CheckBook 2.7.31

6/26/2024

What's New

Fixed in 2.7.31

  • Category autofill in split line items works again after we broke it in version 2.7.30.
  • We gave the OFX/QFX import feature a tweak so you’ll get better compatibility with a wider variety of transaction files out there.
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Older Releases

Fixed in 2.7.30

  • Nixes a glitch when you're deleting the name of a subcategory in a split line item.
  • Prevents a crash as you manage split line items in the Import Preview.
  • Includes several user interface fixes and tweaks.

Fixed in 2.7.29

  • Makes migrating from Quicken® and other personal finance managers that much easier by automatically selecting the most recent Entry in each Account after you use one of the File > New > Document from... commands.
  • Corrects an issue introduced in version 2.7.28 that could prevent check numbers in OFX or QFX files from importing.
  • Includes the usual minor user interface tweaks and performance enhancements.

New in 2.7.28

  • Searching for Entries is easier than ever with the new View > Search menu. Use date presets, set a custom date range, look for specific kinds of Entries, and more!

Fixed in 2.7.28

  • Tightens up OFX/QFX imports a bit more so they’ll work better when your bank throws raw ampersands (&) into the mix.
  • Prevents a very sporadic crash that could happen after printing your Entries or Account Summaries.
  • Includes several minor user interface fixes and adjustments.

Fixed in 2.7.27

  • Prevents a crash that might happen as CheckBook is launching.
  • Tightens up OFX/QFX imports so they’ll work even when a file is missing account information.
  • Includes the usual minor user interface fixes and adjustments.

Fixed in 2.7.26

  • Prevents a crash that can happen when you’re asked for a document password and you press the Cancel button.
  • Corrects a situation where you may be unable to create or change Entries until you relaunch CheckBook.
  • Includes the usual minor user interface fixes and adjustments.

New in 2.7.25

  • Ready for macOS 14 Sonoma.
  • Drag & drop statement files right to the Entry or Reconcile lists to get down to importing without going through the File > Import menu.
  • Learn a few new keyboard shortcuts in Entry and Schedule sheets so you can switch between Deposit/Debit, Split, Notes, and Schedule with the flick of your fingers instead of moving your hand all the way to the mouse and back: Command (⌘) 1, 2, 3, and 4, respectively.
  • The Escape key and Command (⌘) Period (.) now revert to the last value you entered into a split line item field, more in line with how a spreadsheet works and, perhaps, your expectations.

Fixed in 2.7.25

  • Corrects a couple of error reporting issues.
  • Includes the usual minor user interface fixes and adjustments.

New in 2.7.24

  • Get more insight into your reconciliation with the new Reconcile Info popover. Totals for Entries you’ve resolved since your last reconciliation make it even easier to track down differences with your bank or credit card statements. To get started, go to Reconcile, then click the blue and white ‘i’ button near the bottom right corner of the window.

Fixed in 2.7.24

  • Corrects an issue that could keep you from updating from version 2.7.17 or earlier.
  • Tweaks QIF exports so carriage returns and newlines won’t get in the way when you import into another application.
  • Prevents a rare crash you might see when a To, From, Category, or Description menu appears.
  • Prevents a crash that can happen if your Mac’s currency preferences can’t be read.
  • Includes the usual minor user interface fixes and adjustments.

Fixed in 2.7.23

  • Corrects a glitch where changing a Transfer Entry could move the other end of the Transfer Entry to the first available Account in the document. We strongly recommend you update from 2.7.22 as soon as possible to avoid this issue.

Fixed in 2.7.22

  • 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.

Fixed in 2.7.21

  • Nixes a glitch with date pickers that prevented the selected date component from highlighting.

Fixed in 2.7.20

  • Prevents a crash you might see when clicking the menu button in To, From, Description, or Category boxes.
  • The calendar view in date pickers now lets you double-click to select a date and dismiss the calendar view, so you won’t need to click the OK button or click outside the view.

Fixed in 2.7.19

  • Prevents a sporadic crash that can occur while you’re making changes or creating new items.
  • Corrects a glitch with the Schedule section’s Next Entry Date column displaying “Completed” when you re-enable an Account’s Schedules.

New in 2.7.18

  • Entry detail menus now show just the items that match what you’re typing. Only remember part of an item name? No problem - type in the smidge you know and the menu shows items that start with or contain that smidge. To go back to showing all items, no matter what you type, go to the CheckBook menu, click Preferences…, click the Entry button at the top of the window, and look for the Show All Items In To/From, Category, and Description Menus checkbox near the bottom of the window.
  • We’ve returned to hiding split line items by default, but that behavior’s up to you: Go to the CheckBook menu, click Preferences…, click the Entry button at the top of the window, and look for the Expand Entries After Splitting checkbox near the bottom of the window.

Fixed in 2.7.18

  • Corrects an issue that could prevent you from setting a Currency’s thousands separator to a period.
  • Nixes a very rare crash that can occur as you quit.
  • Includes the usual minor user interface fixes and adjustments.

New in 2.7.17

  • CheckBook now automatically enters decimal separators while you type in amount fields. It’s a preference, though, so you can turn it off any time: go to the CheckBook menu, click Preferences…, and look for the Amount Fields: Automatically Enter Decimal Separator checkbox.

Fixed in 2.7.17

  • Prevents a potential issue leading to incorrect dates in the Schedule > Next Entry Date column.
  • Includes assorted minor user interface adjustments.

Fixed in 2.7.16

  • Zaps a bug that could mix up Entries when finding duplicates during an import. Also corrects an Import Total that doesn’t match the Entries marked for import.
  • Properly restores the Tax-Deductible column header icon after you use the Reset Columns feature.

Fixed in 2.7.15

  • We sped up importing from Text or CSV and made sure it works with recent changes to HSBC’s statement file format.
  • We also sped up importing and creating new documents from QIF.
  • Text, CSV, and QIF imports now automatically detect 2-digit and 4-digit years.
  • Detecting duplicates while importing is now hundreds of times faster.
  • We nixed a crash you might see when using the keyboard to select the To Account or From Account in transfers.
  • Corrects an issue with Speaking Entries that could lead to the wrong date being read aloud in some cases.
  • Restoring the selection in Entry and Reconcile as you switch Accounts is now significantly faster.
  • Using the arrow keys in a date picker so the year changes, like when you arrow on the day and go from 12/31/2022 to 1/1/2023 or the other way around, will now update the date picker's calendar view.
  • Errors are now more descriptive when syncing with another Mac fails.

Fixed in 2.7.14

  • You can now resize your document windows or go fullscreen and the rightmost column will stay exactly the width you set it to.
  • We nixed a crash that could happen when you sync documents over a local network.
  • Includes several minor stability and user interface enhancements.

New in 2.7.13

  • Ready for macOS 13 Ventura. (Still works great on OS X 10.11 and later)

Fixed in 2.7.13

  • Restores the Command + keyboard shortcut for creating a new Deposit.
  • Prevents a potential crash when closing a document.
  • Includes minor user interface adjustments.

Fixed in 2.7.12

  • We’ve optimized a few minor behind-the-scenes Search field details to deliver even better results.

New in 2.7.11

  • See your Accounts drawer balances through today: Head up to the View menu, down to Accounts Drawer, and click the Through Today menu item.

Fixed in 2.7.11

  • Squashes a bug that could lead to a crash during some file operations.

Fixed in 2.7.10

  • Corrects an issue where To, From, and Description menus may become quite narrow.
  • Zaps a glitch where Quicken Essentials for Mac imports could be incorrect except for dates and amounts.
  • Includes several minor user interface and stability fixes.

New in 2.7.9

  • Welcome the new Transfer button, near the top left of the Entry section. It’s easier than ever to start a new transfer between your Accounts.
  • The Schedule Reminder has always needed a Tomorrow option, but we took it to the nth and added Tomorrow plus Never. Now you can put off those Scheduled Entries until tomorrow or whenever you get a chance.

Fixed in 2.7.9

  • A column header got left out when exporting the current search results or all of your Accounts at once to Text or CSV. Everything lines up now.
  • Since version 2.7.7, the Date Created and the behind the scenes data for tracking duplicates when you import were not properly saved for some Entries. 2.7.9 updates your documents so the Date Created is correct and duplicate detection will work during future imports.
  • Also since version 2.7.7, newly-created Schedules could end up repeating daily. If you've gone back and made changes to these Schedules after creating them they’re already behaving as expected. 2.7.9 fixes any remaining Schedules created since 2.7.7 that you haven’t already changed.
  • Includes a few minor user interface fixes and adjustments.

Fixed in 2.7.8

  • Prevents a potential cloud storage sync issue that can begin when Apple Migration Assistant is used to move CheckBook to a new Mac and changes are made on both Macs at the same time.

New in 2.7.7

  • To, From, and Description boxes can now ask if you want to update the case for a previously entered item as you’re typing. You’ll see the option when the menu of previously entered items is visible, but if you want to see it as you’re typing without the menu head to CheckBook > Preferences… > Entry and put a checkmark next to Ask To Update To/From & Description Items near the bottom of the window
  • Notes are now part of Text and CSV exports.
  • The Preferences… > Grid Color color panel will now show the Opacity slider so you can make grid lines in Entry lists disappear completely.

Fixed in 2.7.7

  • Zaps a bug in the Import Preview that would always select the first item in To, From, or Description autocomplete lists, forcing you to overtype. All better now.

New in 2.7.6

  • Splitting your Entries just got a lot easier: You can now copy and paste split line items. Select a range of line items with a Shift-click and add or remove line items from the selection with a Command (⌘)-click.
  • Autocomplete in split line items now includes details entered in other split line items so you can zip through those splits in record time. We tightened up a few nuts and bolts around autocompletion and autofill while we were in there to make it even better.

Fixed in 2.7.6

  • Corrects a glitch that could prevent custom Descriptions or To/From items from being saved as you leave the Account options sheet.
  • Zaps a bug that could lead to the “rating plea” appearing more than the one time we promised for Splasm Store users as well as Mac App Store users on macOS 10.13 High Sierra or earlier. We apologize for that.
  • Includes minor user interface adjustments.

New in 2.7.5

  • For our keyboard warriors out there: Tab to a menu button, like the Type button in each Entry, start typing, and get results almost instantly instead of waiting the achingly slow 1-second default. Can’t tab to the Type button? Go to the Apple () menu, then System Preferences… > Keyboard > Shortcuts > Use keyboard navigation to move focus between controls.

Fixed in 2.7.5

  • Corrects an issue that could prevent error messages from appearing in a handful of situations.
  • Includes minor user interface adjustments.

New in 2.7.4

  • Free your data: Migrate from more versions of Quicken for Mac than ever as CheckBook now reads documents from Quicken for Mac 2015 all the way up through the latest version 6.5.1.

Fixed in 2.7.4

  • Remembers when you push or drag to close the Accounts drawer.
  • Includes minor user interface adjustments.

Fixed in 2.7.3

  • Corrects an issue that could lead to an incorrect Resolved Balance during reconciliation.

Fixed in 2.7.2

  • Zaps a glitch that could prevent your Entry Search options from working right after an Account is selected.

New in 2.7.1

  • Get a better view: The default Accounts drawer font size is now 12-point. To take it up another notch, go to the CheckBook menu at the top left corner of your screen, click Preferences…, and look for Account Font a little over halfway down the window.
  • Expand or collapse all your split Entries at once: Go to the View menu and click the Expand All Split Entries or Collapse All Split Entries menu items.
  • Add it up (or subtract it…down?): Amount fields now support basic math and even a handful of functions. Start an amount with an equals sign and you’re in business. Like this: “=142 - 42” or “=24.5 * 12”.

Fixed in 2.7.1

  • Zaps a glitch that would prevent Accounts from appearing immediately after creating a new document from QIF, Quicken Essentials for Mac, or Quicken for Mac 2015-2017 documents.
  • Copy & paste now works for Entries with split line items that have a Category.
  • Corrects a behind-the-scenes rounding error that could end up displaying zero as “-0.00” instead of “0.00”.
  • OFX and QFX Find Duplicates settings now save as expected.
  • Includes several user interface fixes and performance enhancements.

New in 2.7

  • Ready for macOS 12 Monterey.
  • Redesigned Launch window with recent documents at your fingertips.
  • Hide Accounts, close Accounts without removing them, and create trial Accounts that don’t affect your Total with ease.

Fixed in 2.7

  • Throttled back on centering the selected Entry in some situations and nixed animation when scrolling to the selected Entry.

CheckBook 2.7 now supports OS X 10.11 El Capitan and later, including macOS 12 Monterey.


Fixed in 2.6.22

  • Get a better view: The default Entry font size is now 12-point. To take it up another notch, go to the CheckBook menu at the top left corner of your screen, click Preferences…, and look for Entry Font a little over halfway down the window.
  • Balances and totals in the Accounts drawer now redraw when you drag Entries to or from Folders.
  • Restores the ability to upgrade from a pre-CheckBook Pro 2.5 Accounts.plist.
  • Nixes a glitch that could prevent a document from repairing itself.
  • Brings several user interface tweaks and enhancements, including some new scrolling animations, keyboard navigation in Account Summaries, and more.

Fixed in 2.6.21

  • Provides far more robust support for saving, backing up, and moving documents to FAT and ExFAT volumes on macOS 11.5 and later.
  • Corrects an issue preventing balances in the Accounts list from redrawing after an Account is unlocked.
  • Fixes a glitch in the Text or CSV export that could lead to the same text being used as the ID of multiple Entries.
  • Includes minor user interface tweaks and enhancements.

Fixed in 2.6.20

  • Resolves an issue in 2.6.19 preventing our users in Canada and the UK from creating new Account Summaries or making changes to existing Account Summaries.
  • Includes minor user interface enhancements.

New in 2.6.19

  • Now you can make the move to CheckBook from Quicken for Mac 2015, 2016, or 2017 in one fell swoop. Go to the File menu, down to the New submenu, click the Document from Quicken for Mac 2015-2017 menu item, and you’re on your way!
  • If you’ve ever lost a column past the right edge of the window by stretching other columns, or accidentally turned off a column or two and aren’t sure how you did it, head to the View menu, down to the Columns submenu, and give the new Gather Columns and Reset Columns… features a try. Gather Columns tries to squeeze all of your visible columns so they fit in the window without forcing you to scroll. Reset Columns… takes you back to the default column layout, to the way things looked when you first created your document.

Fixed in 2.6.19

  • Copying and pasting Entries into Numbers is now dramatically faster.
  • Resolves a potential issue that could prevent an Account from being removed.
  • Fixes a situation where custom Account icons copied & pasted from another application might appear “sparkly”.
  • Improves VoiceOver descriptions for a couple of popup buttons in the Deposit and Debit sheets.
  • Includes minor stability fixes.

New in 2.6.18

  • Migrate your accounts from Quicken Essentials for Mac or Quicken for Mac 2017. Check it out by going to the File menu and down to the New submenu.
  • Get more info at a glance - new Accounts now come with two new Account Summaries by default: Category Subtotals, Last Year and Category Subtotals, This Year.
  • Get a quick subtotal of the Entries in your selection: Click the word “Balance” to the left of the Balance field, then click the Selection Total menu item.
  • Hello to our friends in Canada and the UK! We localized (localised?) “check” to “cheque” and a few other bits just for you. Please let us know if we missed anything besides “CheckBook”.

Fixed in 2.6.18

  • Improves saving to iCloud Drive or other cloud storage providers and syncing with other Macs running CheckBook on your local network.
  • Better handles saving your selection when switching Accounts or closing your documents.
  • Prevents a crash that could happen when creating a new document while a document is open.
  • Improves printing performance and better uses available space for some lengthy columns.
  • Corrects a situation that could affect transfer Entries when the Currency of an Account is changed.
  • The default Base Currency should now match your Mac’s currency settings and all default Currency descriptions will be localized, if possible.
  • Enhances error reporting when importing an OFX or QFX file.
  • Includes minor user interface fixes and enhancements.

New in 2.6.17

  • Built for Apple Silicon and Intel. Ready for macOS 11 Big Sur.
  • Migrate accounts and transactions from other personal finance applications with the new Document from QIF or QMTF feature. Check it out by going to the File menu and down to the New submenu.

Fixed in 2.6.17

  • Corrects a situation where a Schedule created from an Entry that had been reconciled will produce Scheduled Entries that act like they’re already reconciled.
  • Includes minor user interface fixes and enhancements.

New in 2.6.16

  • We’ve added new keyboard shortcuts to CheckBook’s date pickers. Try ‘Y’, ‘M’, and ‘D’, for today’s year, month, and day, and don’t forget ’T’ and ‘L’, for today’s date and the last entered date, are already in there.

Fixed in 2.6.16

  • Corrects an issue preventing row heights from being recalculated when you change the Entry Font Size preference while the Amount column is hidden.
  • Includes minor user interface enhancements.

Fixed in 2.6.15

  • Corrects a date handling glitch that could cause dates falling on December 30th or 31st to jump ahead a year. We apologize for that!

Fixed in 2.6.14

  • Improves support for some variants of QIF.
  • Now recovers from a particular form of database damage that might result in a table index reappearing when it was definitely dropped.
  • Includes numerous minor user interface fixes and enhancements.

Fixed in 2.6.13

  • Account Summaries can once again show or hide Resolved Entries, Tax-Deductible Entries, and Checks.

New in 2.6.12

  • Create Schedules from existing Entries - go to the Entry menu and click the New Schedule From Entry… menu item or copy and paste an Entry into your Schedules.
  • Set new Schedules to transfer funds from the get-go - go to the Schedule menu and click the New Deposit Transfer Schedule… or New Debit Transfer Schedule… menu item or Option-click the Deposit or Debit buttons in the Schedule section.

Fixed in 2.6.12

  • Corrects an issue that could prevent changes arriving from cloud storage, like iCloud Drive, Dropbox, OneDrive, or Google Drive, from being added your document.
  • Prevents a potential crash when importing data with a date format that begins with the year.
  • Fixes a recently introduced glitch that would prevent the year 2000 from being imported properly.
  • Minor user interface enhancements and adjustments.

New in 2.6.11

  • Minor import enhancements so you can import statements with a wider variety of date formats.

Fixed in 2.6.11

  • Improves reliability when your document is stored on FAT volumes, such as thumb drives or external drives that came formatted for Windows machines and weren’t reformatted after purchase.
  • Corrects an issue preventing documents from being saved when the name of your home folder includes an apostrophe.
  • Restores the ability to tab to create new split line items, as well as Category autofill and Category force completion, in Debit Entries.
  • Prevents a crash that can occur when importing dates that don’t contain any alphanumerics.
  • Resolves a potential crash when asking CheckBook to browse for other Macs to sync with but canceling a couple of seconds later.
  • Fixes an issue preventing Mac OS X 10.6 Snow Leopard users from completing new Entries or changing existing Entries.
  • Minor user interface adjustments and fixes.

New in 2.6.9

  • Improved duplicate detection when importing from a statement. Look for the Find Duplicates checkbox in the Import Options window.
  • You can now choose whether split line items and grid lines are included when printing your Entries. Set these options in the print panel just before sending each print job to your printer.
  • Text/CSV import now allows you to import into the Notes field.
  • Enhanced OFX/QFX import with support for reinvestment transactions and statement files with an ns2:OFX root element.
  • Expanded the built-in help section covering reconciliation.

Fixed in 2.6.9

  • Corrects an issue preventing macOS Catalina users from opening documents on external or removable Mac OS Extended or APFS volumes.
  • Squashes a bug when running on macOS Catalina that could prevent documents from being opened with the File menu’s Open… command.
  • Fixes a glitch on macOS Catalina where Currency formats are ignored when the region is set to Spain and the language is set to English.
  • Nixes a situation that could prevent your Mac or network router from properly accessing or servicing DNS after you browse for other Macs to sync your document with.

Fixed in 2.6.8

  • 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.

Fixed in 2.6.7

  • Nixes the "null" or unexpected error message when sharing a document with others through iCloud.
  • Takes care of a glitch with combo boxes, like the Category, Description, and To/From boxes, where the last item could be displayed as the first item.
  • Minor user interface tweaks.

Fixed in 2.6.6

  • Corrects an issue that could prevent a new document from saving Entries.
  • Dramatically faster at updating larger documents from previous versions.

New in 2.6.5

  • It's easier than ever to transfer funds between Accounts with a pair of new items near the top of the Entry menu: New Deposit Transfer… and New Debit Transfer…. We included keyboard shortcuts, too. And did you know a right-click or Control-click anywhere in the list of Entries displays the Entry menu?
  • Ever wanted to sort your Entries by when they were created or modified? Head to the View menu and down to Columns and Sort By for some handy new options.

Fixed in 2.6.5

  • Corrects an issue that could lead to the list of Account Summaries becoming so wide you couldn't see the actual Account Summary.
  • Resolves a situation where dates wouldn't be shown properly on Macs set to use the Buddhist calendar.
  • Properly formats amounts when they're entered with spaces.
  • Prevents a crash you might see when exporting.
  • Nixes an error message that may appear when opening a backup from inside CheckBook's super secret automatic backups folder.

Fixed in 2.6.4

  • Nixes a potential issue where CheckBook might not save changes to an Account's Currency.
  • Prevents a hang that can occur when CheckBook automatically saves your work or when you close your document while another process tries to access it.
  • Includes some minor user interface fixes.

Fixed in 2.6.3

  • Corrects a tabbing issue in Schedule Entry sheets.
  • Resolves a strange freeze that might occur when viewing split line items in a future Entry.
  • Takes care of a potential crash when your document is stored on a removable drive or volume that is no longer available.
  • Restores the ability to import Text or CSV, as well as export Text, CSV, and QIF on some earlier versions of OS X.
  • Minor user interface enhancements.

Fixed in 2.6.2

  • Prevents a crash that can affect OS X 10.10 Yosemite and macOS 10.11 El Capitan folks when they create a new document or switch documents with the File menu's Open Recent submenu.
  • Clears up the potential for the Debit button to stop working when an Account is set to populate the To menu with all previously entered items.
  • Minor user interface adjustments.

Fixed in 2.6.1

  • Prevents a crash that could happen when you create or view the details of a transfer.
  • Takes care of a situation where the last selected Entry and some column layouts may not be remembered when you quit and reopen CheckBook.
  • Sorting Schedules by Next Entry Date makes sense again.

New in 2.6

  • CheckBook is now 64-bit, so you'll be managing your finances with ease for years to come.
  • Color your balances and totals with your Entry colors. Look for the new settings in CheckBook's preferences.

Fixed in 2.6

  • Minor user interface fixes and enhancements

Splasm Store Users

Get the latest.

Minor updates to each major version of CheckBook are free, so if you have a license for any version that starts with "2." follow these steps to get the latest!

  1. Quit CheckBook.
  2. Download the update.
  3. If your Mac opens downloads automatically, a window with three icons will appear when the download is complete.
  4. If the download finishes but a window with three icons doesn't appear, locate the download in the Finder, double-click it, and the window will appear. Downloads go to your Downloads folder, by default. To go there, click the Finder icon on your Dock, go to the Go menu at the top of your screen, and click the Downloads menu item.
  5. Drag the CheckBook icon to the Applications icon. If you're asked if you'd like to replace a file, click the Replace button.
  6. Go to the File menu and click the Eject menu item. If the menu item is disabled, return to the window with the three icons, click the white space around the three icons so that nothing is highlighted, then go to the File menu and click the Eject menu item.

After the update

  • You may be asked to update or upgrade your document. Agree and your document will be ready to work with the update.
  • If you open the application and your data doesn't immediately appear, go to the File menu at the top of your screen, down to the Open Recent submenu, and try each document listed there until your data appears. If this doesn't cure all, don't panic just yet. There are several ways data can appear missing when it's really just hidden or in another document. Get in touch at support@splasm.com and we'll help out!