Provides improved expense and income categories along with improved tax related categories. Provides additional transaction scheduling options. Provides the ability to add custom transaction types.Īdds 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.Īdds the ability to import data from other file formats one transaction at a time with the ability to edit each transaction before importing.Īdds the ability to split transactions in up to 15 different income and expense categories.Īdds the ability to include multiple Ledgers in Custom Reports and Tax Reports. Version 6.1 provides a new enhanced user interface utilizing a customized tab on the Office Ribbon.Īdds new transaction types including the ability to automatically transfer funds between accounts. 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. The Help features are very straightforward and well placed throughout the application. You have 30 days to try out Checkbook for Excel. The only limiting factor is that you cannot create a new category (such as "beekeeping"), but instead rely on a generic miscellaneous category. You can also split category designations, which is particularly helpful if you want to track childcare expenses that may be of tax consequence. The most challenging part of Checkbook for Excel is making sure you remember to actually enter the data, particularly those ATM withdrawals. And it is in these details that the complexity of managing one's financial life becomes, well, less complex.
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. All you have to do is set up a ledger sheet for each financial account you wish to manage. 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. 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.
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