CheckBook Pro 2.7.8

7/26/2022

What's New

Fixed in 2.7.8

  • Nixes a crash that may happen after you use Multiple Change to change the details of a group of Entries, then try to change a Schedule.
  • Prevents a potential cloud storage sync issue that can begin when Apple Migration Assistant is used to move CheckBook Pro to a new Mac and changes are made on both Macs at the same time.
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Older Releases

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 Pro > 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

  • Nixes an issue that could prevent Entries from being dragged to Accounts or Folders in the Accounts list on the side of the window, as well as items in the Accounts list from being dragged about.
  • Prevents a crash that could happen when you print checks, click in the Address column, then click the Manage Addresses… menu item.
  • 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

  • Zaps a glitch with the Debits total in the All Accounts Quick Summary.
  • 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 Pro 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 Pro 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.
  • All Accounts Summaries now save as expected.
  • Check printing now selects the correct paper size when the printer’s default is set to something else.
  • Nixes an issue in Smart Folders that could prevent the “Date” “is not during this” and “is not during last” options from working on the first try.
  • 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 All Accounts 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 Pro 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 Pro 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 Pro 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!
  • Find even more Entries just when you need them - Smart Folders now treat Amounts and Check Numbers like numbers when you use the “equal to”, “less than”, and “greater than” options and treat them like text strings with all of the other options.
  • 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.
  • Find even more Entries with the new Entry “is Split” Smart Folder option.
  • 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 Pro”.

Fixed in 2.6.18

  • Improves saving to iCloud Drive or other cloud storage providers and syncing with other Macs running CheckBook Pro 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

  • Prevents a crash that can happen if an Entry is dragged in All Accounts.
  • 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.
  • Again remembers and automatically selects the last check printing template you chose on macOS 10.15 Catalina and later.
  • 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

  • Find more of the Entries you’re looking for with new Smart Folder conditions that match whether an Entry is a Deposit, Debit, Transfer, or Check, or was imported.
  • Use the new Account Name Smart Folder condition in All Accounts to find Entries that belong to a particular Account or group of Accounts.
  • 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 Pro 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.
  • Resolves an issue when printing checks that could prevent new addresses from being saved if the “New Check Address…” option is used.

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

  • Now it's a snap to print your checks with addresses for windowed envelopes. Tell CheckBook Pro to print checks, then look for the Address column. You can choose an address, manage addresses, or even import from your Mac's Contacts.
  • 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. And if you'd like to search by created or modified date, Smart Folders are ready and waiting!

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 Pro's super secret automatic backups folder.

Fixed in 2.6.4

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

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.
  • Fixes a situation where a password-protected Account's Entries might become visible before its password is entered.
  • Minor user interface adjustments.

New in 2.6.1

  • Includes some minor check printing enhancements, like placing asterisks before the check amount to help prevent unwanted charges.

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 Pro.
  • 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.
  • Check printing on pre-printed check paper has arrived! Let CheckBook Pro save you some ink strokes and tell us what you think!
  • 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