Checkbook Account Tracker Spreadsheet | Money Tracker | Expense Tracker | Income Tracker | Excel Checkbook Register

Spreadsheet Overview

Georges Excel Checkbook Register v10: Simple checkbook spreadsheet with advanced personal financial tools to help you manage your financial accounts and answer money questions such as how much has our net worth increased, are you living paycheck to paycheck, and are you able to save money and set up an emergency fund?

Checkbook Spreadsheet Top features:

• Checkbook account tracker spreadsheet
• Multi account checkbook software
• Includes a separate combined register of all transactions from all accounts so you can search for a particular transaction in one place.
• Spending Reports and Excel charts automatically generated
• Checkbook with category reports and charts
• Checkbook with Income and Expense reports and charts
• Checking with savings reports and charts
• Checkbook includes net worth tracker.
• Checkbook register running balance automatically calculated
• Easily balance your checkbook
• Checkbook software is a one time purchase. (no recurring payments required)
• Checkbook included pivot table income and expense reports and charts that can be customized by the user
• Checkbook includes categories that can be customized by the user.

New features of Georges Excel Checkbook Register v10:

Awesome Charts and Personal Financial Reports that are already designed for you to help you visually see a snapshot of your finances and wiser money decisions.

New Feature #1: New Income Tracker / Expense Tracker / Savings Tracker Dashboard with Excel charts and tables that is instantly generated to help you save time and save money. The dashboard includes:

The following time periods for the checkbook spreadsheet charts and table:

• This Year
• Last Year
• Last 12 Months

Benefits include:

• The checkbook Excel line chart shows cumulative income, expense, and net amounts so you can view running totals for the entire calendar year vs just a single month.
• The checkbook shows trends in your data using the charts (such as overall spending is going up more than my income)
• The checkbook dashboard current period data is emphasized.

The checkbook dashboard Table Report includes grand totals for the selected period and green/red up down indicator arrows to show positive or negative net amounts. The Cumulative Chart running totals start at the beginning of the selected time period.

New Feature #2: New Checkbook Dashboard Report to track Income and Spending Categories and compare This Year to Last Year and Last Year to Two Years ago to see financial trends in your money. The dashboard includes:

The checkbook spreadsheet time periods include:

• This Year vs Last Year
• Last Year vs 2 Years Ago

Within the selected time period, the checkbook spreadsheet can display and compare:

• Any single category such as: 2022 Job Income vs 2021 Job Income
• Total Income such as 2022 Total Income vs 2021 Total Income
• Total Expenses such as 2022 Total Expenses vs 2021 Total Expenses
• Net Amount / Savings such as 2022 Net Amount vs 2021 Net Amount

The Checkbook Charts and Tables include:

• Actual amounts comparison between time periods
  (monthly and yearly) (including cumulative amounts)
• $ Differences between time periods
  (monthly and yearly) (including cumulative amounts)
• % Differences between time periods
  (monthly and yearly) (including cumulative amounts)

The checkbook account tracker spreadsheet allows you to compare your Total Income This Year vs Total Income Last Year with month to month and yearly totals and see the $ and % differences between the two time periods.

The digital checkbook Table Reports includes green/red up down indicator arrows to highlight positive or negative dollar amounts. The Excel Cumulative Charts and Table running totals start at the beginning of each calendar year and current year amounts are highlighted in table to easily see what is happening now so you can make timely financial decisions.

New Feature #3: Improved navigation to and from the Income and Spending Reports.

Checkbook Spreadsheet Additional Features:. 

1. The Checkbook Account Tracker Spreadsheet can track up to 12 accounts including checking accounts, credit card accounts, savings accounts and other financial bank accounts.
2. The checkbook spreadsheet includes Excel pivot table reports which are automatically generated but also can be customized by the checkbook spreadsheet user to fit your particular financial situation. Customize things such are report time period, which accounts to include the reports, and custom chart types such as Excel bar charts or Excel pie charts.
3. The checkbook dashboard reports are predesigned and automatically calculated giving you a quick overview of your personal financial situation.
4. The digital checkbook includes simple reconciliation tools to make balancing your accounts easier.
5. The checkbook spreadsheets allows you to add, delete and rename the categories so you are in control of the category reports. You can add up to 50 income categories and 200 expense categories.
6. Checkbook account tracker can record and track all types of transactions including credit card purchases, credit card charges, credit card payments, credit card fees, credit card interest, bank deposits, income deposits, check deposits, direct deposits, cash deposits, check payments, overdraft fees, ATM cash withdrawals, debit card purchases and transactions, online purchases and more.
7. The checkbook spreadsheet can track both assets such as cash in a checking account or money market account and liabilities such as credit card debt or car loan debt.

System Requirements

• Windows PC Computer: Compatible with Microsoft Excel 2021, 2024, or Excel for Microsoft 365.
• Mac Computer: Works perfectly with Microsoft Excel 2021, 2024, or Excel for Microsoft 365.
• Flexible Set Up: Save to and use solely on your local computer for maximum data privacy or use with OneDrive or Dropbox for anywhere access.
• Formatting Note: Formatted with standard US Dollar signs ($) and traditional MM/DD/YYYY date entry fields.
• Automation: This spreadsheet utilizes built-in Excel macros to automate and simplify your money management. After downloading the spreadsheet, see simple video instructions for how to enable macros in less than 60 seconds.
• Software Note: Requires a full desktop version of Microsoft Excel installed on your computer. This spreadsheet is not compatible with Google Sheets, free browser-based Excel Online, Apple iPad, or mobile phone apps.