one account for ATM POS and online banking, and the other for checks), and this app tracks this superbly. It has a section for notes so you can log your receipts, payments, etc. It is extremely stable, accurate in its calculations, and has a very easy intuitive GUI. It also allows for flexible and user-definable reports. When I see the screenshots of all the similar apps, I still am very glad I bought this one. Highly recommend it.
[Version 1.8]


burypromote
+1


Anonymous reviewed on 29 Jul 2005
This could be used as a textbook example of what a good Cocoa application can be like: simple, clean, straightforward, no bells, no whistles, just does the job with no fuss.
[Version 1.5]


burypromote


Anonymous reviewed on 19 May 2005
My wife and I have used this program for some time. Support is fantastic and the program continues to improve. The program is easy to use, stable on my system, has lots of features and the value is the best. 5 stars is not enough.
[Version 1.4]


burypromote


Anonymous reviewed on 02 Mar 2005
From an e-mail I sent to the developer on first using the app:


I downloaded a bunch of shareware financial applications and I'm going with yours for now. [...] You guys obviously know what you're doing. [...] The only financial application interface I really liked previously was Pocket Quicken for my Newton. Yours seems clearer even than that.
[...]
A first look at the application betrays a good practical knowledge of interface design on your part; clearly raised, sensibly sized buttons with good labels, consistency with other OS X metaphors etc. This application started behaving as I expected it to the moment I used it. I look forward to using CheckBook more.

Thank you,
[Version 1.3.6]


burypromote
Splasm Software (developer) commented on 03 Sep 2004
Thank you all for your suggestions, support and feedback!

We encourage any user who observes unexpected behavior from CheckBook to contact Splasm directly at support@splasm.com. With your help, we can quickly diagnose and resolve any issue, then deliver the fixes to our entire user base.
[Version 1.3.2]


burypromote


Anonymous reviewed on 03 Sep 2004
QIF importing does not work properly. Some entries get random dollar values.
[Version 1.3.2]

1 Reply

burypromote
Splasm Software (developer) replied on 03 Sep 2004
Thank you for reporting this, Murray. We were unaware of any issue with QIF Import producing incorrect Entry Amounts.

We encourage you to contact Splasm's technical support directly at support@splasm.com. With your help, we will quickly diagnose and resolve this and any other issues you may be experiencing. We can then package and deliver the fixes to our users.
There are currently no troubleshooting comments. If you are experiencing a problem with this app, please post a comment.

There are currently no ratings. Write a comment or review now.

Downloads:33,538
Version Downloads:868
Type:Home & Personal : Personal Finance
License:Shareware
Date:23 Nov 2011
Platform:PPC / Intel
Price: $14.95
Overall (Version 2.x):
Features:
Ease of Use:
Value:
Stability:
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CheckBook ... "Where does all my money go?" you've asked yourself. You've written it down in your paper check register but it can't sort and categorize your transactions and it will never balance itself. You've tried medieval torture devices like Quicken® but they're so full of features you'll never use that it's actually painful just to enter the raw data. What you really need is a friendly personal finance tool that gets the basics just right and keeps things simple. That's where we come in. Introducing CheckBook 2, the powerfully simple personal finance manager.

Features Include:
  • Friendly, single-window interface
  • QuickFilter, an advanced search field that turns "those other search fields" on their ear
  • Scheduled Entries, the easy way to manage your monthly bills
  • Account Summaries, customized reports to help you visualize where your money came from and where it's going
  • Categories, giving you the power to group your transactions as you see fit for more accurate reporting
  • Splits, with support for categories in each line item
  • Transfers between accounts
  • Printing that works
  • OFX, QIF and CSV/Text import
  • Multiple currency support
  • And more!
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