Third, you can import data from financial institution sites (bank, credit cards), to keep your data syncronized. Second, you can set up multiple accounts, as well as credit cards. First, you can transfer all of your old data from your Quicken stuff - I still have an historic checkbook register - hooray. CheckBook Pro has turned out to be great. I needed a stable program to manage daily finances. Quicken has had issues since it was sold by Intuit, to an LBO group a few years ago. I didn’t want to change, because it was like having a huge historical checkbook register in my computer. What I’m having to do now is to apply the full amount to the Loan account and then create another entry on the Loan account to add back in the interest? When the monthly payment is due, I would like the total payment substracted from my checkbook, but only appy the princpal part of the payment to the Loan account. To clarify, I have a Home Equity loan set up. One question - is there a way to to split a payment and send part of the payment to an account and the rest just associate with a category. Another time saving feature would be to have the ability to schedule a transactions from a register transaction without having to retype ALL the information. I do like being able to select what I want (Entry, Reconcile, Schedule, Summary) at the bottom of the sheet. Takes way long to enter my transactions especially since tabbing does not stop on type. The biggest complaint I would have is I can’t find a way to enter directly into the register(tab through the fields) rather than having to entering debits or credits into a popup box. There was a small learning curve to do the basic, but it’s very easy to use. I was so happy to find this app as it is able to do what I need. I’ve used Quicken for my checkbook/finances since the 1990s, but didn’t want to buy something that requires annual subscription. I recently switch from a PC to a Windows. All in all I’m really liking this checkbook program alot and the longer I use it, the more I appreciate all the time Splasm put into making this. As I said these are petty complaints and I’m getting used to the differences from the program I was using on my iPad. I think if they added another entry line so that you could transfer from account and to account would make this less confusing. You have to be in the account you’re transferring money to in order to transfer the money. The other thing that’s a bit confusing is when you want to transfer money from one account to another. Though this isn’t a big deal, I’m not used to it not being automatic but I’m getting better at adding the decimal point manually. The one thing I was used to on the other program was the automatic decimal point being added when I was entering amounts. I really like all the features but there are a couple of things that I wish they would change/add. Decided to try this and I’m glad that I did. I used another program which isn’t available on the Windows platform, only available on iPad/iPhone and was looking for something to use on my laptop. Users can access built-in help, video tutorials, and forums for support. The app also supports managing accounts in multiple currencies and transferring funds between accounts without creating two transactions. CheckBook Pro supports importing from other personal finance apps or banks and allows users to share and sync their data with other users on a local network or iCloud. The app also offers pro features such as saving complex searches as Smart Folders, grouping transactions into Folders, quickly changing details for a group of transactions, and reporting on all accounts at the same time. It allows users to precisely manage their finances by searching for transactions with simple or combined search criteria, reconciling accounts to the penny, scheduling periodic transactions, and tracking cash flow over time with customizable reports. What is CheckBook Pro? CheckBook Pro is a personal finance management app that offers advanced features beyond a basic check register and reporting tool.
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