CNET Editors' review
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.
Publisher's Description
From DJI Computer Solutions:
Checkbook for Excel is a custom personal and business finance application written for Microsoft Excel. It 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. Adds additional transaction types, scheduled transactions, tax report, and international support.
What's new in this version: Version 5.3a fixes a problem with external links being created in exported sheets when using the Export Active Sheet function.
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All versions:
3.2 starsout of 4 votes
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Current version:
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Results 1-3 of 3
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"Didn't work"
Version: Checkbook for Excel 5.2f
Pros
none none none
Cons
I couldn"t do a thing with it. It asked for a password to use it??
Summary
no one
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"Looks good but can't try because it's locked"
Version: Checkbook for Excel 5.2
Pros
It looks like it can be anything from basic checkbook balancer to helping reconcile with your taxes. Everything is clear and easy to read
Cons
It's locked so I can't try it. No samples even to see what exactly should go where.
Summary
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.
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.
Updated on Sep 12, 2008 -
"A very good product"
Version: Checkbook for Excel 5.2
Pros
Very straightforward, easy to use product. I was able to modify check printout to match my checks. Reports are very useful.
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