Spreadsheet Overview
Georges Excel Checkbook Register v13: Simplify your personal finances with this top-rated checkbook app spreadsheet. The checkbook spreadsheet includes lots of money saving features to help manage your money, build wealth and many more benefits that outweigh the alternative free checkbook apps and much more cost effective than subscription based personal finance apps.
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.
System Requirements
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Windows PC Computer: Compatible with Microsoft Excel 2021, 2024, or Excel for Microsoft 365.
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Mac Computer: Works perfectly with Microsoft Excel 2021, 2024, or Excel for Microsoft 365.
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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.
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Formatting Note: Formatted with standard US Dollar signs ($) and traditional MM/DD/YYYY date entry fields.
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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.
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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.
