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CheckBook Pro Frequently Asked Questions (F.A.Q.)
8/26/11

• About CheckBook Pro
Can I try CheckBook Pro before purchasing a license?
How is CheckBook Pro different from CheckBook?
Can CheckBook Pro track stocks and investments?
Can CheckBook Pro print checks?
Can CheckBook Pro play MP3 or AAC song files?
How do I request a new feature I would like to see in CheckBook Pro?

• CheckBook Pro and the Mac App Store
I want to purchase CheckBook Pro from the Mac App Store but I installed the CheckBook Pro trial from your site and the Mac App Store says CheckBook Pro is already installed.
I purchased CheckBook Pro from the Mac App Store but when I try to launch it I see an error that CheckBook Pro is "damaged".
Can I use the Mac App Store to update my copy of CheckBook Pro?
I purchased CheckBook Pro from your online store. Can I move my license to the Mac App Store?

• Maintaining CheckBook Pro
How do I install CheckBook Pro?
What is a Disk Image file?
How do I upgrade to the latest version of CheckBook Pro?
Do I need to enter my serial number every time I upgrade to the latest version of CheckBook Pro?
How do I move CheckBook Pro to a new Mac?
How do I backup my CheckBook Pro data?
How do I restore my CheckBook Pro data from a backup?
Does CheckBook Pro make its own backups?

• System Compatibility
Does CheckBook Pro work on non-English systems?
What are CheckBook Pro's system requirements?
Is CheckBook Pro available in Universal Binary format?
Does CheckBook Pro work on Windows?

• Data Compatibility
Will CheckBook Pro work with my Quicken data?
Will CheckBook Pro work with statements downloaded from my online bank?
Can CheckBook Pro export its Account data?
Can CheckBook Pro sync with mobile devices?

• General Use
Can I customize the Types in CheckBook Pro?
Can I customize the Categories in CheckBook Pro?
Each time I go to the Help Menu and select CheckBook Pro Help, I get a blank Help window.
Can I use CheckBook Pro on more than one Mac?
I need to access the same data on two or more Macs. What files should I copy to make sure the data is the
same on all of my Macs?


Can I try CheckBook Pro before purchasing a license?
Yes. In fact, we encourage you to do so! An unlicensed copy of CheckBook Pro will allow you to create an unlimited number of Accounts with up to 100 Entries apiece, which you can use until you are sure you are ready to purchase a license. When you purchase all of your data will remain intact.

How is CheckBook Pro different from CheckBook?
The two apps are similar - and even share the same data file and many preferences - but CheckBook Pro includes the following major features not available in CheckBook:
  • 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
  • Global Scheduled Entries Reminder - manage all your pending Scheduled Entries at once
  • Multiple Entry Change - quickly change the details for the current selection

CheckBook Pro will also receive major enhancements going forward, such as check printing, that are not planned for CheckBook.

Can CheckBook Pro track stocks and investments?
No. CheckBook Pro is not designed to track stocks and investments, though it can be used to track gains and losses if you wish to enter the data manually.

Can CheckBook Pro print checks?
No, CheckBook Pro cannot print checks. We tentatively plan to add check printing in version 2.6 during 2012.

Can CheckBook Pro play MP3 or AAC song files?
No.

How do I request a new feature I would like to see in CheckBook Pro?
Send the details of your feature request and any specific examples of how you would use the feature to feedback@splasm.com. Thanks!

I want to purchase CheckBook Pro from the Mac App Store but I installed the CheckBook Pro trial from your site and the Mac App Store says CheckBook Pro is already installed.
Move your copy of CheckBook Pro to the Trash, relaunch the Mac App Store app and you should be able to purchase. Your data is safe. After you purchase CheckBook Pro from the Mac App Store launch it and your data will automatically appear.

I purchased CheckBook Pro from the Mac App Store but when I try to launch it I see an error that CheckBook Pro is "damaged".
Move your copy of CheckBook Pro to the Trash, relaunch the Mac App Store app and click on the Purchased button at the top of the window. Look for CheckBook Pro in the list of purchases and click the Install button next to it. Your data is safe. After you reinstall CheckBook Pro from the Mac App Store launch it and your data will automatically appear.

Can I use the Mac App Store to update my copy of CheckBook Pro?

If you purchased CheckBook Pro directly from us your copy of CheckBook Pro knows how to update itself. Select "Check For Updates..." from the CheckBook Pro menu at the top left of your screen. If an update is ready CheckBook Pro will offer to download and install it for you.

If you purchased CheckBook Pro from the Mac App Store the Mac App Store will tell you when an update is available. When you see a red badge on the Mac App Store icon in the Dock, or on the Purchased button at the top of the Mac App Store window, click the Purchased button to see if a CheckBook Pro update is ready to install.


I purchased CheckBook Pro from your online store. Can I move my license to the Mac App Store?

No. Right now there isn't a way to move a license from our online store to the Mac App Store. If you would like to receive updates to CheckBook Pro from the Mac App Store you will need to move your copy of CheckBook Pro to the Trash and purchase a new license from the Mac App Store.

Purchasing from our online store instead of the Mac App Store has its benefits:

  • Purchases from our online store can update themselves as soon as a new version of CheckBook Pro is available. The Mac App Store usually takes 3 to 5 business days to release updates and, since the Mac App Store is a separate application, it must be running so you can see a new version of CheckBook Pro is available.
  • Purchases from our online store are eligible for special discounts on the next major version of CheckBook Pro. The Mac App Store does not support discounts or coupons at this time.
  • The Mac App Store charges us quite a bit more per order - over 3 times as much as our online store. When you purchase directly from our online store you're giving us more resources to make CheckBook Pro a better app. Thank you!

How do I install CheckBook Pro?
Download CheckBook Pro in Disk Image format at http://www.splasm.com/downloads/checkbook/CheckBook Pro.dmg. Double-click the file to reveal a window named CheckBook Pro X, where X is the version you have downloaded. The window will have three icons inside: ReadMe, CheckBook Pro and Applications. Drag the CheckBook Pro icon to the Applications icon, then select the Eject option from the File menu. You will find CheckBook Pro in your Applications folder.

What is a Disk Image file?
Disk Image files are special files that allow us to deliver CheckBook Pro in a single package that acts very much like a CD or USB drive. When you double-click a Disk Image, your Mac reads the file and places a new icon on your Desktop that looks just like a hard drive icon. This is known as a Disk Image. If you open this new icon you will see the actual files we want you to have - the ReadMe and the CheckBook Pro application. While you can use these files directly from the Disk Image, it is best that you copy the CheckBook Pro application to your Applications folder on your hard drive and use it from that location. Once you have copied CheckBook Pro to your Applications folder you can safely eject the Disk Image by dragging its icon to the Trash. If you like, you can save the Disk Image file for future installation of CheckBook Pro.

How do I upgrade to the latest version of CheckBook Pro?
Launch CheckBook Pro and select "Check For Updates... " from the CheckBook Pro menu at the top left corner of your screen. If an update is available you can choose to download and install it. Your license for CheckBook Pro 2.x entitles you to all updates before CheckBook Pro 3.0, so feel free to download and install the latest version at any time.

Do I need to enter my serial number every time I upgrade to the latest version of CheckBook Pro?
Not for updates within the same major version number. These updates are meant to replace your previous copy of CheckBook Pro, and will update your Accounts and Preferences (which is where your serial number is stored) automatically. You will not be asked to enter your serial number again.

If you are registered for a previous major version of CheckBook Pro your older serial number will not work. If you have not received upgrade instructions via email contact us at customerservice@splasm.com for details on how to get a new serial number.

How do I move CheckBook Pro to a new Mac?
  1. Launch CheckBook Pro on your original Mac.
  2. Select "Backup Accounts... " from the File menu near the top left corner of your screen to save a backup of your Accounts.
  3. Copy the backup file to your new Mac.
  4. Launch CheckBook Pro on the new Mac.
  5. Select "Preferences... " from the CheckBook Pro menu at the top left corner of your screen to reveal the Preferences sheet.
  6. Click the "Advanced" button at the top of the preferences sheet.
  7. Click the "Restore Accounts... " button near the bottom of the Advanced section.
  8. A warning message will appear. Please read the warning. If you continue you will overwrite any data currently in CheckBook Pro on the new Mac. Press the "Continue" button if you want to continue and an open dialog will appear.
  9. Select your backup in the open dialog. Your backup will be copied into place and your data will appear in CheckBook Pro.
  10. When your data appears in CheckBook Pro you can safely remove the backup copy from your new Mac.

How do I backup my CheckBook Pro data?
Select the "Backup Accounts... " menu item the File menu near the top left corner of your screen.

We recommend storing your backups periodically on another disk, such as a CD-R or thumb drive, so your data will be safe in the event you need to reinstall Mac OS X or your internal hard drive crashes.

How do I restore my CheckBook Pro data from a backup?
  1. Select "Preferences... " from the CheckBook Pro menu at the top left corner of your screen to reveal the Preferences sheet.
  2. Click the "Advanced" button at the top of the preferences sheet.
  3. Click the "Restore Accounts... " button near the bottom of the Advanced section.
  4. A warning message will appear. Please read the warning. If you continue you will overwrite any data currently in CheckBook Pro. Press the "Continue" button if you want to continue and an open dialog will appear.
  5. Select your backup in the open dialog. Your backup will be copied into place and your data will appear in CheckBook Pro.

Does CheckBook Pro make its own backups?
Yes, CheckBook Pro creates an automatic backup about once a week. It names each backup with the current date and version of CheckBook Pro, and compresses the file so that it takes up very little hard drive space.

Here's how to restore an automatic backup:
  1. Select "Preferences... " from the CheckBook Pro menu at the top left corner of your screen to reveal the Preferences sheet.
  2. Click the "Advanced" button at the top of the preferences sheet.
  3. Click the "Restore Accounts... " button near the bottom of the Advanced section.
  4. A warning message will appear. Please read the warning. If you continue you will overwrite any data currently in CheckBook Pro. This shouldn't be a concern if you're restoring a backup due to data loss or other calamity. Press the "Continue" button if you want to continue and an open dialog will appear.
  5. While holding down the Command and Shift keys on your keyboard, press the G key on your keyboard. A sheet will appear. Paste the following into the text field in the sheet: ~/Library/Application Support/Splasm Software, Inc./CheckBook 2/Backups
  6. Click the "Go" button at the bottom right of the sheet. You will see a list of your automatic backups. You probably want to select a recent backup so sort the list of backups by clicking on the "Last Modified" column header just above the list.
  7. Select a backup file in the open dialog. The data in the backup will appear in CheckBook Pro.

Does CheckBook Pro work on non-English systems?
Yes. The text in the user interface will not appear correctly but the general functionality should remain intact. CheckBook Pro respects the date format selected in the Language & Text preference pane in System Preferences, so Entry dates will be shown correctly. You may also create your own base currency so amounts are displayed with the local currency symbol and formatting.

What are CheckBook Pro's system requirements?

CheckBook Pro requires Mac OS X 10.3.9 and a display with a resolution of 800x600 pixels.

We recommend Mac OS X 10.5 or later and a display with a resolution of 1024x768 pixels.

CheckBook Pro is not compatible with Microsoft Windows or Linux.


Is CheckBook Pro available in Universal Binary format?
Yes. The regular download is a Universal Binary and will run natively on PowerPC and Intel Macs.

Does CheckBook Pro work on Windows?
No. CheckBook Pro is only for Mac OS X.

Will CheckBook Pro work with my Quicken data?
Yes. CheckBook Pro can import QIF files, to which Quicken 2007 and earlier can export, and Quicken Essentials data files.

Will CheckBook Pro work with statements downloaded from my online bank?
Probably. CheckBook Pro can import statements in the OFX/QFX, QIF and CSV/TSV file formats. It's likely your online bank supports at least one of these.

Can CheckBook Pro export my Account data?
Yes. CheckBook Pro can export to QIF, for import into other personal finance applications, and to tab-delimited text, for advanced analysis in a spreadsheet.

Can CheckBook Pro sync with mobile devices?
Kinda. CheckBook Pro can export and import QIF and text files, which may be suitable for your particular mobile application.

Can I customize the Types in CheckBook Pro?
Yes. Types are customizable per Account. Select the "Edit Account... " option from the Account menu at the top of your screen to reveal the Account Options sheet, then click on the Types button at the top of the sheet.

Can I customize the Categories in CheckBook Pro?
Yes. Select the "Edit All Accounts..." option from the Account menu at the top of your screen to reveal the All Accounts Options sheet, then click on the Categories button at the top of the sheet.

Each time I go to the Help Menu and select CheckBook Pro Help, I get a blank Help window.
Occasionally, in earlier versions of Mac OS X, the Help Viewer application will have an issue loading an application's Help files. The workaround is to "reset" the Help Viewer's memory, after which it will work correctly. To do this, you need to remove one or more files associated with the Help Viewer. This should not harm the Help Viewer in any way, but it will cause it to temporarily forget about any third-party applications' Help content. This content will return when you next select the Help option from each application's Help menu.

To reset the Help Viewer, first quit CheckBook Pro and the Help Viewer, then remove the following file:

-  /Users/[your username here]/Library/Caches/com.apple.helpui

If you find that CheckBook Pro's Help is still blank, quit CheckBook Pro and the Help Viewer again, then remove the following files:

-  /Users/[your username here]/Library/Caches/com.apple.helpui
-  /Users/[your username here]/Library/Preferences/com.apple.help.plist
-  /Users/[your username here]/Library/Preferences/com.apple.helpui.plist
-  /Users/[your username here]/Library/Preferences/com.apple.helpviewer.plist

For additional information, please see Apple's support article, "Mac OS X: Can't access Help content, or content is blank or missing links" at http://docs.info.apple.com/article.html?artnum=25667.


Can I use CheckBook Pro on more than one Mac?
You are allowed to use CheckBook Pro on another Mac as long as you respect your license agreement. The single-user license states that you are licensed to use CheckBook Pro on only one Mac at a time. Make sure each copy of CheckBook Pro using the same serial number is not running on more than one Mac at any given time and you're welcome to copy it to as many Macs as necessary. The family pack license expands the number of Macs on which you may use CheckBook Pro simultaneously to five (5).

I need to access the same data on two or more Macs. How can I make sure the data is the same on all of my Macs?
  1. On the source Mac, select the "Backup Accounts... " menu item the File menu near the top left corner of your screen and save a backup file.
  2. Copy your backup file to the destination Mac.
  3. On the destination Mac, select "Preferences... " from the CheckBook Pro menu at the top left corner of your screen to reveal the Preferences sheet.
  4. Click the "Advanced" button at the top of the preferences sheet.
  5. Click the "Restore Accounts... " button near the bottom of the Advanced section.
  6. A warning message will appear. Please read the warning. If you continue you will overwrite any data currently in CheckBook Pro on the destination Mac. Press the "Continue" button if you want to continue and an open dialog will appear.
  7. Select your backup from the source Mac in the open dialog. Your backup will be copied into place and your data will appear in CheckBook Pro.
CheckBook Pro Downloads

CheckBook Pro
 Version 2.3.1, 6.5 mb

The simply powerful personal finance manager. Download CheckBook Pro for a Risk-Free Trial and enter up to 100 transactions per account. Go ahead... Give it a try!
CheckBook Pro Help
 Version 2.0, 1.6 mb

CheckBook's built-in documentation in a standalone PDF document.
CheckBook QuickPick
 Version 2.0, 260 kb

Makes backing up with Backup 3 a little bit easier.