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CheckBook Pro
CheckBook Pro 2.3.2
Your rating: Now say why...

(15) 4.6

Manage personal checking accounts.   Shareware ($24.95)
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Email me when discounted
  • Download Now
    6.2 MB
  • Visit Developer's Site
    Splasm Software
CheckBook Pro ... When you need more than a basic check register and reporting tool, try on CheckBook Pro, featuring everything in CheckBook, our powerfully simple personal finance manager, and then some. Want a summary of all your accounts at once? How about an advanced search based on any combination of criteria? What if you'd like to change the date or description for a group of transactions in a single stroke? With CheckBook Pro's simply powerful data management tools it's just plain easy.

Features Include:
  • Friendly, single-window interface
  • QuickFilter,
What's New
Version 2.3.2:

Fixes:

  • Schedules that begin on a weekend and are set to use the preceding Friday now create their first Entry on schedule
  • Categories and Types reload properly when switching Accounts files
  • Account Summaries in All Accounts will display Entry Amounts according to their parent Account's Currency format
  • On Mac OS X 10.5.x and earlier the last selected Account is remembered between sessions and selected by default
  • QIF Import now recognizes presetTypes in each transaction's N field
  • Account Summaries now print properly in Mac OS X 10.4.x
  • Accounts files can now be shared by multiple users on the same Mac without affecting permissions
  • Corrects a potential crash when using custom To/From or Description lists
  • Miscellaneous user interface adjustments
Version 2.3.2:

Fixes:

  • Schedules that begin on a weekend and are set to use the preceding Friday now create their first Entry on schedule
  • Categories and Types reload properly when switching Accounts files
  • Account Summaries in All Accounts will display Entry Amounts according to their parent Account's Currency format
  • On Mac OS X 10.5.x and earlier the more...
Requirements
PPC / Intel, Mac OS X 10.4 or later



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

sort: smiles | time
burypromote
+1

+1

Helen.D reviewed on 06 Mar 2012
I jumped around to choose between CheckBook Pro and Numeric Notes for finance calculations. I ended up with both of them, and seems both apps more complementary than competing. I calculate all stuff in NN and if I want collect this information, I just put it into the CheckBook.
[Version 2.3.1]

1 Reply

burypromote

+2
SchmittM replied on 10 Mar 2012
Thanks for advice, don't know about Numeric Notes app before.
burypromote
+1

+355
Anon-Bud commented on 21 Aug 2011
I just had to add a comment:

I spent a few weeks in Scotland this summer and was happy to find that CBPro has the capability of translating exchange rates between currencies. This has been great in keeping my finances together. I've even got a separate petty cash account that keeps track of my British Pounds.

Still waiting for the iPad/iPhone version. Can't wait!
[Version 2.2.1]


burypromote
+2

+355

Anon-Bud reviewed on 22 Jul 2011
All together now: It's still the best. Better than all the rest...

'nuff said!
[Version 2.2.1]


burypromote
+4

+4

gm_wil reviewed on 30 Jun 2011
Ever since I started using Checkbook Pro, balancing my account has never been so easy. I'm pretty computer savvy, but get very frustrated and extremely lazy when I'm forced to learn something complicated that shouldn't be. All I wanted was a simple, click-minimum program to keep a record of my account and not accidentally go overdrawn by a few bucks by a forgotten entry. Simple, easy, and to the point. I don't need graphs, formula's, or mind-boggling graphical representations of my spending at the coffee shop. Debt, Deposit, Balance. I've saved a ton of pesky bank charges by keeping my numbers straight. The only reason I gave it a 4.5 on Stability is because having all 5 stars looks unrealistic. My affection for CB-Pro is as deep as my love for MAC.
[Version 2.1.1]


burypromote

-21

Mark Lee reviewed on 09 Jun 2011
— Can't work with anything beside US dollars.
— Even though it says it pulls date formats from System Preferences, it doesn't.
— Text becomes hardly readable when you select it.
[Version 2.1.1]

3 Replies

burypromote
+4
Splasm Software (developer) replied on 29 Jun 2011
Hi Mark!

Can we work with you on each of these issues? Usually best to do this in email but let's take a stab right here!

- CheckBook Pro includes built-in support for several currencies besides US dollars and users can easily add/remove/modify currencies by selecting "Edit All Accounts..." from the Account menu or by double-clicking the All Accounts item at the top of the Accounts drawer. Each Account has a Currency you can change by selecting "Edit Account..." from the Account menu or by double-clicking the Account in the Accounts drawer. Can you share how CheckBook Pro is limiting you to US dollars there?

- CheckBook Pro uses either the short or long date formats as set by the user in System Preferences. You can choose which by selecting "Preferences..." from the CheckBook Pro menu and navigating to the Dates section. Can you tell us how that works for you?

- When highlighting items in lists, CheckBook Pro uses a variant of the system-wide text highlight color set in System Preferences, sets the selected text color to white, bold-faces the selected text and places a dark shadow around it. This may not work well with some fonts, font sizes and/or highlight colors. You can change the font and font size CheckBook Pro uses in Entries by selecting the "Preferences..." option in the CheckBook Pro menu and navigating to the General section. If that doesn't help please let us know which font and font size you've selected - and, if possible, select some simple text in an app like Text Edit and send us a screenshot at support@splasm.com.

Thanks for your help, Mark!
burypromote

-21
Mark Lee replied on 29 Jun 2011
- Thanks, I was looking for that in the application preferences. Good to see it has Russian Rubles. Although, I think it would be great to have a longer list of currencies (Chinese, Ukranian, etc).

- By date formats I meant the Middle Endian (mm/dd/yy) vs. the Little Endian (dd/mm/yy) formats. Even though I have the Little Endian format set in my system preferences, CheckBook Pro still uses the Middle Endian.

- The system-wide text highlight system does not add neither bold, nor shadow. It only adds those in Finder's shortcut/favorites panel and the shadow is very vague so that it doesn't obstruct the text itself. In case of CheckBook, shadow makes the reading less comfortable. It would be better to remove it (or have an option in the app preferences), so the highlight would look like the one used in the system-wide menus or in FInder's main window area. Here's what I mean: http://snapplr.com/snap/fgcz
burypromote
+1

-21
Mark Lee replied on 29 Jun 2011
I've sent an email to support@splasm.com with a copy of our conversation as well as my recent reply with some more screenshots.
burypromote
+2

+48

Eodtech reviewed on 01 Feb 2011
Prior to CBP I had used Quicken, Money Dance and several other financial s/w. I really have any need for graphs, pie charts, reminders, etc. I wanted a down and dirty program to keep bank accounts ( savings, checking, MMA , etc ) . I started with the original CB and upgraded to CBP. A couple nice features: You can print the register for your checkbook to a PDF file which is handy for year end expense verifications and permanent written record. Backing up the CBP files is a snap and restoring the info is a snap. Columns, entries, etc can be customized to your needs. Program has never crashed, very stable in the MAC environment. 100% happy camper with this app.
[Version 2.1.1]


burypromote
+1

+361

Penguirl reviewed on 25 Jun 2010
I have been using CheckBook Pro since the 1.x days and I am very happy with it. It suits my needs better than any other finance app I've tried including Quicken, ChaChing, Buddi, and Economix. Also the developer support is excellent - when I wanted to move the db to Dropbox so I could access it from both my desktop and notebook the developer gave me the information I needed so I could make it happen. And the price is reasonable to boot, especially when compared to other shareware/commercial finance apps.

For me the only shortcomings I can see is that the summary graphs are not the easiest to read, you have to do some scrolling which makes it hard to do a visual comparison of the different items. Also the split function could be a little more intuitive with an auto-fill of the remaining transaction balance and payee. But these are both so minor they have little impact on CheckBook Pro's usefulness.
[Version 2.1.1]


burypromote
+3

+4

Stevenew reviewed on 15 Feb 2010
I was looking to change accounting app, like many others I downloaded a few to try out. Checkbook Pro seemed straight forward & easy to use, however I encountered a problem importing a csv file, so I contacted the developer. I received a reply almost immediately and within a couple of messages the problem was solved. I was so impressed with the quality of support I purchased the family pack version. I now have 3 years worth of 3 accounts all setup and its all been painless.

As far as I can see all thats missing from this app is the ability to connect to online accounts (not a problem for me as I just download my monthly statement and import it) and a iPhone app, I believe there are new features going to be added in the very near future, including these.
[Version 2.0.4]


burypromote
+6

+355

Anon-Bud reviewed on 20 Jul 2009
I've spent hours looking at virtually all the personal finance programs available for the Mac and I've decided to migrate fully to Checkbook Pro.

I still really like Quicken--despite it's flaws and non-development--but have been wanting to move away from it due to lack of any real support and continued development from Intuit. CBpro is simple to use, it's interface is really very nice and doesn't get bogged down with a lot of snazzy bells and whistles like a lot of the others have.

Right now, CBP is not iPhone ready, but the developers are devoting a great amount of time putting this in place. They are also looking at adding direct connection to financial institutions.. These are not major problems for me right now, as I am willing to wait for their final results in these two areas.

Check out this app!
[Version 2.0.3]


burypromote
+1

+102
Chriswan commented on 02 Jun 2009
I have tried many alternatives like C**-C****, M********, and several others; But I still stick with this app

This app might probably be all I ever need for personal finance

Definetly, one of the best small investment I've ever made
[Version 2.0.3]


burypromote
+3

+48
Eodtech had trouble on 05 Nov 2009
I am a registered user of CBPro

I recently had a "farkle" on my Admin account and had to make a new user account, transfer info, etc

When started CBPro it could not find the accounts.plist and neither did Spotlight!

So Logged onto CheckbookPro WWW site and took a look at the FAQ.

Well all my questions were answered in the FAQ - copied my backup accounts file from my external hard drive and everything was just the way I left it under the old user account

FANTASTIC - you are by far way ahead of the competition in this regard, I have never see a FAQ that covers just about all the possibilities of what can go wrong

You are to be commended, thanx for 1 less headache
[Version 2.0.4]




Navarras@comcast.net-Ta$u rated on 23 Feb 2012

[Version 2.3.1]



+7

Emrys0821 rated on 25 Nov 2011

[Version 2.3.1]




MacFTW rated on 04 Nov 2011

[Version 2.3]




Willard Cook rated on 03 Jun 2011

[Version 2.1.1]



-1

Rawphotodesign rated on 14 Jan 2011

[Version 2.1.1]


Downloads:13,437
Version Downloads:300
Type:Home & Personal : Personal Finance
License:Shareware
Date:23 Apr 2012
Platform:PPC / Intel
Price: $24.95
Overall (Version 2.x):
Features:
Ease of Use:
Value:
Stability:
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CheckBook Pro ... When you need more than a basic check register and reporting tool, try on CheckBook Pro, featuring everything in CheckBook, our powerfully simple personal finance manager, and then some. Want a summary of all your accounts at once? How about an advanced search based on any combination of criteria? What if you'd like to change the date or description for a group of transactions in a single stroke? With CheckBook Pro's simply powerful data management tools it's just plain easy.

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
  • Smart Folders - search your data using any combination of criteria
  • Folders - group or archive your Entries any way you want
  • Global Account Summaries - reports for all your Accounts
  • Multiple Entry Change - quickly change the details for the current selection
  • And more!
On sale for $19.95 through January 15th!
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