Compare Checkbook Software vs Budget Software

Compare Excel templates to see which personal finance software is best for managing your money. Whether you are looking for simple checkbook software that can replace your paper checkbook register or a budget software program that can function both as checkbook register and budget software, here are five Excel spreadsheets for keeping track of your personal finances with simple money management software and great new software features.

 

Software Title Georges Excel Checkbook Register v5 Georges Excel Checkbook Register v7 Georges Budget for Excel v12
Most Popular 		Georges Budget for Excel v14
Features Georges Excel Checkbook Register v5 Georges Excel Checkbook Register v7 budget spreadsheet Money Management Software in Excel Spreadsheet
Price (user license) From $14.95 From $24.95 From $19.95 From $29.95
Software Purpose Checkbook Only Checkbook with Reports Checkbook, Budget & Reports Checkbook, Budgeting, Advanced Reports
Multiple Accounts / Registers Green Check Mark (max of 10 accounts) Green Check Mark (max of 10 accounts) Green Check Mark (max of 10 accounts) Green Check Mark (max of 10 accounts)
# of rows per register Green Check Mark 4000 Green Check Mark 4000 Green Check Mark 4000 Green Check Mark 4000
Bank Account Reconciliation Green Check Mark Green Check Mark Green Check Mark Green Check Mark
Split Transactions (assign a transaction to multiple categories) Green Check Mark⭐ Top Feature Green Check Mark⭐ Top Feature
Master register of all transactions from all 10 accounts / registers combined Green Check Mark⭐ Best Feature Green Check Mark⭐ Best Feature
Customizable PivotTable Reports (ex. monthly income & spending reports) Green Check Mark⭐ Best Feature Green Check Mark⭐ Best Feature
Categories Green Check Mark (optional) Green Check Mark (required) Green Check Mark (required) Green Check Mark (required)
Create Custom Category List Green Check Mark 50 Income & 200 Expense Categories Green Check Mark 15 Income & 80 Expense Categories Green Check Mark 50 Income & 200 Expense Categories
Easy Select Category from Drop Down List Green Check Mark Green Check Mark Green Check 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
Set Account Balance Savings Goals Green Check Mark Green Check Mark
Create Monthly Budget Green Check Mark Green Check Mark
Budget vs Actual Reports Green Check Mark Green Check Mark
Budget vs Actual Charts Green Check Mark Green Check Mark
Manual Import via CSV & Excel Green Check Mark Green Check Mark Green Check Mark Green Check Mark
PC Compatible Green Check Mark Requires Excel 2010 or higher, or Excel for Microsoft 365 Green Check Mark Excel for Microsoft 365 or Excel 2021 Green Check Mark Requires Excel 2010 or higher, or Excel for Microsoft 365 Green Check Mark Excel for Microsoft 365 or Excel 2021
Mac Compatible Green Check Mark Requires Excel 2019 for Mac, Excel 2021 for Mac, or Excel for Microsoft 365 for Mac Green Check Mark Excel for Microsoft 365 for Mac or Excel 2021 for Mac Green Check Mark Requires Excel 2019 for Mac, Excel 2021 for Mac, or Excel for Microsoft 365 for Mac Green Check Mark Excel for Microsoft 365 for Mac or Excel 2021 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 least expensive version of the Excel checkbook software is Georges Excel Checkbook Register v4 and it is the most basic checkbook software available without the budgeting. Georges Excel Checkbook Register v4 has max of 7 accounts and is a good starter Excel checkbook spreadsheet for those coming from a paper checkbook register. See our most advanced budgeting software, where we compare budgeting apps including Georges Budget for Excel v16 that has additional new features based on customer requests and more accounts (registers).

For Excel templates that require Excel for Microsoft 365, please note that Excel for Microsoft 365 was formally called Excel for Office 365 and Excel for Microsoft 365 for Mac was formally called Excel for Office 365 for Mac.

These checkbook apps and budget spreadsheet software titles do not require a subscription service to purchase them on BuyExcelTemplates.com, so you will not be paying a monthly subscription fee or a yearly subscription fee. There is a one-time charge for the particular software title version you are buying. If you choose to buy a new version of the software title, the new version must be purchased separately. Some of the Excel templates have system requirements that require Excel for Microsoft 365 which is subscription software. These best sellers have great reviews from customers who have used the top rated personal finance software Excel templates.

While there are a lot of free Excel templates and free budget spreadsheets that can be downloaded online, consider either of these Excel templates (Georges Excel Checkbook Register and Georges Budget for Excel) when searching for the best checkbook software or best budget app. You can read the checkbook software reviews for each product to help you find the best checkbook software or best checkbook app.

Whether you are comparing personal budget software or comparing checkbook software for use on your PC, Mac computer or both, there are a variety of Excel templates such as checkbook software for Mac, checkbook software for PC computers, budget software for Mac, and budget software for PC computers to help meet your financial goals for both your yourself and your family. Most of the Excel templates on BuyExcelTemplates.com are compatible with both PC and Mac computers, so you can use the Excel templates on both operating systems if you own both types of computers. Whether you are searching for checkbook software for Windows 10 or Windows 11, checkbook apps for Windows 10 or Windows 11, or checkbook software for Mac computers, these Excel checkbook templates work great as long as you have one of the required Microsoft Excel versions.

These checkbook software templates and money management software templates require specific versions of Microsoft Excel. Microsoft Excel is spreadsheet software similar to Google sheets where in addition to running these Excel templates, you can create your own personal financial spreadsheets such as create a monthly bill pay tracker to track your monthly bills and custom money management spreadsheets using Excel formulas, Excel functions and PivotTables to help analyze your financial data. It is easy to learn Microsoft Excel and in additional to the Excel training videos on this website to learn how to use the checkbook spreadsheets, there are many videos online where you can learn Excel online with great Excel training lessons. Whether you are living paycheck to paycheck or have built your wealth and have a high net worth, it still important to manage your finances and these Microsoft Excel templates provide the financial tools to help you.

The Microsoft excel templates in this checkbook product comparison have great features and are cost effective and a cheap alternative compared to the many other more costly budgeting software programs that have monthly subscription fees. Whether you are looking to create your own budget spreadsheet in Excel or Google Sheets or search for free Excel templates and free checkbook apps available on other websites online, it important to continue towards your goals of getting out of debt and then staying out of credit card debt and living debt free, making money, building wealth, and increasing your net worth by taking control of your personal finances, creating a financial plan, setting savings goals, financial goals, and knowing where your money is spent and not spending more money than you can afford.

So should you purchase just checkbook software, checkbook software with reports, or personal budgeting software (checkbook software with budgeting)? It depends on your personal financial situation. Just like everyone is created uniquely, so is their financial situations different. That is why BuyExcelTemplates.com offers a variety of Excel checkbook register templates and personal finance software to meets the needs of different financial situations. Some people are single and looking for just a Excel checkbook template. Others may be married with children and on a tight budget and would like budget software to carefully monitor their monthly spending. Some are college students looking to stay on a college budget. Some are retirees living on social security and on a tight budget. Some are doing well financially and they are wealthy and have high net worth and they can benefit from the wealth management software where you can track your net worth and growth in investments and assets and also budget your money.

There is no need to buy budget software that has features that you don't need and that is why the simple checkbook software is great if you are just trying to replace a paper checkbook register. You can always purchase the personal finance spreadsheet with more features if your financial situation changes. If you are searching for checkbook software with no subscription and monthly commitments, then this Excel checkbook software for Mac computers and checkbook spreadsheet for PC computers is an good alternative that is also improved with new features.

Let customers speak for us

from 98 reviews
Personal Finance Software Budget for Excel v17

This is my second budget software I’ve purchased from George Alzamora. I found the v-17 version met all my needs. The built in pivot tables are great and that is what I was missing. I’ve purchased several different spreadsheets from different designers that doesn’t even come close to V17. V17 does everything you would want from just starting to build your wealth when you are young and until you retire. I’m retired and very pleased with this software.

Tim B.
Personal Finance Software | Georges Budget for Excel v17
Outstanding application -- as always. Still my favorite.

George has once-again done an excellent job with his enhancements with V18. This product remains my favorite budgeting and tracking application. Unless you need the all the over-complex features from a package such as Quicken then V18 is exactly what you need! Very robust and powerful, yet familiar and very easy to use. Job well-done!

Jonathan N.
Budget App Spreadsheet: Georges Budget for Excel v18
Great Template!

Simple, intuitive, just what I needed. Bye bye, Quicken!

Bonnie D.
Georges Excel Checkbook Register v5.0
Great product

Thanks for a great product and fast delivery

Darrell M.
Georges Excel Checkbook Register v5.0
The Perfect Solution

Georges Excel Checkbook Register v11 is awesome! I've had at least three versions and each one is better that the last. George has been so helpful answering the questions I had. I am a lifelong user of Georges Excel Checkbook Register!

Rev. J.B.
Checkbook Spreadsheet with Split Transactions | Georges Excel Checkbook Register v11
Great for Tracking Home Renovation Costs

I looked all over to find the right Excel template. I’m so glad I found Georges Budget for Excel v14. It's perfect! Being a novice at Excel, I could never have created what I need to track the costs on my home renovation projects. This template does everything I need and more!

Alex
Money Management Software | Georges Budget for Excel v14
Great product

As advertised easy to use

John A.
Georges Excel Checkbook Register v5.0
Excellent Products and Customer Service

For many reasons, I stopped using Quicken when they moved to a subscription-based model, and ever since have been searching for an Excel template that would help me manage my personal finances. I wanted something that was easy to use and understand, but that was robust enough to accurately track income and expense AND provide reports to give me a snapshot of the year’s activity. Nothing I found could really come close. That is, until I stumbled upon the templates created by Mr. Alzamora. It’s an understatement to say I’ve been blown away by his products and the expertise he’s put in to creating them. I initially purchased one of the checkbook registers, but then realized that I needed the budget + checkbook register to be able to have the split category function that was so important to me. Both products are easy to use and understand right from the get-go, and it’s really just a matter of personal preference as to which one you need. I had several questions at first, and George was quick to respond with help and suggestions – wonderful customer service all the way through! Can’t say enough good things about these products and service. Thank you!

Gail E.
Checkbook Account Tracker Spreadsheet | Money Tracker | Expense Tracker | Income Tracker | Georges Excel Checkbook Register v10
2023 Calendar

I purchase this product every year, and have found it to be an excellent product that I would be happy to recommend.
Rod Humphrey

Rod H.
2023 Calendar Spreadsheet Printable
Brilliant Simplicity!

This checkbook register spreadsheet has simplified my personal financial recordkeeping. It's super easy to use, and any questions that come up have been quickly and thoroughly answered. I recommend this highly, it's worth many times the asking price.

Rev. J.B.
Georges Excel Checkbook Register v7.0
good simple bank ledger that is easy to use

My title says it all. Glad I bought it and moved away from the paper ledger.

Michael P.
Georges Excel Checkbook Register v5.0
Love it!

Exactly what I was looking for!

Jamie T.
Georges Budget for Excel v12.0
Excel Budget v16

I have used excel budget v10 and v14 respectively. V16 is a nice upgrade to v15 but kindly make it a multicurrency template to enable us use the various currencies of the world in our budgets.

Seun F.
Wealth Management Dashboard Spreadsheet | Georges Budget for Excel v16
Works Great

Georges Excel Mortgage Loan Calculator v3.1

Gary U.
Georges Excel Mortgage Loan Calculator v3.1
CURRENCY CHANGE

Is it possible to Change the currency

Anup S.
Georges Budget for Excel v15 | Monthly Budgeting Spreadsheet | Checkbook Registers | Net Worth Tracker