- Registration Fee: $25.95 ($14.95 to upgrade from the previous version.)
- Download Checkbook for Excel - Windows Installer (Recommended)
- Download Checkbook for Excel - Zip File
- Checkbook for Excel Online Help
- Checkbook for Excel Support
- Screen Shots
We recommend using the Windows Installer download as it provides the necessary support for the context sensitive help. The Zip file download requires opening the help file separately from the program or using our web based online help.
The Checkbook for Excel download provides a fully functional version of the program that can be used for 24 days for free. Registration is required to continue using it beyond the 24 day trial period. Use the Pay Now button above to make your registration payment and receive your registration code. (Once the 24 day trial period has expired, entering a valid registration code will permanently restore the program to its full functionality.)
Checkbook for Excel is a full featured software application written for Microsoft Excel. It includes full support for Excel 2010 through 2019 and beyond as well as Office 365. We believe the Office Ribbon user interface available in recent versions of Excel provides a richer end user experience, especially for our custom Excel applications.
The program makes tracking all your bank, credit card and other financial transactions quick and easy. It remembers recurring transactions, simplifies reconciliation with your bank statement, tracks expense and income categories. provides a budget tracking feature, prepares a number of different reports as well as custom reports and charts, including tax reports. There are too many features to mention here so try it out for yourself. You won't be disappointed.
Version 7 is a major upgrade of the popular Version 6. It includes a host of new features and enhancements to simplify your personal and business finances. Here are just a few of the new features available in Checkbook for Excel.
- Adds numerous automated Quick Reports by month, year, etc.
- Adds numerous automated Ledger Filters by month, year, un-cleared transactions only, etc.
- Adds the ability to filter the data in the Report worksheet using Excel's Auto-filter feature.
- Enhances the Create Report feature and adds the ability to save and retrieve user-defined custom filters and reports.
- Adds the ability to set monthly budget amounts for expense and income categories.
- Adds a Budget Summary report that compares budget to actual for income and expense categories with in-cell charts for easy visualization.
- Adds the ability to go straight to the Report Summary or Budget Summary worksheet when using the Create Report function.
- Enhanced the Report Summary and Ledger Summary reports with improved formatting and an income vs. expenses mini-chart.
- Adds a new Move Transaction tool that provides the ability to move a transaction to a different ledger.
- Adds the ability to have multiple charts on the Report Summary and Ledger Summary reports. This allows you to maintain two charts, one for income and one for expenses. The charts update automatically when the data changes.
- Provides transaction tools on the Checkbook menu tab when custom transaction types are added.
- Improves the Scheduled Recurring Transaction functionality.
- Adds new Ledger color schemes and modernized all the existing color schemes.
- Modernizes the fonts and row spacing on the Ledgers, Report and various summary worksheets.
- Adds an option to set which Ledger worksheet is initially displayed when the Checkbook for Excel file opens.
- Updates the Report worksheet to improve the appearance.
- Improves the Checkbook menu tab appearance so the tools have good visibility in all color schemes, including dark mode.
- Reorganizes the Checkbook menu tab to conserve space and make it more logical.
- Modernizes the program's appearance and aesthetics.
- Improves the next check number generator so the program sequences check numbers correctly even if they are out of order.
- Adds the ability to have the New Transaction button default to something other than a Check transaction.
- Improves the Recurring Scheduled Transaction feature to show the due date on the Transaction Entry form and limiting the available scheduled transactions to those within four weeks of their due date.
- Improves the OFX/QFX import process to include credit card accounts.
- Adds the ability to import Quickbooks (QBO) files.
- Makes the Report Summary title match the Report title.
- Improves the functionality of the Transfer transactions.
- Improves the Ledger View function for selecting the ledger to view.
- Optimizes the worksheets and underlying VBA code to reduce the file size and improve performance.
- Improves the report progress indicator.
- Improves the Import Previous Version function to import the global ledger and program options.
- Enhances the context sensitive help system and on-line help.
Checkbook for Excel retains the same intuitive yet powerful interface from the earlier versions and provides all the necessary features for managing your financial accounts and accounting ledgers 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, powerful, easy way to track, maintain and balance your bank accounts, credit cards and other business and personal expenses.
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