CheckBook Pro
CheckBook Pro overview
CheckBook Pro is more than a basic check register and reporting tool: it features everything in CheckBook, our powerfully simple personal finance manager, and then some. Get a report for all of your accounts at once. Search for transactions with any combination of criteria. Group your transactions into folders. Change the details of a group of transactions in a single stroke. CheckBook Pro's simply powerful data management tools make it all just plain easy.
Basic Features
- Precisely manage your finances:
- Find transactions with simple searches or dozens of powerful criteria
- Reconcile your accounts to the penny
- Schedule transactions that repeat periodically, like monthly bills and paychecks
- Track cash flow over time with customizable reports so you can see where your money came from and where it's going
- Import from other personal finance apps or your bank:
- Strong support for OFX, QFX, QIF, CSV, and Text
- Import from Quicken Essentials for Mac
- Share and sync your data:
- Sync with other users on a local network
- Sync with iCloud, when used on OS X 10.8 Mountain Lion
Pro Features
- Save complex searches as Smart Folders so you can search again and again
- Group your transactions into folders, to tidy up or begin a new year
- Quickly change the details for a group of transactions, instead of one at a time
- Report on all your accounts at once
- See pending scheduled transactions for all your accounts with a single reminder
What’s new in version 2.7.22
Updated on Jul 19 2023
- Prevents a crash that can happen when the Schedule Reminder appears in a document with two or more Accounts using different Currencies.
- Tweaks the new Show Matching Items In Entry Detail Menus feature to not automatically show menus when no items are available.
- Corrects an issue where editing a value in the Schedule Reminder’s Amount column could lose the cents or fractional part of the amount.
- Corrects an issue where the original Account may be ignored when duplicating a Transfer Entry.
- Includes several minor user interface tweaks and optimizations.
Information
App requirements
- Intel 64
- Apple Silicon
- OS X 10.11 or later
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What customer like
Value
Stability
Performance
What needs improvements
Social media integration
Customization
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Comments
User Ratings
Aug 21 2023
Version: 2.7.22
I was a little nervous about abandoning Quicken but they got so greedy and without a new version and a subscription the additional features wouldn't work anyway so I tried Checkbook Pro and it does everything Quicken was doing. They reply to comments and suggestions, quickly and -- I know this will be hard to believe -- make it sound like they actually like hearing from their users. It's like going back in time. Yes, actual customer service.
Jul 15 2023
Version: 2.7.9
Very happy with updates, special last one. I use Checkbook Pro many years. Best App for your finances. Always give quick answers for your questions.
Apr 16 2023
Version: 2.7.9
I really appreciate the highly functional yet simple nature of this app. I've been a user for many years, and though my needs are more basic it has never let me down. The support and available forum are dependable and useful when needed. I also appreciate the one-time purchase vs a subscription model.
Mar 10 2023
Version: 2.7.9
I have used this for years and really like it. I sync between my desktop and my laptop and would love to be able to do that with an ipad. Trying the import export function doesn't work as well for me
Feb 1 2023
Version: 2.7.9
Great little program. Not overly complicated, simple, reliable and a pleasure to use and the support is super.
Jan 2 2023
Version: 2.7.9
I just posted an actual review but forgot to mention that it was seamless and easy to import my check registers from Quicken, one of which had 25 years worth of transactions in it, so I was impressed! Thought people might want to know that.
Dec 28 2022
Version: 2.7.9
Easy to use, easy to track finances, terrific customer support. Lots to like, nothing to complain about.
Dec 11 2022
Version: 2.7.9
Works great. I was a former Quicken user, and this does everything I did with Quicken
Sep 15 2022
Version: 2.7.9
Excellent software. I was a Quicken user. This does everything I did in Quickbooks.
Sep 14 2022
Version: 2.7.9
This is a fantastic app. It makes keeping track of and balancing your check books easy without the complication, bloat, and pile of additional features found in all the other programs I looked at. Once I found CheckBook Pro (many years ago) I have not ever felt the need to look at another app for this purpose.
Aug 19 2022
Version: 2.7.8
Does the job pretty seamlessly. Had to contact customer service once in the beginning and they were very responsive. Some things like making a transfer seem to be needlessly cumbersome, but can be done between accounts. Good value for the money.
Aug 10 2022
Version: 2.7.8
Fantastic app. It just gets to the point. Helps me balance my checkbook needs without excessive application bloat. I have a biz and a personal dataset. No problems. I keep the database in the cloud so I can update my checkbooks from either of my 2 Mac's. Almost flawless.
Aug 9 2022
Version: 2.7.8
I like the software and have been using it for several years...simple and fairly easy to use...it does what I need it to do with very little trouble. Thanks!
Jul 1 2022
Version: 2.7.7
CheckBook Pro is a flexible, powerful way to keep my artist business in order while also attending to personal finances. Its flexibility enables me to reconfigure data in an amazing variety of ways to get just the info I need for tracking business and personal expenses, as well as schedule future expenses and regular income.
CheckBook Pro has everything I need to report sales and income taxes.
Jun 14 2022
Version: 2.7.7
CheckBook Pro is a great pay one time app that does pretty much what Quicken used to to: let you track your finances in ledger. It's got good standard features like scheduling and reports, along with splitting payments so you can specify what categories you purchased with. It is an overall 5 stars, with my only suggestion to make categories easier to use. I recommend this for anyone that needs a simple financial tracking tool that doesn't rely on a monthly or yearly subscription service.
Jun 12 2022
Version: 2.7.7
CheckBook Pro is fabulous! I am a former Quicken user but got fed up with needing to buy constant (expensive) upgrades when my needs didn't change. When Quicken switched to a subscription service, that was the end for me. I needed to find an alternative and CheckBook Pro was it! It does everything I need. Being an elder, change doesn't come easily and it took a short bit to acclimate to the new software, but I love it.
Jun 9 2022
Version: 2.7.7
Have been using CheckBook Pro for longer than I can remember. Great product. When I did have a problem someone got back to me very quickly and it was resolved. One time I had a response from someone, can't remember his name but he was traveling around the country with his family and actually stopped in a Wall Mart shopping center I believe, and set up and talked with me and corrected the problem. How is that for support. I AM A HAPPY CAMPER.
May 22 2022
Version: 2.7.7
I'm still using iBank 4.75 after fleeing Quicken when they neglected their Mac customers many years ago. iBank has moved to subscription which I find wrong.
Reviews for CheckBook Pro all look good, but can it handle multiple currencies?
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