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Best Checkbook apps with simple account balancing and expense reports

Best checkbook apps comparison. Simple checkbook apps that make reconciling your bank account easy so you know how much money is in your checking accounts and so you do not overdraw your accounts when writing a check or making a purchase. In the Excel checkbook templates you can easily creating custom income and expense reports so you know how much money you are making and spending on a weekly, biweekly, monthly or yearly basis and whether you are overspending so you can take action to cut your expenses and change your spending habits to save money and grow your wealth. The checkbook registers apps can be used for both checking accounts, savings, and credit card accounts.

 

Checkbook Software Title Georges Excel Checkbook Register v8 Georges Excel Checkbook Register v7 Georges Excel Checkbook Register v5 Georges Excel Checkbook Register v4
Checkbook App Features: Coming in Late 2022 Georges Excel Checkbook Register v7 Georges Excel Checkbook Register v5 checkbook spreadsheet
Price (user license) From $34.95 From $24.95 From 14.95 From $9.95
Checkbook App Purpose Checkbook, Reports & Net Worth Tracker  Checkbook App with Reports Checkbook App Only Checkbook App Only
Multiple Accounts / Registers Green Check Mark (max of 12 accounts) Green Check Mark (max of 10 accounts) Green Check Mark (max of 10 accounts) Green Check Mark (max of 7 accounts)
Wealth Tracker (Net Worth Balance Charts) Green Check Mark 4000 Green Check Mark 4000 Green Check Mark 4000 Green Check Mark 1500
Reconcile your Bank Account Green Check Mark Green Check Mark Green Check Mark Green Check Mark
Categories Green Check Mark(required) Green Check Mark(required) Green Check Mark(optional) Green Check Mark(optional)
Easy Select Category from Drop Down List  Green Check Mark Green Check Mark Red X Mark Red X Mark
Create Custom Category List Green Check Mark 50 Income & 200 Expense Categories Green Check Mark 50 Income & 200 Expense Categories Red X Mark Red X Mark
Filter, Search & Subtotal in Registers Green Check Mark Green Check Mark Green Check Mark Green Check Mark
Accounts Summary Green Check Mark Green Check Mark Green Check Mark Green Check Mark
Balance your Checking Account  Green Check Mark
New: Master register of all transactions from all 10 or 12 accounts /  registers combined  Best Feature Green Check Mark Best Feature Red X Mark Red X Mark
New: Custom PivotTable Reports (ex. monthly income & spending reports)  Best Feature Green Check Mark Best Feature Red X Mark Red X Mark
Income & Expense Reports & Charts Green Check MarkWeekly, Biweekly, Monthly, Yearly, & Custom Expense Reports Weekly, Biweekly, Monthly, Yearly, & Custom Expense Reports Red X Mark Red X Mark
Create your own custom spending reports using Pivot Tables Green Check Mark Red X Mark Red X Mark
Budget vs Actual Charts Green Check Mark Red X Mark Red X Mark Red X Mark
Manual Import via CSV & Excel Green Check Mark Green Check Mark Green Check Mark Green Check Mark
Rows per account / register 4000 4000 4000 1500
Split Transactions
PC Compatible Green Check MarkExcel for Office 365 (Excel for Microsoft 365) Green Check MarkExcel for Office 365 (Excel for Microsoft 365) Green Check MarkRequires Excel 2007 or higher, or Excel for Office 365 (Excel for Microsoft 365) Green Check MarkRequires Excel 2007 or higher, or Excel for Office 365 (Excel for Microsoft 365)
Mac Compatible Green Check MarkExcel for Office 365 for Mac (Excel for Microsoft 365 for Mac) Green Check MarkExcel for Office 365 for Mac (Excel for Microsoft 365 for Mac) Green Check MarkRequires Excel 2019 for Mac, or Excel for Office 365 for Mac (Excel for Microsoft 365 for Mac) Green Check MarkRequires Excel 2016 for Mac, Excel 2019 for Mac, or Excel for Office 365 for Mac (Excel for Microsoft 365 for Mac)
Single User License Green Check Mark Green Check Mark Green Check Mark Green Check Mark
2 Users-Family License Green Check Mark Green Check Mark Green Check Mark Green Check Mark

 

 

The best checkbook register apps are Microsoft Excel templates and are very simple for anyone to use whether you are a single person keeping track of one checking account or a large family managing multiple checking accounts, savings accounts and credit card accounts.

Reconciling your bank accounts is an important feature of the checkbook register app and it includes tools that help you balance your accounts such as the option to mark transactions as reconciled / cleared when you balance your account to your monthly bank statements or your online banking transactions. The checkbook apps then automatically calculates your total outstanding transactions and a count of your outstanding transactions, and the total of your cleared transactions, and your total register balance. Excel checkbook register templates includes a running balance that is automatically calculated with Excel formulas as you enter new transactions into the registers.

The advanced checkbook apps include category reports so you can get totals of how much money you are making vs how much money you are spending. This is a great additional feature compared to just managing your account using a paper checkbook register where you have to manually calculate your running balance and where you can make computations errors which could cause you to overdraw your account and pay expensive overdraft fees. Also paper checkbook registers do not create any income and spending reports.

In addition to tracking your checking accounts, you can also use the checkbook registers to track your credit card accounts where a lot of spending typically takes place because people like to make purchases with a credit card to take advantage of cash back or other credit cards rewards programs such as points towards gifts cards, and travel such as hotels or airline tickets. The custom spending reports are great ways to track your credit card spending because you can assign the transactions to different spending categories. The checkbook apps custom reports can product spending reports based on all accounts, a select group of accounts, or just a single account for different time periods such as weekly expense reports, biweekly spending reports, monthly income and expense reports, and yearly income and expense reports and multi-year income and spending reports.

In Summary, maintaining your personal finances with these Excel checkbook apps using spreadsheet templates is a great alternative compared to other mobile checkbook apps for iPhone, checkbook apps for Android, or free checkbook apps. As long as you are using the required version of Microsoft Excel, the checkbook apps can be used on both a PC and Mac computer and on your desktop or mobile laptop computer. The checkbook app reviews on the product pages are a great place to see positive customer feedback. Simple checkbook software for PC computers, checkbook software for Mac computers, and Excel checkbook software for Windows 10.