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

 

 

Installation

Checkbook for Excel is easy to install. Run the CHKBKXL.EXE download file to start the program installer that will install the program on your computer. (If you downloaded the CHKBKXL.ZIP file instead, just extract all the files and follow the directions here.) The Checkbook for Excel workbook is named CHKXL700.XLSM. (The last two characters of the file name reflect the version number, i.e. 710 is version 7.10. Don't worry if your files end with 7.11 or 7.20, etc. The file names change accordingly with maintenance releases.) Documentation is provided in Windows HTML Help file format - CHKXL7.CHM. A registration form is provided as a Word file - REGISTER.DOC.

To uninstall Checkbook for Excel, use the Uninstall link in the Checkbook for Excel program group or use the Apps applet in Windows Settings.

You can rename the CHKXL700.XLSM file if you desire. However, this will disable the Windows Start Menu Group shortcut and Desktop shortcut that the program installs. Right-click on the desktop shortcut icon and select Properties from the shortcut menu to modify the shortcut properties to point to the new file name. Unfortunately, there's no easy way to fix the broken link on the Windows Start Menu.

If you are currently using a previous version of Checkbook for Excel, you can easily import your data from the old version to the new version. You can also import data from other Excel files. Click on the topics below for more details.

You may receive a security warning when you open Checkbook for Excel for the first time and you will need to enable the program macros for the program to function. See the Macros and Security topic for more details and additional instructions if you have trouble enabling the macros.

 Importing Data From a Previous Version of Checkbook for Excel

Importing Other Excel Files

Using Checkbook for Excel