How to get Quick Reports in CheckBook and CheckBook Pro

Getting at a quick report, or summary, for a particular Category, To/From, or Description for a particular date range in CheckBook and CheckBook Pro is a piece of cake. Here’s how to do it for Categories – and you’ll see it works the same way for To/Froms and Descriptions:

To get a quick summary in CheckBook
(This also works in CheckBook Pro – but there’s a reusable alternative with more options further down that may be a better fit.)

1. Click the Entry button at the bottom of the document window.

2. Go to the Search field near the top right of the window, click the magnifying glass symbol at the left side of the field, and click the Custom Date Range item to set the range of dates you’re interested in.


3. Go back to the Search field, click the magnifying glass, and click the Category item.  This will limit your search to the Category field.

Screen Shot 2020-08-19 at 11.47.27 AM.png

4. Enter the Category you’re interested in into the Search field.  Only the Entries with this Category will be shown.

5. At the bottom right corner of the window, click the label next to the Balance field, which usually reads “Balance”,

Screen Shot 2020-08-19 at 11.47.59 AM.png

then click the Search Total item. The total of the visible Entries will be displayed in the Balance field.

Screen Shot 2020-08-19 at 11.48.08 AM.png

When you go to the File menu and click Print…, what you see is what you get – only the Entries for the Category you entered will be printed.  Look for the Total at the bottom of the printout to see a total of these Entries.

To get a quick summary in CheckBook Pro

You can use the method above, but there’s another way using CheckBook Pro’s Smart Folders that’ll take less effort if you need quick summaries often or if you need additional criteria that aren’t in the Search field: set up a Smart Folder. Add all the Conditions you need and reuse as needed. Here’s the setup:

  1. Click the Entry button at the bottom of the document window.

2. Click the Accounts button at the top right corner of the window once or twice to be sure you can see the Accounts list on the side of the window.

3. Click the plus (+) button at the bottom of the Accounts list to reveal a menu, then click the New Smart Folder… item. A sheet will appear asking you to name a new Smart Folder.

4. Name the new Smart Folder something that works for you. You might call it “Quick Summary”.

5. Below the Smart Folder Name field, you’ll see the Smart Folder already has a single Condition, or rule, to find Entries whose “Date is exactly MM/DD/YYYY”. Click the is exactly button, then click the option that best fits the period you want a quick summary for. If you select an option that requires a date range, enter that to the right of is exactly.


6. Click the plus button on the right side of the window, above the OK button, to add a second Condition.


7. The new Condition will be set to find Entries whose “Description contains __________”. Click Description, then click the Category item.


8. Click the OK button.

You just set up your first quick summary Smart Folder – but it gets even better. Smart Folders can have any number of Conditions, so you can drill even further into your Entries. Say you want to see only Debits or Deposits, or just Tax-Deductible Entries, or almost anything else you can think of. Set up Conditions as needed and you’re in business.

Here’s an example showing how to set up a third Condition to limit your quick summary to Debits. After you complete steps 6 and 7 above, where you added a Category Condition:

  1. Click the plus button on the right side of the window, above the OK button, to add a third Condition.
  2. As before, the new Condition will be set to find Entries whose “Description contains __________”. Click Description, then click the Entry item. The Condition will now read “Entry is Resolved“.
  3. Click is Resolved, then click the is a Debit item.

That’s it. You’ll only see Debits when you use this Smart Folder unless you change that third Condition.

Now, when you want a quick summary, you only have to

  1. Click the Entry button at the bottom of the document window.
  2. Click the Accounts button at the top right corner of the window once or twice to be sure you can see the list of Accounts on the side of the window.
  3. Double-click your quick summary Smart Folder.
  4. Change the Date Condition as needed.
  5. Enter the Category you’re interested in.
  6. Click the OK button.

You’ll see the Entries that match and their total will appear next to the Smart Folder in the Accounts list. Go to the File menu and click the Print… menu item if you need a hardcopy. You’re all set!

As always, if you need any help setting up, please get in touch at support@splasm.com and we’ll help you figure out things.

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Migrating from CheckBook to CheckBook Pro

When you’re ready for CheckBook Pro, you won’t have to re-enter any of your Accounts or Entries because all of your data is stored in a document you can open in either application. Here’s what to do:

  1. Open CheckBook so you can see your data.
  2. Go to the File menu near the top left corner of your screen and click the Show in Finder menu item. Your document will be highlighted in the Finder.
  3. Quit CheckBook.
  4. Open CheckBook Pro.
  5. Click the Finder icon on your Dock.
  6. Drag the highlighted document from the Finder to the CheckBook Pro icon on your Dock.

That’ll do it. Your data will appear in CheckBook Pro automatically going forward, just like in CheckBook. If you have any questions along the way, shoot us a message at support@splasm.com and we’ll help out!

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macOS 11 Big Sur Public Beta Compatibility

Welcome to the 2020 macOS Update Season, friends! macOS finally gets a major version bump this year, going all the way to 11, with a host of changes, upgrades, what have you, and we’re already cranking away on updates to keep your favorite Splasm applications working this year and beyond. Here’s how things are going with the macOS 11 Big Sur public beta:

 

Audiobook Builder 2.1.1 restores compatibility. Grab the update now!

 

CheckBook 2.6.16 restores compatibility. Grab the update now!

 

CheckBook Pro 2.6.16 restores compatibility. Grab the update now!

 

Return Labels 1.0.2: Compatible – you might see a smidge of a focus ring issue when tabbing between user interface elements.

 

PixelGriddle 1.1.1: Compatible

 

Please get in touch at support@splasm.com if you need any additional details!

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How to install a pre-release Splasm Software macOS application

When your download completes, you’ll likely find it in your Downloads folder. You’ll need to follow a few steps before you start using the application. Here’s what to do:

  1. Click the Finder icon on your Dock.
  2. Go to the Go menu at the top of your screen, and click the Downloads menu item.
  3. Locate the download, with an icon of a sheet of paper with a zipper down the middle, and double-click it. The new build will appear, with a similar file name and a real application icon.
  4. If you plan to use the pre-release build more than once or twice, move it someplace you can get to easily, like your Applications folder.
  5. In most cases, don’t use the last official version of an application after you start using the pre-release build. Ask us if you have any questions.

That should do it. Let us know if you need a hand at support@splasm.com!

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Roshambo Up! – Rock-paper-scissors Splasm-style!

When Allan’s not cranking on customer support, there’s a little time to indulge in some passions: art, music, and game design, to name a few. We pushed some light coding duty on Allan from the start, and, to that end, Griddle 1.1 and Scribble Squabble were almost entirely Allan’s projects. Now comes Roshambo Up!, with a completely different level of gameplay, art, music, and a, well, vibe that’ll hook you and make you wonder where the time went. You play a stream of ever more challenging rock-paper-scissors battles, with rules you’ll pick up in no time based on your previous experience with block/jewel/bubble/pill games, uncovering hidden surprises and power-ups along the way. Rock crushes scissors. Scissors cut paper. Paper wraps rock. Can you remember these 3 simple secrets and land a slot on the high scores list? Even if you don’t, we bet you’ll have fun playing!

Give the preview video a watch, download for free on the App Store, and let us know what you think at feedback@splasm.com!

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Transfer funds between CheckBook Accounts

Update, 2/4/2020:  Everything in this article is still 100% true, but there’s an even easier way to create transfers these days.  Go to the Entry menu at the top of your screen and click the New Deposit Transfer… or New Debit Transfer… menu item, and when you get to the From Account or To Account bit just click that button to see a menu of your other Accounts, then click the Account you want to transfer from or to.  Ta-da!  And, if you want to wow everyone with your CheckBook skills, you can create transfers without going to the Entry menu at all – just hold the Option key on your keyboard as you click the Deposit or Debit button at the top left corner of the window.  Whoa!

CheckBook and CheckBook Pro make it easy to transfer funds between your Accounts.  Create an Entry, tell it which Account to transfer to or from, and a matching Entry will automatically be created in the other Account.  Changes to one Entry will automatically appear in the other.

How to transfer funds between Accounts

  1. Go to the Account menu at the top of your screen, then go to its Go to Account submenu. Click the name of the Account you’d like to transfer to or from.
  2. Click the Entry button at the bottom of the document window.
  3. Click the Deposit or Debit button at the top left of the document window. An Entry sheet will appear.
  4. Enter the details for the new Entry. When you get to the To or From field, click the field’s label, to the left of the field, and a menu will appear. Click the To Account or From Account item and the field will become a menu button. Click the menu button and choose the Account to transfer to or from.

Screen Shot 2015-07-30 at 1.11.55 PM

5.  Click the OK button and a matching Entry will appear in the To or From Account.

Tips

  • When transferring funds between Accounts with different Currencies, you’ll see the Exchanged As field below the Amount field, where you can enter the actual Amount to transfer to or from the other Account. Click the Currency Exchange Helper button to the right of this field for help calculating the right exchanged Amount.
  • Transfers are italicized in the Entry and Reconcile sections.
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