CheckBook Pro Videos

Learn by seeing it done.

GETTING STARTED IMPORTING ADVANCED

Getting Started
This won't be a journey of a thousand miles.

Naming your Account

  • Naming your Account
  • The first thing you should do is name your new Account to reflect what you'll 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".

Your Starting Balance

  • Your Starting Balance
  • If you plan to begin using CheckBook Pro 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.

Currency

  • Currency
  • CheckBook Pro is designed to accommodate the currency symbol and formatting appropriate for each of your Accounts. These options are grouped together in what CheckBook Pro 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.

Password Protection

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

Autocompletion

  • Autocompletion
  • CheckBook Pro 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.

Descriptions

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

To/From Items

  • 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 Pro to AutoComplete, and if you pick the third option set up a list of To/From items in the proper section of the list.

About Types

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

Types Part One

  • 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.

Types Part Two

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

Types Part Three

  • 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
Bring on the data.

Importing OFX or QFX

  • Importing OFX or QFX
  • 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 Pro can import basic transaction lists from statements in both formats.

Importing QIF or QMTF

  • Importing QIF or QMTF
  • 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 called a QMTF file. CheckBook Pro lets you import these QIF or QMTF files with ease by providing several options for working with the many variations this format allows.

Importing from Quicken Essentials for Mac

  • Importing form Quicken Essentials for Mac
  • The data from Quicken Essentials for Mac can be directly imported into CheckBook Pro 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.

Importing Tab-delimited Text or CSV

  • Importing Tab-delimited Text or CSV
  • 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 Pro can import these types of files and provides a data layout interface that lets you tell CheckBook Pro how the data fields in each file are arranged so it knows how to create Entries to represent the imported data.

Transfers, Autofill, and Advanced Scheduling
Even more power.

Transferring Funds Between Accounts

  • Transferring Funds Between Accounts
  • CheckBook Pro 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.

Autofill and Advanced Scheduling

  • Autofill and Advanced Scheduling
  • A short instructional video on Category autoFill and advanced scheduling options.

Resources

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Help

CheckBook Pro Help 2.7.7
4/29/2022

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