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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 is an Excel workbook file that contains multiple worksheets for managing your financial accounts. All the data is entered through smart user forms. You can access all the program functions from the custom Checkbook menu tab that the programs adds to the Excel menu ribbon at the top of your Excel window.
The program tracks your financial transactions in the form of Account Ledgers. The Ledger (1) worksheet contains the first account ledger. Additional Ledgers can be added for other accounts and they will be numbered consecutively - Ledger (1), Ledger (2), etc. The Ledger worksheets can be renamed using the Ledger Account Information function.
Entering Transactions into your Ledgers is done through an intuitive, easy to use Transaction Entry form. Just click on the New Transaction button or one of the Transactions Entry tools on the Checkbook menu tab. Transactions can be categorized using the Income and Expense Categories provided in the program. You can change, delete or add Categoreis using the Categories function and also enter your budget for each category.
To make entering transactions even easier, the program can remember transactions that you use frequently. These are called Recurring Transactions and you can manage them using the Recurring Transactions function.
Checkbook for Exel provides a plethora of options for viewing and reporting your financial transactions. There are Ledger Filters that filter the Ledgers to show only the transactions you wish to work with. You can create your own Reports or use one of the built-in Quick Reports. Reports can also be summarized using a couple different summary options.
The Report worksheet displays one of the built-in reports or a customized report with the transaction information you wish to view. The Report Summary worksheet shows a summary and graph of the income and expenses listed on the Report worksheet. The Budget Summary worksheet displays a summary of the income and expense categories on the Report sheet in comparison to amounts budgeted for each category. The Tax Summary worksheet displays a summary of tax related income and expenses based on the tax related categories selected when you run the Tax Summary function. You can use the Export function to export any of these worksheets, or any other worksheet in the program, to a separate Excel file.
You can display context sensitive help by pressing F1 while using any function. All the user forms have tips available by holding the mouse over the object you want to learn about. You can also display detailed context sensitive help in all the user forms by clicking on the help button in the top right corner of the form and then clicking anywhere in the form. There is also a shortcut to the program help file in the Checkbook Utilities section of the Checkbook Tab and in the Checkbook for Excel program group on the Windows Start Menu. You can also access Checkbook for Excel online help on our website.
When you open the Checkbook for Excel file, the Welcome form will be displayed. Once you've obtained your registration code, you can enter it from this form by clicking the Enter Registration Code button. Once you enter your registration code, a message will appear thanking you for registering the program. Click OK to continue. The first time you open Checkbook for Excel, the Ledger Account Information form will be displayed. Enter the bank/institution name - type of account, account name, initial balance and date. Click OK to enter the information into the Ledger and you are now ready to use the program.
The Ledger worksheet is displayed when you start the program. The Checkbook for Excel worksheets are designed to fit within the width of your screen. You can adjust the width of the columns on most sheets to suit your needs. You may also want to adjust the zoom setting so that the worksheets occupy the width you desire on your screen. Simply select Zoom from the View menu and enter a custom zoom value. You can have different zoom settings for each of the different worksheets in the Checkbook for Excel file. Experiment to find the zoom setting that works best.
Several functions are also available by clicking on the column headings in the Ledger worksheets. Clicking on the Account Name at the top of a Ledger worksheets displays the Ledger Account Information form. Clicking the Print column heading toggles the print checkmark on and off for check transactions. (See the instructions for Printing Checks for more details.) Clicking the Checkmark column heading toggles the cleared check mark on and off. (See the instructions for Balancing Your Checkbook for more details.) Clicking the Category column heading will allow you to edit the categories and distribution for Split transactions. Double-clicking on a row in the Ledger worksheets, Categories worksheet or Recurring Transactions worksheet will open a form where you can edit the entry in that row.
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