DJI Computer Solutions

Software Applications for Microsoft Excel

The most unique, full featured spreadsheet applications on the web. These are not your father's spreadsheets!

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Checkbook for Excel Help

• Introduction
• Welcome
• Registration
• License Agreement
• Installation
• Instructions
• Overview
• Checkbook Tab
• Managing Account Ledgers
• Viewing Account Ledgers
• Viewing Split Transactions
• Income and Expense Categories
• Recurring Transactions
• Entering Transactions
• Editing Transactions
• Moving Transactions
• Deleting Transactions
• Balancing Your Checkbook
• Reports, Filters & Summaries
• Reports & Filters
• Ledger Filters
• Quick Reports
• Custom Reports
• Viewing Reports
• Viewing Summaries
• Summary Charts
• Tax Summary
• Printing
• Printing Ledgers & Reports
• Printing Summaries
• Printing Checks
• Printing Checks - Overview
• Select Checks to Print
• Check Printing Setup
• Save Check Print Settings
• Printing Checks - Additional Hints
• Checkbook Utilities
• Exporting Worksheets
• Importing Previous Version
• Import Quicken Files
• Importing Excel/CSV Files
• Archiving Checkbook Data
• Checkbook Options
• About Checkbook for Excel
• Appendix
• Troubleshooting and Tech Support
• Miscellaneous Information
• Backing Up Your Checkbook
• Enabling Macros

 

 

Checkbook Tab

 

 

The tools shown above are located on the Checkbook Tab on the leftmost portion of the Excel Ribbon at the top of the Excel window. They are used to control almost all the program functions. (It displays as a single tab in the program but has been split into two images here.) Click the corresponding link below to get details on the function each tool performs. You can also get a brief description of each tool when using Checkbook for Excel by holding your mouse pointer over the tool for a few seconds.

Transactions

• Entering Transactions (Deposit, Check, ATM, Debit Card, Credit Card, EFT, Withdrawal, Transfer, Custom Type 1, Custom Type 2)
• Editing Transactions
• Deleting Transactions
• Moving Transactions

Account Ledgers

• View
• New
• Splits
• Account
• Delete

Account Ledger Tools

• Balance
• Clear
• Don't Clear
• Categories
• Recurring
• Filters

Reports & Summaries

• Create Reports
• Quick Reports
• Filter Report
• View Report
• Report Summary
• Budget Summary
• Ledger Summary
• Summary Chart
• Tax Summary

Printing

• Select Checks
• Check Printing Setup
• Print
  • Checks
  • Ledger
  • Report

Checkbook Utilities

• Options
• Export
• Import
  • Import Previous Version
• Import QIF/QFX/OFX
• Import CSV
• Import Excel
• Archive
• About
• Help - Just click one of the links above for detailed help on any of the Checkbook for Excel functions.