CheckBook Pro for PC and Mac

Software Reviews and Criticism

• By FrankieJane

  Not perfect but pretty close

  I used another program which isn’t available on the Windows platform, only available on iPad/iPhone and was looking for something to use on my laptop. Decided to try this and I’m glad that I did. I really like all the features but there are a couple of things that I wish they would change/add. The one thing I was used to on the other program was the automatic decimal point being added when I was entering amounts. Though this isn’t a big deal, I’m not used to it not being automatic but I’m getting better at adding the decimal point manually. The other thing that’s a bit confusing is when you want to transfer money from one account to another. You have to be in the account you’re transferring money to in order to transfer the money. I think if they added another entry line so that you could transfer from account and to account would make this less confusing. As I said these are petty complaints and I’m getting used to the differences from the program I was using on my iPad. All in all I’m really liking this checkbook program alot and the longer I use it, the more I appreciate all the time Splasm put into making this.

  
  
• By Lelevicki

  Good replacement!

  I recently switch from a PC to a Windows. I’ve used Quicken for my checkbook/finances since the 1990s, but didn’t want to buy something that requires annual subscription. I was so happy to find this app as it is able to do what I need. There was a small learning curve to do the basic, but it’s very easy to use. The biggest complaint I would have is I can’t find a way to enter directly into the register(tab through the fields) rather than having to entering debits or credits into a popup box. Takes way long to enter my transactions especially since tabbing does not stop on type. I do like being able to select what I want (Entry, Reconcile, Schedule, Summary) at the bottom of the sheet. Another time saving feature would be to have the ability to schedule a transactions from a register transaction without having to retype ALL the information. One question - is there a way to to split a payment and send part of the payment to an account and the rest just associate with a category. To clarify, I have a Home Equity loan set up. When the monthly payment is due, I would like the total payment substracted from my checkbook, but only appy the princpal part of the payment to the Loan account. What I’m having to do now is to apply the full amount to the Loan account and then create another entry on the Loan account to add back in the interest?

  
  
• By slclcm

  Great Alternative To Quicken

  I used Quicken for 25 years. I didn’t want to change, because it was like having a huge historical checkbook register in my computer. Quicken has had issues since it was sold by Intuit, to an LBO group a few years ago. I needed a stable program to manage daily finances. CheckBook Pro has turned out to be great. First, you can transfer all of your old data from your Quicken stuff - I still have an historic checkbook register - hooray. Second, you can set up multiple accounts, as well as credit cards. Third, you can import data from financial institution sites (bank, credit cards), to keep your data syncronized. Fourth, it has a FANTASTIC schedule function so that you can a) pre-set a list of anticipated transactions and b) get reminded as the items are coming up. This is crucial, and something I was worried would not exist. Check Book Pro’s system is really logical for the scheduling. Fifth, you can coordinate payments/transfers so that you only have to put a transaction in once in order for it to register to the 2 accounts that are involved in the transaction. Plus, there’s a good manual you can print!

  
  
• By mlk51

  Former MS Money user loves it

  I had been using Microsoft Money since 2000 - even when they discontinued it in 2006, the sunset edition worked just fine. Then I moved to the Windows 2 years ago. I thought I would have to find a new money manager but figured out how to run MSMoney under Wineskin. Along came a new Pc and High Sierra and Wineskin wouldn’t work. Seeing the writing on the wall, I exported my Money accounts into qif files and downloaded gnuCash (hey, it’s free - and worth every penny). I struggled with it for a couple months and finally decided to try CheckBook Pro. I have now been using it for about a month and am very pleased with it. It’s quick, fairly intuitive, and does almost everything I want. I’ve always manually entered my data so don’t miss the lack of downloading. The one feature I do wish CheckBook Pro had is a way to create a smart folder with a subset of accounts. I track my expenses on a monthly basis and would like the summery for just my “working” accounts. I get around this by putting “working” in the description and and creating a smart folder under All Accounts based on that. But it’s easy to forget the description.

  
  
• By Drjgh

  Close But Not Quite

  I am moving my banking software from a very old MS Money program on a very old Gateway computer that my wife and children don't trust any more. Checkbook Pro is the closest I've found to the ease of data entry that i found with MS Money but it is still labor intensive and not easy to teach to my non-technical spouse of 55 years. Our primary complaint is that navigation via the tab key is nor intuitive and requires some retraining. We were used to simply pressing the enter key to move from item to item and pressing enter closes out the entry. The other delay in entering data occurs when one has to enter more debits or deposits. Instead of simply opening another form of the same type, one has to use the mouse to select another form from the top icons. A third issue is changing the date of a transaction - it would be nice to simply use the /- keys to increase or decrease the date of a transaction from the previous one instead of having to either physically change the date or use the calendar via the mouse. Using the mouse delays data input and takes attention away from the bank or credit card statements one is working from. Still, the program appears to do everything I want it to do in preparation for tax season. I will reserve final judgement until I have to create reports in prepartion for filing our taxes and whether or not I survive trying to teach my wife how to use the program should I not be around to coach her.

  
  

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