"Where does all my money go?" A paper check register can't categorize your transactions or report cash flow over time, and it'll never balance itself. Other finance apps are like medieval torture devices, so full of features you don't need that they're actually painful to use. 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, your powerfully simple personal finance manager.
Precisely manage your finances
• Find transactions with simple searches or dozens of powerful search 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
• Manage accounts in multiple currencies
• Transfer funds between accounts without creating two transactions (check out the built-in help or contact us for help)
Learn more about CheckBook
• Download & print CheckBook's built-in help: http://www.splasm.com/checkbook
• Watch video tutorials of CheckBook: http://www.splasm.com/videos
• Share with other CheckBook users in our forums: http://www.splasm.com/forum
Send questions about CheckBook to email@example.com. We're happy to help!
• Prevents a crash that can occur when the Accounts drawer is narrower than your Account names.
• Corrects an issue that could prevent Categories from being removed.
• Now remembers the column layout in the Schedule Reminder.
Ratings and Reviews
Basic functions good, weak interface
This app is my basic checkbook and credit card tracker, replacing the feature-rich, but aged Budget. Checkbook's functionality is above average, and the reconciling routine is a great virtue — well done on that! Checkbook accomplishes the basics but lacks simple things I need, such as ability to drag and drop a mis-entered item from one account to another. General interface is polished only to a basic level. For example, all data is on one line like a plain spreadsheet, but two lines per entry might be easier to read. When tabbing through an entry, the tabbing skips by a drop-down menu --- it would be so much smoother to tab to the menu and use arrows, etc. before tabbing along. My least favorite trait of Checkbook is that your most recent item is colored very strangely in white text, boldface, with black shadow on a gray background. For me, that is hard to read and disjointed in appearance. Default as you wish, but please give users the option to customize the recently entered item. Kudos for allowing different shades of color for credit or debit items. Overall, Checkbook beats competing app Savings for functionality, especially reconciling, but falls short of the outstanding Savings interface. At the present, I am sticking with Checkbook and hoping it will grow into a great mix of strong functionality and interface excellence.
Developer Response ,
Hello there, and thank you for taking the time to reach out! We can help you set your Mac to tab to those menu buttons and also show you how to move Entries between Accounts, and then go over the other items you're interested in. To tab between just about everything, not just fields, you'll want to turn on your Mac's Full Keyboard Access feature. Go to the Apple menu at the top left corner of your screen, click the System Preferences... menu item to reveal the System Preferences window, click the Keyboard icon, click the Shortcuts button at the top of the window, then click the All controls button toward the bottom left corner of the window. Unlike its big brother, CheckBook Pro, CheckBook isn't set up to allow drag and drop - but it does know how to copy and paste. So if you create an Entry and want to move it to another Account, you can use the Edit menu to copy it, go to the desired Account and paste it, then return to the original Account and remove it. We'll look at teaching CheckBook how to do this like CheckBook Pro. The selected Entry coloring issue you mentioned should only come up when the list of Entries isn't in "focus" - when you've clicked away from it on the list of Accounts, for example. When you directly click an Entry and continue to move about the list your selecdtion should be highlighted with your Mac's selection coloring, though it's possible that's been set to a light enough grey on your Mac that it's a touch uncomfortable to read. We're looking at treating the list of Accounts, in particular, as something that doesn't remove focus from the list of Entries, so the coloring doesn't change the way you've noticed. That'd minimize the times you find the selected Entry highlighted in grey, as well. Exploring ways to display more than a single line per Entry while still providing the same level of "findability" as a straight table layout is also on our to-do list. We hope we've helped and that you keep in touch at firstname.lastname@example.org if you need anything going forward. Thanks again for the gift of your feedback!
Useful but no frills
CheckBook is a simple, cheap way to keep to track of one’s expenditures and income. I am satisfied with it. When I shopped, I discovered that much of the finance software on the market seemed needlessly costly / complicated, and/or requires a subscription. CheckBook is inexpensive, straightforward, and doesn’t involve subscriptions. It also does exactly what I wanted of such a program: let me track how much money is in my checking account and how much I’ve charged on a credit card.
It seems lacking in some simple features that Quicken had (at least back in the good ol’ days #RIPQuicken). For one, I never could figure out how to get transactions between accounts to show up automatically (e.g., if I go into checking and put in a debit entry of X toward my credit card, I’d like my credit card account to automatically show a deposit entry of X from checking account). For another, the current date doesn’t update automatically for new entries - every time I make a new entry, I have to manually update to today’s date. Neither of these are dealbreakers, but they are my two biggest complaints, so I figure it’s fair to acknowledge them.
That said, my quibbles do not keep me from recommending CheckBook to anyone seeking a bargain way to track simple, routine transactions.
Developer Response ,
Hi there! We can help you find both features you mentioned right now.
To transfer between Accounts so when you create an Entry a matching Entry in the other Account is created automatically, as you fill in the details of a new Entry and get to the To or From field, look just to the left of the field at the word "To" or "From" and you'll see a triangle next to it to tell you the word is also a button. Click the word "To" or "From" and a menu will appear. Click the "To Account" or "From Account" menu item and the To or From field will become a menu button with the names of your other Accounts. Click the menu button and choose the Account you want to transfer to or from and you're all set.
To set the default date to the current date, go to the CheckBook menu at the top left corner of your screen, click the Preferences... menu item to reveal the Preferences window, click the Entry button at the top of the window, then click the Set Date To Today option third down from the top of the window.
Hope that helps. Keep in touch at email@example.com if you need anything!
This app certainly meets my needs
I wanted a vey simple check register that allows me to keep track of 4 bank accounts and 4 IRAs. I had Quicken Express for years and it was OK but then the company changed and I had to buy a full bookeeping program. It was expensive and offered far more than I wanted or needed. So I bought Checkbook based on its reviews. I am a computer idiot and not at all comfortable setting up or using a new program. I had some trouble getting this one set up but the support people were terrific! They were exceptionally patient and understanding and got me through it quickly and with some degree of ease. People more computer literate than I (and that's just about everyone!)should have no problem. The program was not at all difficult to set up and use once I got the hang of it. I’ve used it for three months now and like it very much. It more than meets my needs. I can certainly recomend it for ease of use and tech. support.
With Family Sharing set up, up to six family members can use this app.