Checkbook App, Balance Your Checking Account, Income vs Expenses Spreadsheet, Excel Checkbook Register

Checkbook App features:

• Record and track bank account transactions in the Excel checkbook registers
• Track all your financial accounts including checking, credit card, savings accounts and more in the account registers.
• Quickly balance your checking account and reconcile your credit card accounts so you know what money is available and what money owe. Avoid costly bank overdraft fees, late credit card fees, and fraudulent purchases and transactions by carefully logging each transaction and reconciling your accounts to your bank statements.
• The checkbook app automatically calculates your running balances saving your potential calculation errors and giving you confidence in your balances without having to create your own checkbook running balance formulas.
  Track multiple accounts in one checkbook app giving you a consolidated financial picture of up to 14 accounts.
• In addition to the individual account registers, the checkbook app has a dynamic master register of all transactions from all accounts automatically generated for you in one register so you can search and filter all your transactions in one place.
• Checkbook app includes Account Summary dashboard listed account balances, outstanding transaction in both dollar amount and count of transactions, and dollar amount of cleared transactions from each account.
• Excel checkbook registers where you can easily split a transaction into more than one income or expense category, whether its a checking account or credit card account.
• Personalize the checkbook app by creating your own income and expense categories which are then assigned to each transaction.
• Create customizable income vs spending reports and charts using Excel’s amazing pivot tables.
• Automatically create net worth reports based on your account balances over time so you can track your money growth and debts in both charts and tables.

What's New in the Checkbook App:

1. The checkbook software now includes 14 registers to manage more of your accounts.

2. The checkbook spreadsheet has amazing reports and now the net worth chart is even better. It now includes an "Account Type" filter (visible slicer) so you can filter your accounts by all Asset accounts and / or all Debt accounts with a single click. This allows you to easily spot overall chart trends in the direction of your assets and debts.

3. The checkbook registers have been improved with more reconciliation tools which now includes a dynamic count of the Total Cleared transactions similar to the existing count for Total Outstanding items giving you another tool to balance your bank accounts.

Checkbook App System requirements:

• PC (Microsoft Windows computer) with Microsoft Excel 2021 / Excel 2024 (one time purchase, non-subscription) or Excel for Microsoft 365 (part of Microsoft 365 subscription)
• Mac Computer with Microsoft Excel 2021 / Excel 2024 (one time purchase, non-subscription) or Excel for Microsoft 365 (part of Microsoft 365 subscription). You need to have one of these specific versions of Microsoft Excel for Mac. Not compatible with Apple iPhone or Apple iPAD due to the Excel VBA macros not yet compatible on those mobile devices.
• Supported in the United States, Canada, and Australia as amounts are formatted with the $ symbol.  The Date field in the Excel checkbook registers are formatted as MM/DD/YYYY.
• The checkbook spreadsheet is not compatible with Google Sheets (Google Spreadsheets) as the Excel file contains custom Excel VBA macros and Excel functions and Excel formulas not compatible with Google sheets.
• The checkbook spreadsheet template is not compatible with the Excel Mobile app whether using Android or iPhone. (Excel mobile app is part of Microsoft Office Mobile apps that allow you to use a feature reduced version of Excel on your compatible mobile phone and smaller tablet devices to review, update, and create spreadsheets). The Excel template requires one of the full desktop versions of Excel listed above under the system requirements.
• The PC computer or Mac computer should have minimum 3 GHz processor, 16 GB RAM and SSD storage.
• Install the 64 bit version of Microsoft Excel and the 64 bit version of your operating system for best performance. These 64 bit software versions are typically installed by default.

• How to download the Excel templates: All spreadsheet templates will be available for download after purchase. See Delivery Policy for more details.
• All checkbook software and budget spreadsheets have VBA macros which must be enabled prior to opening the Excel file. See simple video instructions for how to enable macros.
• See support page for help with how to use the spreadsheets or contact us at support@buyexceltemplates.com. By purchasing you agree with the Refund Policy and License Terms / Terms of Sale. Excel is a registered trademark of Microsoft Corporation.