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.
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.
Excellent product. This is the second time I have purchased. May I suggest you send a reminder to customers that purchase the year calendar every year, as this would make it easier to download, instead of looking for it online
Thank you for the 5 star review and being a repeat customer of the Excel calendar template and the great idea of sending a yearly reminder. George
My wife and I used Quicken as online tracking for our checkbook and debit card entries for quite a few years. Then one day in 2017 Quicken failed us and stopped working. I told her I would take it over going forward but I didn't want to go back to Quicken. I wanted something that was clean and easy to use. Quicken was good but it had a lot of features we didn't need. So I searched for an online check register. I like Excel and I knew there would be some that would work for me. I found Georges Excel Checkbook Register. I looked at the screen grabs and watched a video and bought it that day. It was easy to setup and I started a new "Beginning Balance" at the top of the register and just started over. We use it mostly for reconciling but it does have some tracking of categories built in if you choose to use. We have a few bank accounts that was easy to setup as it allows for multiple accounts within the same Excel file. Easy to switch in and out of. You name the accounts the way you want and their easy to click into. You can even track your credit card receipts if you have a credit card and track those as it's own account. It was exactly what I envisioned using as his Excel file covers everything you need for a checkbook register. He protects certain cells that you can't edit so you can type into only the fields required. George was always good too with communicating if I needed a question answered but there's plenty information and video(s) that will give you a good overview. The price was right back then and the last three years it has worked great. I noticed recently that there is a new version (v5.0) for 2020
It's a great upgrade with a few tweaks that improve. It was worth my upgrading and again a good price. George will make sure you get off to a good start and with me he made sure I understood how my data was transferred to the new version. He has instructions on the site and it couldn't have been easier. He sent me the link along with an easy to follow explanation.
If you're on the fence about what to use and looking at the higher price software that wants to do everything under the sun... just don't overlook this solid Excel sheet if you're only in the need to have an easy to use register that just works! You download the Excel file and open it just like any other file into Excel. Do a "Save As" the first time to keep your original as a template and rename the file you use. That way you always have the original untouched as a backup along with your working file.
It's a good idea in theory but lacks what I was looking for in a budget. If something could be created to allow for zero based budgeting in addition to the current product, that would be great.
Its really a nice ledger to work to keep track and get your budget and spending numbers. Just keep in mind the whole workbook is locked so its not customize-able at all. I would like in the next revision is the ability to have more than 10 accounts. I would also like to add some sheets to the workbook pertaining to 401K tracking and mortgage accounts with a payoff early calculator. Also having the ability to add and store PDF bank statements into the workbook would be nice also. Still its nice to use and the price is right.