CheckBook Help

Contents:

Getting Started
Managing Entries
 
The Entry Table
Create a New Entry
Change an Entry
Remove an Entry
Importing Entries
Exporting Entries
Types
Splits
Speaking Entries
Filtering & Searching
Interactive Balance
Reconciliation
Scheduled Entries
Managing Accounts
Account Options
Account Summary
Preferences
Printing
Maintenance

 

Managing Entries

 

Exporting Entries

CheckBook provides an easy Export feature to allow you to move your Account data to another finance application or to save it for advanced analysis in a spreadsheet.

Please note that exported data is not the same as a data backup. To restore CheckBook to any particular moment in time you need to perform an Account Backup, followed by an Account Restore.

To Export Entries to a QIF File:

1. Select the File menu, then select its Export submenu. Inside the Export submenu, select the QIF menu item.

2. Enter a file name for your exported Entries.

3. Below the file name you will find a list of Accounts in the Export popup menu. Select the Account you would like to export. You can also select the All Accounts option to export all of your Accounts in a single QIF file.

Note that even with the All Acccounts option selected you won't be able to export Accounts that are locked. These Accounts will still be visible in the Export popup menu so you can tell which will not be exported if you select the All Accounts option.

4. Choose a text encoding, if necessary, for your exported Entries. The local text encoding is selected by default.

5. Press the Export Button to export your Entries to the desired file name and path.

To Export Entries to a Tab-delimited Text File

You can export one Account at a time to a text file. Here's how:

1. Select the appropriate Account. Accounts can be selected from the Accounts Drawer or in the Accounts Menu's Show submenu.

2. Select the File menu, then select its Export submenu. Inside the Export submenu, select the Text menu item.

3. Enter a file name for your exported Entries.

4. Below the file name, choose a text encoding, if necessary, for your exported Entries. The local text encoding is selected by default.

5. Press the Export Button to export your Entries to the desired file name and path.

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