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How to Add Checking, Credit Card, and Savings Account

Applies to Excel templates: "Georges Budget for Excel", "Georges Excel Checkbook Register", "Georges Excel Checkbook for Mac"

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How to add an account?

  • Use the "A/E" buttons in the "Accounts Summary" worksheet to add, edit, or delete an Account Name and Account Type. The Account Type is either Asset or Liability. For the Account Name, you can use a descriptive name that will help you identify the account but I would not recommend using full account numbers.

What type of accounts can be added?

  • In the personal budget software and checkbook software spreadsheets you can add bank accounts such as checking accounts and savings accounts and other Asset type accounts where you own the money. You can add debt type accounts (Liabilities) where you owe money to a creditor such as credit card accounts and charge card accounts such as some offered by American Express. You can add any type of account that can be tracked in an Excel register similar to a paper checkbook register so that you manage you finances in this personal finance software.

How many accounts can be added?

  • Georges Budget for Excel v10 can have up to 10 accounts / registers
  • Georges Excel Checkbook Register v4 can have up to 7 accounts / registers
  • Georges Excel Checkbook for Mac v4 can have up to 7 accounts / registers


How to add checking, credit card, savings account register 


Checkbook Spreadsheet Software Add Account 


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