Checkbook for Excel is a truly easy-to-use checkbook application that can help alleviate the anxiety of keeping track of expenses, deposits, service fees, and other details of keeping a checking account on the money.
It's so much better than your average paper checkbook register, Checkbook for Excel can be customized to track expenses; flag tax-related events; manage one's PayPal expenses, deposits and fees; prepare and print reports; even print checks. All you have to do is set up a ledger sheet for each financial account you wish to manage. It is here you will be prompted to provide the details (name and address of creditor, amount, whether recurring, and more) of each expense and deposit. And it is in these details that the complexity of managing one's financial life becomes, well, less complex. The most challenging part of Checkbook for Excel is making sure you remember to actually enter the data, particularly those ATM withdrawals. You can also split category designations, which is particularly helpful if you want to track childcare expenses that may be of tax consequence. The only limiting factor is that you cannot create a new category (such as "beekeeping"), but instead rely on a generic miscellaneous category.
You have 30 days to try out Checkbook for Excel. The Help features are very straightforward and well placed throughout the application. It is a smart, easy-to-use checkbook application with the right kind of sensible extras that make managing one's financial life less complex.
From DJI Computer Solutions:
Checkbook for Excel is a custom personal & business finance application written for Microsoft Excel and is completely compatible with Excel 2007/2010/2013 and higher. This version is an upgrade of the popular version 5.x and provides a host of new features and improvements. It retains the same intuitive yet powerful interface from the earlier versions and provides all the necessary features for managing your financial accounts without all the excess baggage and gratuitous advertising associated with the popular personal finance packages. This makes it faster and easier to use. Checkbook for Excel provides exactly what you need; a simple, easy way to track, maintain and balance your bank accounts, credit cards and other business and personal expenses.
It looks like it can be anything from basic checkbook balancer to helping reconcile with your taxes. Everything is clear and easy to read
It's locked so I can't try it. No samples even to see what exactly should go where.
If you like and know Excel it looks like a good product. If you only use Excel basics, you may be confused or disappointed and there's no way to find out since everything is locked.
Updated on Sep 12, 2008
Ok, I would now give this a two because most of these features can be obtained for free from the Microsoft Website. If you go into Excel and choose "new" you can find templates for things like checkbook register, budgeting, etc., all of them free, most of them more attractive than this program. The one advantage this program has is that it's all in one place, you don't have to find the various templates you need. But I'd rather save my $19 and take a few minutes to find the templates that work best for me. In fact, that's what I'm going to do.
Version 6.1 provides a new enhanced user interface utilizing a customized tab on the Office Ribbon.
Adds new transaction types including the ability to automatically transfer funds between accounts.
Provides the ability to add custom transaction types.
Adds the ability to import data from multiple file formats, including CSV files, QFX files, OFX files and other Excel files in addition to QIF files.
Adds the ability to import data from other file formats one transaction at a time with the ability to edit each transaction before importing.
Adds the ability to split transactions in up to 15 different income and expense categories.
Adds the ability to include multiple Ledgers in Custom Reports and Tax Reports.
Provides additional transaction scheduling options.
Provides improved expense and income categories along with improved tax related categories.
Improves functionality across all program dialog boxes provides the capability for the end user to change column widths.
Changes Ledger sheet tab colors to match the Ledger color scheme.
Provides enhanced compatibility for newer versions of Excel.
Improves performance in Excel 2013 and 2016