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CheckBook 1.6 ReadMe

Welcome to CheckBook!

Keeping tabs on your finances can be a lot of work.  You ask yourself, "Where is all my money going?"  Your old-fashioned paper check register can't provide the sorting and balancing features you so desperately need, but on the other hand, monster applications like Quicken make you sift through tons of features and distract you with their financial services ads.  You could really use a middle ground - a personal finance manager that excels at the basics but keeps things simple.  Thank goodness you found CheckBook!

Features

•  Powerful Toolbar - everything you need to manage your Deposits, Debits and Transfers.
•  Single-window interface - keeps your data front and center.
•  Account Summary - visualize where your money came from and where it's going.  Specify a date range and choose from several additional options to get a quick look at your financial picture, including subtotals of all your Types, Descriptions and To/Froms!
•  Entry Table - easy access to all your Deposits, Debits and Transfers:
	-  Sort by date, type, check number, description, or amount.
	-  Customize colors for Deposits, Debits and Transfers.
	-  Contextual menus for added flexibility.
•  Reconciliation mode - helps you locate missing entries and compare against Real World statements.
•  Scheduled Entries - configure CheckBook to remind you of repeating transactions.
•  Filters - speedy, always-on filtering let's you find specific transactions in no time.
•  Interactive Balance - user-customizable field to keep track of any vital Account statistic.
•  Easy Import & Export - import Quicken Interchange Format (QIF) and export tab-delimited text.
•  Auto-completing Fields - streamlines data entry.
•  Printing - print all Entries, the results for the current search or an Account Summary.
•  Multiple Accounts - easily work with more than one account with CheckBook's Accounts Drawer.
•  Password Protection - keep visitors out of your business.
•  Customizable Entry Types - label your account Entries any way you like.
•  International Date & Currency - settings in Mac OS X's International preferences are completely supported.
•  Auto-Save - no need to worry about saving or file structure.
•  And more!

Registration

Registration for continued use of CheckBook is just US $17.95.  Your registration includes free access to all updates before CheckBook 2.0.  

Splasm accepts payment via credit card at http://www.splasm.com/register and via PayPal at http://www.splasm.com/register/registerpaypal.html.  Email customerservice@splasm.com for alternate arrangements.

Unregistered copies of CheckBook are fully functional except for a limit of 50 Entries per Account.

Release History

1.6 - 10/14/2005

New Features:
•  QIF Export, with support for custom text encoding
•  Ability to copy Descriptions, To/From Items and Types between Accounts
•  Support for QIF dates with no date component separators
•  Support for QIF with completely empty transaction lists
•  Support for QIF with custom thousands and decimal separators
•  Support for custom text encoding during QIF Import
•  Check # field in Schedule Reminder
•  Password prompts now identify the relevant password-protected Account
•  Per-Account QIF Import Options
•  New Getting Started Help section

Fixes:
•  Corrects a number formatting issue in Amount and Balance fields resulting in NaN
•  Corrects printing page layout calculation error that could result in a "Page 0" when certain paper sizes are selected
•  Now resets the focus in all date pickers so the first component is highlighted when an Entry is created or changed
•  Corrects the nonfunctional Notes Filter

1.5.1 - 9/6/2005

New Features:
•  New date picker control in Mac OS X 10.4 and later
•  Expanded QIF Import support

Fixes:
•  Dates are now stored independent of time zone
•  Corrected error when an Account is removed and a password-protected Account is automatically selected by CheckBook
•  Miscellaneous interface consistency adjustments
•  Miscellaneous CheckBook Help consistency adjustments

1.5 - 7/22/2005

New Features:
•  Account balances and grand total are now available via the Accounts Drawer
•  Accounts may now be sorted by balance
•  Global password protection
•  Amount Filter
•  Check number Filter
•  Preference allowing user to choose the default date for new Entries
•  Accounts Drawer is now resizable

Fixes:
•  Currency Symbol preference now takes effect immediately
•  Reconcile table columns will resize correctly
•  QIF Import will skip non-numeric check numbers

1.4 - 5/19/2005

New Features:
•  Completely new Account Summary helps you get a quick, comprehensive look at your finances.  Easily subtotal your Types, Descriptions and To/Froms for any given date range.
•  Notes Field in every Entry Sheet
•  Tax-Deductible CheckBox in every Entry Sheet
•  Filters for new Notes Field and Tax-Deductible CheckBox
•  Additional date-based Filters
•  Statement Balance field is now saved per Account
•  Preference to Cancel Filter When Adding or Changing Entries
•  Entry printing now attempts to proportionally split available page width between the Type, Description and To/From columns
•  Scheduled Entries Reminder may now be resized horizontally
•  Commit All Button for Scheduled Entries Reminder
•  5-second countdown allows you to rethink that Account Removal before it's too late
•  Numerous look and feel enhancements

Fixes:
•  Corrected potential crash when the Schedule Reminder appears while CheckBook is hidden
•  Corrected potential rounding precision errors during Amount input
•  Disclosure triangles in the Descriptions and To/From Items outlines should now be visible
•  Tiger Compatibility:  Adjusted table column resizing to work correctly on Tiger 

1.3.7 - 4/28/2005

Tiger Compatibility:
•  Speaking Entries - CheckBook will now speak Amounts to (only) two digits of precision
•  Italicize Future Entries - adjusted to italicize correctly on Mac OS X 10.4

Fixes:
•  Types table in Account Options works correctly while a user is creating their very first Account
•  Truncating text with an ellipsis now works correctly with fonts that are missing necessary glyphs

1.3.6 - 2/17/2005

New Features:
•  Speaking Entries - CheckBook can speak one, some or all of an Account's Entries
•  Speaking Amounts - CheckBook can speak numbers as they are entered in an Entry's Amount field
•  Users may now choose the font and font size for Entries in all tables

Fixes:
•  QIF Import now supports transactions that are completely outside of standard transactions lists
•  QIF Import now supports files with mixed line endings
•  Scheduled Entries Reminder will now be rescheduled to appear at least 15 seconds after the last keystroke or mouse click

1.3.5 - 1/25/2005

Fixes:
•  Corrects a rendering glitch with the 'Italicize Future Entries' feature and Mac OS X 10.2.x

1.3.4 - 1/13/2005

New Features:
•  Added a preference to italicize Entries that occur after the current date

Fixes:
•  Corrects a Running Balance calculation error when Checks fall on the same date as non-Checks
•  QIF Import now correctly handles transactions that contain an exclamation mark
•  QIF Import is now more tolerant of transactions with minimal Split data
•  Sorting by Check Number and Date will now correctly differentiate between Checks and non-Checks

1.3.3 - 11/17/2004

New Features:
•  Adjusted Statement column in the Reconcile tab for easier reconciliation
•  Increased Entry limit for unregistered users from 25 to 50

Fixes:
•  Resolves potential for inconsistent Transfer behavior after a QIF Import
•  Provides support for a wider variety of QIF
•  Eradicates crashing bug in the QIF Import Options sheet
•  Corrects a couple of graphical glitches in the Preferences sheet

1.3.2 - 9/2/2004

New Features:
•  Expanded QIF Import support includes !Type:CCard and !Type:Cash transaction lists
•  General Filter now searches Split Entries
•  New Split Description and Split To/From Filters

Fixes:
•  Splits created before CheckBook 1.3.1 will now work correctly.

Notes:
•  Filter selection will be reset to General the first time CheckBook 1.3.2 is launched.

1.3.1 - 8/10/2004

New Features:
•  Improved Quicken Interchange Format (QIF) Import
•  Splits per Entry increased from 5 to 10

Fixes:
•  QIF containing more than 5 Splits per Entry should now import with all Splits intact.
•  QIF containing Debit Splits should now correctly import with negative Amounts.
•  QIF Import now supports QIF containing newline-only line endings.
•  QIF Import should now handly any non-decimal date component separator automatically.
•  Mac OS X 10.2.x users should now be able to import QIF.

1.3 - 8/5/2004

New Features:
•  Quicken Interchange Format (QIF) Import
•  Tweaked autocomplete feature

Fixes:
•  CheckBook now selects the last-used Account upon launch
•  Interactive Balance highlights correctly after window resize

1.2.1 - 5/18/2004

New Features:
•  'Save Changes' Menu Item
•  'Backup Accounts...' Menu Item

Fixes:
•  More robust automatic backup naming scheme
•  Better support for some International currency formats
•  Minor corrections to the Help system
•  Export now works correctly for Mac OS X 10.2.x users
•  Deposit Splits now work correctly for Mac OS X 10.2.x users

1.2 - 4/27/2004

New Features:
•  Scheduled Entries
•  Transfer Entries
•  Interactive Balance
•  Splits
•  Tab-delimited Text Export
•  Account-specific Types, Descriptions and To/From Items
•  Rapid Entry Buttons in Entry Sheets
•  New Preferences for miscellaneous Entry behavior
•  Automatic Accounts file backup
•  Numerous tweaks
•  Updated interface

Fixes:
•  Issue with very long pauses at program launch, related to 'Check For Updates' feature, has been resolved.

1.1.5 - 4/30/2003

Fixes:
•  Completely rewritten printing engine now works more reliably with certain printer models.

1.1.4 - 4/4/2003

Fixes:
•  Corrected a potential formatting glitch with the starting account balance field.
•  Relative order of sorted entries which have equal sort values, ie. two entries with the same date, should now remain consistent regardless of filter.
•  Fixed a potential display error in the Check # field in the Debit sheet.
•  The Resolve Entry contextual menu item and Resolve button will now correctly update the Resolved Balance field.
•  The Ellipsis and AutoComplete preferences are now labeled more clearly.

1.1.3 - 3/10/2003

New Features:
•  Entry types can now be set via contextual menu and the Entry menu.
•  Work around for Mac OS X 10.1.x users who can't see the Entry & Reconcile tabs.  These users should check the Window menu.

Fixes:
•  Corrected the quarterly filters.  These filters will now produce the correct results.
•  Entry ID numbering has been corrected.  ID's will be reassigned automatically to correct sort order issues stemming from this issue.
•  "Show Account" menu item is now disabled when main window is in the background.
•  Corrected potential misnumbering when automatic check numbering is enabled.
•  Automatic check numbering setting is now respected when disabled.

1.1.2 - 3/3/2003

New Features:
•  Types are now alphabetized in the Preferences and Entry sheets.

Fixes:
•  Corrected a graphical glitch with the inset for the Accounts Table.

1.1.1 - 2/19/2003

New Features:
•  Auto-completing 'To', 'From' and 'Description' fields
•  Faster rendering of Entry and Reconcile tables

Fixes:
•  Corrected instances of the main toolbar becoming disabled after a sheet is dismissed.
•  Corrected sort order during entry into pre-CheckBook 1.1 accounts.
•  Entry selection is now saved correctly from session to session.
•  Worked around the lack of certain NSDrawerWindow methods in Mac OS X 10.1.5.
•  Corrected a possible display glitch when removing an account above a password-protected account.
•  Corrected a possible display glitch when selecting an entry after dismissing a sheet.
•  Debits with a nil value now print with the user-selected debit color.

1.1 - 2/14/2003

New Features:
•  Reconciliation mode
•  'Resolved' checkbox
•  'To/From' field
•  Internationalized date and currency formats - full support for Mac OS X's International preferences
•  Built-in Filters for Description, To/From, Type, Date and Resolved status
•  Account Summary can now be printed
•  Updated contextual menus
•  Option to use an ellipsis when truncating text
•  Option to auto-number checks
•  Option to check for software updates
•  Numerous tweaks
•  Updated interface

1.0.7 - 2/3/2003

Fixes:
•  Fixed an error that could prevent editing entries after beginning an entry during the month of February.  Thanks to the registered user who helped us find this bug!
•  Adjusted how CheckBook handles changes to an entry's year.
•  CheckBook now populates the Types menu correctly, even when some Types have the same name.

1.0.6 - 1/27/2003

Fixes:
•  Corrected an error that could cause difficulty editing entries after the month of February.
•  Corrected a situation which could cause some accounts to be numbered identically, resulting in accounts that would not keep their table settings.
•  Adjusted CheckBook's online help system to correct a graphical glitch.

1.0.5 - 1/11/2003

Fixes:
•  Corrected two issues that could cause printing to fail or CheckBook to crash.
•  CheckBook now quits in all situations where the main window is closed.

1.0.4 - 1/4/2003

Fixes:
•  Corrected possible display glitch in floating-point precision in Amounts and Balance fields.

1.0.3 - 12/30/2002

New Features:
•  Sort Accounts List alphabetically
•  Accounts may now be removed via the Delete key
•  Entries may now be edited via the Return key
•  Accounts may now be edited via the Return key
•  Arrow key navigation in Entry Table

1.0.2 - 12/17/2002

New Features:
•  Dock Menu for new debits and deposits
•  Deposits and debits may now be removed via the Delete key
•  Deposits combo key has been reconfigured for Command-=

Fixes:
•  Entry Table now correctly displays all entries for registered users immediately after launch.
•  Entry Table is correctly refocused as the first responder after a sheet is dismissed.

1.0.1 - 12/11/2002

New Features:
•  Entry Table column settings for each account are saved across launches of CheckBook:
	-  Column width, order and selection are saved and restored.
	-  Sort order is preserved from launch to launch.
•  Selected deposits/debits are restored while switching accounts and on next launch of CheckBook.
•  Printed reports use the Entry Table's column ordering.
•  Printed report footer now includes account balance.
•  Printed reports now use only the short date, in the format of MM/DD/YYYY.

Fixes:
•  Check numbering is now more consistent in certain situations
•  Miscellaneous Entry Table tweaks

1.0  -  12/6/2002

•  Initial Release

Splasm Software

Splasm Software thanks you for your interest in moving your finances to CheckBook.  We hope you enjoy this powerful product, and encourage you to communicate with us via email.  Please send any suggestions or constructive feedback to feedback@splasm.com.

Legal

End User License Agreement

This End User License Agreement, hereafter referred to as the "Agreement", is a legal agreement between Splasm Software, hereafter referred to as the "Company", and you (either an individual or other legal entity) defining the terms of use of the Company's software entitled CheckBook, hereafter referred to as the "Software".  The Software includes all related materials delivered to you via any means from the Company.  Examples of these materials include the actual application, its documentation and any numbers or codes designed to allow complete access to the Software's functionality.

By registering and using the Software you agree to be bound by all the terms contained in the Agreement. 

You are permitted to use the Software on only one computer at a time, and it is to be used by only one user at a time.  The Software is considered "in use" when any portion of it is loaded in a computer's temporary memory, ie. RAM or ROM, or in a virtual memory paging file, and a user is interacting with the Software in any way, shape or form. 

The Company reserves the right to refuse support and maintenance updates to any party whose "license", "serial" and/or "registration" information is found by agents of the Company in any form viewable to the public at large.  Such forms include but are not limited to public forums and newsgroups, websites, ftp sites, decentralized peer-to-peer networks and private trading networks or publications.  Should these conditions be met, the Company will immediately take steps to protect the Software, up to and including deactivation of your license and legal proceedings against you.

The Software contains trade secrets and confidential information which are proprietary to the Company. Their use or disclosure in whole or in part without the express written permission of the Company is prohibited.

You may not disassemble, reverse engineer or otherwise modify the Software for any purpose whatsoever.  You may not modify or create derivative works based upon the Software.

The Software is also an unpublished work protected under the copyright laws of the United States of America. If the Software becomes published, the following notice shall apply:

Copyright © 2002-2005 Splasm Software
All Rights Reserved

THE SOFTWARE, DATA AND/OR DOCUMENTATION ARE PROVIDED "AS IS" AND WITHOUT ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, WITHOUT LIMITATION, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.

When permission has been granted to make copies of this software, data and/or documentation, the above notices must be retained on all copies.

Intuit and Quicken are registered trademarks of Intuit Inc. in the United States and other countries.  Other brands and product names are trademarks or service marks of their respective owners, registered in various jurisdictions, and should be treated as such.

1.6
Revised 10/14/2005
Copyright © 2002-2005, Splasm Software