Great for keeping track of multiple bank accounts in one workbook, budgeting, and spending.
Wish you could highlight some cells for drawing an eye back to a cell
Thank you for the 5-star review! Depending on your Excel version, another option to highlight a cell is to add a comment or note to a cell. This allows you to attach information to a cell that is independent of the cell contents / values, and it adds a colored indicator to the cell with the comment / note so that you can spot them. With Excel comments, you can even add a threaded / reply like discussion.
Initially a little tricky to navigate, once you get it, it's really easy and streamlined to use. Only wish you could show transfers between accounts, but given how wonderful everything else works, I highly recommend it...
Thank you for your feedback and positive review! You can enter transactions for transfers between accounts and view all of the transfers in one location using the filters within the master register (automatically combined transactions from all accounts/registers) and in summary using the custom Excel Pivot Table reports.
I have been using quick books for several years. When I purchased a new laptop I couldn’t transfer the quick books program over because they now require you to pay a yearly fee to use it. So I started looking for a new program to use. I only use it for my personal home finances as a check book register. I purchased George’s Excel Checkbook Register. It’s easy to use works great and very affordable. I’m very pleased with it and very happy I found it.
I bought Georges Excel Checkbook Register v7.0 about 6 weeks ago and wanted to use it a while before reviewing. I'd been using Quicken for quite a few years and was tired of the constant renewal costs. As well, I don't need a lot of features, just a solid checkbook and good reporting for yearend tax purposes, which is why I didn't look at the versions with specific budgeting ability. I have been looking for a while for a Quicken replacement, and I'm glad I found this.
The app is well thought-out and executed; it works perfectly and I'm very happy with it. It's exactly what I was looking for. I'm a long-time (light) Excel user and don't really have the time or expertise to develop anything as comprehensive and useful as this. But George has done that, so it's well worth the small cost for an app that works so good.
Because I started the register a few months into the year, I back-filled my earlier register items for the year by importing them. I did set up a few categories that I needed and the app makes that easy.
All in all, I highly recommend it!
I used Quicken for years but grew tired of the high cost. I was in search of a simple checkbook register program that would make it easy to reconcile and track expenses by category. Without a doubt, this spreadsheet does exactly what I want and has the capacity to do more. I am very pleased.
After 30+ years of Quicken and it’s constant mistakes and errors I have found a suitable replacement. Yes I have to fill the cells myself, but takes far less time diagnosing bad programming.
I have been a fan of George and Budget for Excel since v12. V12 was itself a great product, and with each version it keeps getting better and better. Many enhancements and tweaks have come along which makes Budget for Excel just perfect for my needs. Another very nice aspect is that George is very open to suggestions and "would be nice". Everything I have communicated to George has found its way into the next version. I like that. I like George. I like his product. Do yourself a favor and get Budget for Excel. You won't be disappointed!
Have been a QuickBooks Pro user for years but this excel template is so much simpler and easy to use. Very straight forward and efficient. Product support is outstanding as the developer promptly answers questions and has a support page that gives you detailed instructions and tips on using the template. Additionally the developer encourages feedback from users as a way to incorporate new features in updates. Best money I spent on software and was up and running in less than 30 minutes.
Good product! Thanks for your work on making this!
Easy to use , well thougth out
use it everyday for my business...easy to use...helps me keep my books in order...allows me to make better use of my time
I used to keep a check register and a quicken register and I'd balance my checking account every month. Now I just need to use the Excel spreadsheet and that replaced my other systems! I can also add other accounts and keep track of them!
George's v15 is yet another outstanding piece of BuyExcelTemplates by George! You can't go wrong with this version and product. I love all the enhancements in this version. Keep up the great work!
If you want to track your spending and don't have alot of accounts to keep track of then this is the perfect solution. The catagoryl list is complete customizable to create reports on what's important to you in regards to budgeting. Having the net worth statement now is a valuable tool. The only thing I would add is a separate place to add securities and let excel calculate the current value since newest versions of excel can do this. If your looking for a Quicken replacement. This is probably not ideal for you with its limitations. But for budgeting and recording transactions. It will fill your needs as long that you don't have alot of accounts or assets to keep track of.
This monthly budget spreadsheet is a work of art. It is not only practical, but laid out well and clean.
Well done George!
Needed something for a home checkbook register and other accounting. This dose the job I needed it to do and I enjoy using it.
We initially purchased the checkbook register to keep track of one of farm business accounts. It's very simple to use and has all the features we need. We are actually purchasing another license for the checkbook spreadsheet to use with our other/smaller farm account.
All I needed was a checkbook register that didn't require linking to a financial institution. This is perfect
George was able to take an excellent product and make it better. All the new features are spot on! Reports keep getting better and better. I was already a fan, and now a bigger fan. This product is maturing and growing nicely. Keep it up, George!
Beautifully written, very useful and powerful. George responds personally with answers to emails, product requests, etc. Definitely worth every penny!
THIS SREADSHEET IS AMAZING! I HAVE USED USED QB FOR 20 YEARS PLUS.I MARVEL AT THE THINKING MUST HAVE GONE INTO IT. I HAVE SEEN SOME COMPLAINTS THAT SOME CELLS ARE LOCKED. THAT IS WONDERFUL, IT IS A BLESSING IN DISGUISE!!!! IT PROTECTS ME FROM OVER THINKING THINGS AT 2 OR 3 IN THE MORNING AND MAKING A MESS OF MY ACCOUNTING. A MESS THAT COMPLICATES EVERYTHING DOWN THE ROAD CREATING CONFUSION AND TAKING TIME TO CORRECT. GEORGE RESPONDS TO QUESTIONS QUICKLY AND IN CLEAR LANGAUGE. THE FAQ USUALLY HAS THE ANSWERS I NEED.HIS VIDEOS ARE DONE SO WELL. AS I WATCH THEM I HAVE WONDERED IF GEORGE IS A PROFESSOR OR A TEACHER.HE JUST VERY PRECISELY LAYS IT ALL OUT AND EXPLAINS THINGS MORE THAN JUST ONCE. YESTERDAY I WAS THINKING OF PLACING AN OBIT FOR CUSTOMER SERVICE LOL .NOT SO WITH GEORGE. THE PROGRAM THAT I HAVE USED FOR 20 YEARS+ COSTS $300.00 A YEAR AND THEIR CUSTOMER SERVICE IS TERRIBLE. THEY LOST MY DATA AND IT TOOK 6 WEEKS FOR MY REQUEST TO HAVE A SUPERVISOR CALL ME. THIS IS A VERY HELPFUL TOOL AS A CHECKBOOK AND A BUDGETING FRIEND. I WOULD RECOMMEND IT TO ANYONE.
Love the new pivots to see the line by line transactions on a monthly, quarterly, half -year or yearly basis.
Also like the new combined accounts.