CheckBook Video Tutorials

Whether you've just started using Checkbook or just want to make sure you know all your options, these short videos will guide you through step by step. Click any section below to see a list of related videos. You can also find these tutorials on our YouTube channel. If you have any questions, contact us at We'll be glad to help!

Getting Started With CheckBook

1. Naming Your Account

The first thing you should do is name your new Account to reflect what you will do with it. Is it where you'll keep a record of your checking account? If so, you could name it "Checking". Or, let's say your bank is named Second National. In that case, you might name the Account "Second National".

2. Your Starting Balance

If you plan to begin using CheckBook without entering your previous financial history by hand or importing it from another application, you'll probably need to account for your Real World Balance. The easiest way to do that is by entering your current Balance in the Starting Balance field.

3. Currency

CheckBook is designed to accommodate the currency symbol and formatting appropriate for each of your Accounts. These options are grouped together in what CheckBook calls a Currency. As you set up your first Account you'll be able to choose from a default set of Currencies. Don't worry if the Currency for your locale isn't in the list - use one of the defaults for now. You can set up your own Currencies and reconfigure your Account's Currency later.

4. Password Protection

Sometimes, it's necessary to prevent other users who have access to your Mac from looking at your Accounts. CheckBook Provides an optional password protection feature for each Account. This allows you to protect some Accounts but not others.

5. Auto Completion

CheckBook keeps track of some of the Entry details you've used before, then compares those details with what you're typing in the current Entry. When it knows you've typed the words "Groceries at Corner Mart" some time in the past, and sees you're typing in "Groceries" in the current Entry, then it will fill in the rest automatically - so you don't have to.

6. Descriptions

This is where you can set up AutoCompletion for each Entry's Description field. First, you need to choose how CheckBook comes up with possible matches to what you type.

7. To/From Items

This is where you can set up AutoCompletion for each Entry's To/From field. The process is almost the same as when you set up your Descriptions. Just choose the way you want CheckBook to AutoComplete, and if you pick the third option set up a list of To/From items in the proper section of the list.

8. About Types

CheckBook's Types are an easy way to group your Entries by how they were transacted.

9. Types Part One

The Types section has two parts: the Types list, where you can set up your Types, and an area where you can select the default Type for Debits and the default Type for Deposits.

10. Types Part Two

Try this: press the button with the plus symbol. An Edit Type window should appear.

11. Types Part Three

Here you can see two popup menus for selecting the default Type for Debits and Deposits. Just select the proper Type for each and you're all set. Those will be the defaults for all new Entries.

Importing into CheckBook

1. Importing an OFX or QFX File

Many online checking and credit card institutions support the Open Financial Exchange, or OFX, statement file format. You may also find some banks provide statements in the QFX statement file format, which is closely related to OFX. CheckBook can import basic transaction lists from statements in both formats.

2. Importing a QIF or QMTF File

A number of accounting applications and many online banks provide easy access to your financial information using a standard file format called Quicken Interchange Format, or QIF, also known as a QMTF file. CheckBook lets you import these QIF or QMTF files with ease by providing several options for working with the many variations this format allows.

3. Importing from Quicken Essentials for Mac

The data from Quicken Essentials for Mac can be directly imported into CheckBook without having to make any intermediary steps using Quicken. Make sure you have your .quickendata file that was created by Quicken Essentials in order to begin the import process.

4. Importing a Tab-delimited Text or CSV File

Online banks may make your transaction history available in one of two common text formats: tab-delimited text or CSV (comma-separated values). The formats separate data into fields, representing a bit of information about each transaction, such as its amount or check number. CheckBook can import these types of files and provides a data layout interface that lets you tell CheckBook how the data fields in each file are arranged so it knows how to create Entries to represent the imported data.

Transfers, Auto Fill and Advanced Scheduling Options

1. Transferring Funds between Accounts

CheckBook allows you to transfer funds between Accounts through Linked Entries - Entries in two different Accounts that CheckBook knows are related. When a Linked Entry is created a corresponding Linked Entry is automatically created in the selected destination or origin Account. Likewise, changes to a Linked Entry in one Account are usually automatically applied to the corresponding Linked Entry in the other Account.

2. Auto Fill and Advanced Scheduling Options

A short instructional video on the new features of CheckBook 2.1: Category AutoFill and Advanced scheduling options.

Additional Resources

Read CheckBook's Help
Browse the Help here, or read it inside CheckBook itself by going to the Help menu at the top of your screen. Get a PDF copy so you can print or read offline.

Join the discussion
Our Forum is an excellent place to find answers from other users and talk about our apps.

Get in touch
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