CheckBook and CheckBook Pro 3 are ready to take your personal finance management to the next level. You’ll find major appearance enhancements that leave the basics alone so you’ll feel right at home, an all-new, easy Budget feature, supercharged Account Summaries, and a whole lot more.
Appearance enhancements
Grey window backgrounds are out, brightening your day with a more modern look and feel right from the start. We’ve moved buttons further apart and enlarged fonts for better readability, as well. Dark mode support, with independent color settings, brings less eye strain and increased readability while you focus on those all-too-important amounts, totals, and balances. You’ll also enjoy better fullscreen compatibility with the new Accounts sidebar.
Budget with ease
Click the Budget button at the bottom of your document window to see daily, weekly, monthly, quarterly, or yearly totals for your Categories. Double-click a Category to set up a Budget Goal with a Target so you can track your activity over time. Try out the Year by Month view to see all twelve months of a year and set a custom Target per month. And don’t forget a hard copy or PDF version of what you see is always just a visit to the File menu and click of the Print… command away.
Supercharged Account Summaries
Have you ever wanted to report on just one or a few Categories without fiddling with the Search or Smart Folders? Now you can. How about turning off the activity bars next to your subtotals? Doable. Hiding some of the totals at the bottom of each subtotal period? You have the power. Need to exclude Transfers? Yes, yes! And Account Summaries now come with a handful of new figures, like In, Out, and Opening balance, to help you make the most of your data.
Tax-deductible split line items
Ace those itemized taxes with the handy new split line item Tax-deductible checkbox. Deductible subtotals are now at your command.
Claim your upgrade!
If you purchased on or after June 18, 2023, you have a free upgrade coming. If you purchased before that date, we still have a sweet deal for you.
Recent questions and answers
Here are a handful of questions folks have asked about the upgrade, followed by our answers.
How much does the upgrade cost?
If your upgrade isn’t free, here’s what to know:
CheckBook 3 is now US $19.99, so a 35% discount brings that down to around US $12.99.
CheckBook Pro 3 is now US $29.99, so a 40% discount brings that down to around US $17.99.
You can upgrade later from CheckBook 3 to CheckBook Pro 3 for the approximate price difference.
Pricing in your locale may be slightly higher, depending on currency conversion and/or Mac App Store pricing tiers. Local taxes will apply.
Why upgrade?
While CheckBook 3 comes with quite an array of new features and changes designed to power your personal finance management beyond what you could do with CheckBook 2.7.34 and earlier, the truth is you don’t have to upgrade. At least, not yet. If you’re comfortable with CheckBook 2.7.34 and the goodies in CheckBook 3 don’t move you, what you have right now will continue to work on macOS 15 Sequoia 15.3 and earlier, the same as ever. There’s no technical reason to spring for the upgrade before this fall, and you may have even longer than that. Why the fall? Because that’s when we expect Apple’s next major macOS upgrade, likely macOS 16. It might break things in CheckBook 2.7.34 you rely on – but it might not. Bottom line: as long as it works for you, feel free to keep using CheckBook 2.7.34. If something breaks, the upgrade awaits.
Will I lose my data if I upgrade?
No. CheckBook 3 copies your previous settings and data so your previous version will continue to work as before.
The upgrade only found one of my documents. How do I upgrade the others?
CheckBook 3 attempts to locate and upgrade the document you most recently worked in. If you have other documents, open CheckBook 3, drag the other documents to the CheckBook 3 icon on your Dock one at a time, agree to let each be upgraded, and save them wherever you like. To get back to the document you started with, go to the File menu at the top of your screen, down to Open Recent, and click the name of that document, likely near or at the bottom of the list.
Can I remove CheckBook 2 after I upgrade?
Yes, you sure can. CheckBook 3 is a full replacement for CheckBook 2 so, as long as you see your data at the end of the upgrade and everything seems to be in order, you won’t need CheckBook 2 anymore. Drag the CheckBook 2 application, with the full-sized checkbook, credit card, and pen icon, to the Trash. There’s no rush to remove CheckBook 2, though. Take your time, make sure you’re comfortable after the upgrade, and toss CheckBook 2 when you’re ready.
Questions or comments?
Please reach out to support@splasm.com and we’ll be happy to help!