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!

Visit Checkbook on Facebook

Visit Handicap Manager on Facebook

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 for Excel

DJI Computer Solutions

Version 7

 

 

Thank you for using Checkbook for Excel. This is a fully functional version that will expire in 24 days. If you like the program and would like to continue using it, you need to obtain a registration code to remove the expiration feature or revive the program if it has expired. Registered users receive free technical support for three years, including free minor upgrades and maintenance releases.

How to Register

Checkbook for Excel is a custom application written for Microsoft Excel and is completely compatible with Excel 2010/2013/2016/2019/365 or higher. This version is an upgrade of the popular version 6. It includes a host of new features and improvements, including the addition of budgeting tools and reports, a host of new standard Quick Reports, pre-defnied Ledger filters, the ability to save and retrieve custom user-defined reports and summaries, the ability to move transactions between ledgers, enhancements to the Report Summaries, provides a new Budget Summary, provides additional Ledger color schemes, improved the Checkbook ribbon menu and a host of other improvements and new features. We also improved the underlying code to make the program load faster and be more responsive while reducing the file size.

It maintains and improves on the interface from the previous versions so it's intuitive and easy to use.  The program provides all the necessary features for managing your checking accounts, savings 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.

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.

License Agreement

Installation

Overview