Moving your Quicken data to CheckBook and CheckBook Pro

Moving from Quicken to CheckBook or CheckBook Pro usually only takes a minute or two and, in case you need to go back for any reason, won’t affect your data in Quicken at all. Here’s a guide to help you get set up. Choose your version of Quicken and off you go!

Which version of Quicken do you have?

Quicken for Mac 2015 or later

To move your data from Quicken for Mac 2015 or later, just find your document and tell CheckBook to create a new document with the data in that document.

  1. Open Quicken so you can see your data.
  2. Go to the File menu near the top left corner of your screen and click the Show “Your Document Name” in Finder menu item. Your document should be highlighted in the Finder.
  3. Open CheckBook or CheckBook Pro.
  4. Go to the File menu, near the top left corner of the screen, down to New, and click the Document from Quicken for Mac 2015 or later… menu item. An open panel will appear.
  5. Drag the highlighted document from step 2 to the open panel in CheckBook, or navigate within the panel to the document and highlight it, then click the Open button at the bottom right corner of the panel. A save panel will appear.
  6. Name the document in the Save As field at the top of the panel, choose a location to save the document (we recommend your Documents folder), and click the Create button at the bottom right corner of the panel.

Your Quicken accounts will appear in a brand new CheckBook document, ready for your first reconciliation. Take the next step!

Quicken Essentials for Mac

Like Quicken for Mac 2015 or later, you only need to find your document and tell CheckBook to create a new document with the data in that document.

  1. Open Quicken Essentials so you can see your data.
  2. At the top of the window, where you can see the name of the document, hold the Command (⌘) key on your keyboard while you click the name of the document. A menu will appear. Click the second item in the menu, then release the Command key. Your document should be highlighted in the Finder.
  3. Open CheckBook or CheckBook Pro.
  4. Go to the File menu, near the top left corner of the screen, down to New, and click the Document from Quicken Essentials for Mac… menu item. An open panel will appear.
  5. Drag the highlighted document from step 2 to the open panel in CheckBook, or navigate within the panel to the document and highlight it, then click the Open button at the bottom right corner of the panel. A save panel will appear.
  6. Name the document in the Save As field at the top of the panel, choose a location to save the document (we recommend your Documents folder), and click the Create button at the bottom right corner of the panel.

Your Quicken Essentials accounts will appear in a brand new CheckBook document, ready for you to get to work. Perform your first reconciliation and you’re off and running!

Quicken 2007 and earlier

First, you’ll need to get your data out of Quicken and into a QIF or QMTF file.

To export your data from Quicken to QIF or QMTF

  1. Open Quicken so you can see your data.
  2. Go to the File menu near the top left corner of your screen and down to Export. If you see a submenu, click a menu item that includes “QIF” or “QMTF”. If you don’t see a submenu, click Export.
  3. If you see additional options, be sure to tell Quicken to export all of your transactions for the entire date range you’ve been using Quicken.
  4. Save the exported file to your Desktop so you’ll have no trouble finding it.

Now that you have a QIF or QMTF file with all your Quicken data in it, let’s bring that file into CheckBook.

To import a QIF or QMTF file into CheckBook

  1. Open CheckBook or CheckBook Pro.
  2. If you haven’t created a document yet, you should see a small window with three choices. Click the Create a New Accounts Document button and save your new document in your Documents folder.
  3. Select an Account to import into. If you need to create a new Account, leave the Starting Balance field set to 0.00.
  4. Go to the File menu near the top left corner of your screen, down to the Import submenu, and click the QIF or QMTF… menu item. A window with a file browser will appear.
  5. Navigate to your Desktop, select the QIF or QMTF file you exported from Quicken, and click the Import button at the bottom right corner of the window. The Import Options window will appear.
  6. At the top of the window, click the Import Account button to reveal a menu of accounts in the QIF or QMTF file, then click the name of the account you want to import.
  7. Leave the rest of the options for now and click the OK button at the bottom right corner of the window. A preview of the Entries you’re about to import will appear.
  8. Give the preview a look to be sure the details appear just the way you expect. Quicken will only export certain data, so if a column is empty that’s just because the data for that column wasn’t in the QIF or QMTF file. When you’re ready to continue, click the OK button at the bottom right corner of the window. CheckBook will ask if it’s OK to continue. Click the Continue button and your Quicken transactions will now appear as Entries in your CheckBook Account.

Repeat steps 3 through 8 for all the Quicken accounts you want to import and you’re ready for the next step: Your first reconciliation.

After importing

You’ll probably want to reconcile right away. Look in Quicken for the last balance you reconciled, click the Reconcile button at the bottom of the CheckBook document window, and enter that last reconciled balance in the Statement Balance field, in the Statement column at the bottom right. Don’t focus on the Account column for now – you won’t need it yet. As long as you haven’t marked anything as “cleared” in Quicken since your last reconciliation, your Statement Balance should match your Resolved Balance, so your Unreconciled total should now be zero. Click the small Reconcile button below the Unreconciled total, confirm you want to reconcile, and you’ve completed your first CheckBook reconciliation. Hooray! Now click the Entry button at the bottom of the window to get back to managing your Entries.

With any luck, you’re now scrolling through your new Entries in CheckBook, imagining all the possibilities. Feel free to contact Splasm Support at support@splasm.com if you need any help along the way!

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Make your CheckBook Entries bigger

Eyeballs need options and you’ll find plenty of those in CheckBook’s preferences. Read on to learn how easy it is to change the font and font size CheckBook uses to display your Entries.

To make your Entries bigger or smaller, or to change the font

  1. Open CheckBook or CheckBook Pro.
  2. Go to the CheckBook or CheckBook Pro menu near the top left corner of your screen, next to the Apple () menu, and click the Preferences… menu item. The Preferences window will appear.
  3. Look a little over halfway down the window for the Entry Font and Size settings and change them to just what you’d like.

We hope that helps your eyes, friends. Reach out to support@splasm.com if you have any questions!

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CheckBook and CheckBook Pro 2.7.1

The first CheckBook and CheckBook Pro update of 2022 is ready and waiting, so come and get it! Now you can change the font and size of items in the Accounts drawer (CheckBook > Preferences… or CheckBook Pro > Preferences…), expand or collapse all of your split Entries in a single stroke (View > Expand All Split Entries or View > Collapse All Split Entries), and even perform basic arithmetic in any amount field (start the amount with an equals (=) sign, like =142-42). We zapped a glitch that can prevent new Accounts from appearing right after you create a new document from a QIF, Quicken Essentials for Mac, or Quicken for Mac 2015-2017 document, fixed a copy & paste bug, corrected a rounding error that could end up displaying “-0.00” when we all know “0.00” makes more sense, and took care of an issue with saving OFX and QFX Find Duplicates settings. For CheckBook Pro folks, All Accounts Summaries should save as expected, check printing will choose the correct paper size based on the template rather than the printer’s default, and the user interface for Smart Folders will no longer hiccup when you choose “Date” “is not during this” or “Date” “is not during last“. We also adjusted several interface items and optimized switching Accounts when a lot of Entries are selected. Cheers!

   
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-17770 and -17771 errors in Audiobook Builder 2.2

Update 1/6/2022: Audiobook Builder 2.2.1 is now available with the fix for error -17770 and -17771. Please reach out to support@splasm.com if you need a hand with anything after the update and we’ll be happy to help!

If you’re seeing unknown error -17770 or -17771 while building with Audiobook Builder 2.2, we believe we’ve already pinpointed the underlying issue and have a fix ready for you. Click here to download Audiobook Builder 2.2.1a1 and let us know at support@splasm.com if you see anything out of the ordinary or if the error pops up again and we’ll get on it!

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CheckBook and CheckBook Pro 2.7: Ready for macOS 12 Monterey

macOS 12 Monterey brought a few changes under the hood so we’ve revved CheckBook to 2.7 to keep up. On a scale that tops out at 2.6.22 that’s like turning it up to 11. Right? Moving on… We also took a minute to redesign the Launch window and crafted a new way to hide, close, or set up trial Accounts. You’ll find three new options when you create or edit an Account: Show Account, Include in Total (CheckBook) or Include in All Accounts (CheckBook Pro), and Enable Schedules. We’re thinking of adding menu items to combine these for you in a future update, but you can get down to business with them as-is right now:

Show AccountInclude inEnable Schedules
Hide an Account
Close an Account
Create a trial Account
The possibilities are endless! OK…there’re 8 combinations.
 

2.7 also pulls back on centering the selected Entry in some situations and doesn’t animate scrolling when it does center the selection. Thanks to the handful of folks who let us know how those changes didn’t work so well for them. Minor interface tweaks round out this release.

   
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macOS 12 Monterey compatibility roundup

Hello and welcome again to another macOS upgrade season! Every fall we rev our applications so you can enjoy them on Apple’s latest and greatest. This year’s no exception! We’re about to guide you through the glitches we know about and let you know how we’re handling them. Let’s get started!

Audiobook Builder folks, you’re in for a graphical glitch when you use the Rename feature and click outside the format field at the top of the window. All the blue “tokens” representing various elements will shift upward about ten points – but no worries! They’re not going anywhere and your rename format will still work when you click the OK button. We’ll have a fix for that soon. Bonus round: Monterey appears to have resolved an issue brought on by macOS 11.3 that could prevent third-party audio files from passing through to the final audiobook. You’d have seen this when building, as the progress bar would freeze and the build would never finish. Looks like that one’s history!

CheckBook and CheckBook Pro friends, you’re in a similar boat: When you click the magnifying glass at the left side of the Search field at the top right corner of the window and choose an option for date, resolved, reconciled, or tax-deductible status, the Search label’s contents will shift downward several points. We’re working on CheckBook 2.7 with the fix for this and more, so keep an eye out! CheckBook and CheckBook Pro 2.7 are available as of 10/31/2021 with fixes for Monterey. Learn more.

PixelGriddle and Return Labels peeps, we’re searching for bugs with the official Monterey release and will let you know if we find anything.

And that’s a wrap for our macOS 12 Monterey compatibility roundup. Reach out to support@splasm.com if you have any questions or find an issue you think we need to fix and we’ll get on it!

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