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!
The most unique, full featured spreadsheet applications on the web. These are not your father's spreadsheets!
Checkbook for Excel maintains the Account Ledgers using Excel's database functions. All the data entry functions are completely automated using custom dynamic user forms. The worksheets in the program have been protected to eliminate inadvertent data entry errors. Checkbook for Excel functions more like a standalone program than a typical spreadsheet in that you do not enter data directly into the worksheets. Anything can be added, deleted or edited using the correct program tool or function. Just refer to the appropriate topic in this help file for detailed instructions on the feature you are using.
You can adjust the column widths on the Ledger worksheets and some of the other worksheets using Excel's Format - Column Width function, but the other formatting options are protected. Since most of the sheets are protected, formatting changes cannot be done without the worksheet password. Registered users can get the workbook/worksheet password upon request. However, adding columns or rows, changing column heading labels and a number of other changes will keep the program from functioning properly. Please be sure to backup your Checkbook file before making any changes directly to any of the worksheets. Modifying the existing worksheets could affect the functionality of the program.
Checkbook for Excel can store up to 40 Ledger worksheets for tracking your personal finance accounts. In the event you need to add more than 40 Ledgers to manage your accounts, please contact our technical support at support@djicomputer.com. We can customize a version for you to provide additional Ledger worksheets at no additional cost. You can also maintain multiple Checkbook for Excel files to manage additional accounts.
Since the Checkbook for Excel Ledger and Report worksheets are formatted as Excel database tables, you can use all of Excel’s database functions available on the Data menu to analyze and manipulate your data. First you'll need to export the Ledger worksheet you want to analyze using Checkbook for Excel's Export tool. The Excel Pivot Table feature is especially useful for analyzing your data..
Checkbook for Excel automatically anticipates the next check number when a check transaction is entered. In order to maintain this functionality, it is important that you write your checks in ascending order. If you start writing checks from a different book that have lower check numbers, the program has no way of knowing and will still anticipate the higher check numbers. To correct this problem, wait until all the higher numbered checks have been marked as cleared. (To mark checks as cleared, see the instructions for Balancing the Checkbook.) Then use the Archive Checkbook tool to start a new checkbook file without the higher numbers.
Troubleshooting and Technical Support
Backing Up Checkbook for Excel
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