Checkbook For Excel 7.0.1

Checkbook for Excel can be used to keep track of your expenses, payments, fees and more.

The Checkbook for Excel is so much more than a paper checkbook. It can be configured to track and flag expenses, manage PayPal fees, deposit and expenses and prepare reports. You only need to create a ledger for every financial account that you want to track. You will then be asked to enter the specifics (name, address, type of deposit, amount and whether it is recurring) for each expenditure and deposit. In these small details, the management of one's finances becomes less complicated. Checkbook for excel is most difficult to use if you forget to enter data. This includes ATM withdrawals. It is possible to split the categories, which can be very helpful when tracking childcare costs that could have tax implications. You can only create one new category, such as "beekeeping", and must instead use a generic category.

The following are some examples of
Adds many automated Quick Reports to the system by date, month, and year.
Adds multiple automated Filters for the Ledger by Month, Year, Un-cleared Transactions Only, etc.
Excel Autofilter is now available to help filter data on the Report worksheet.
The Create Report function has been enhanced to include the capability of saving and retrieving user-defined filters and reports.
The ability to budget monthly amounts by expense category and income category is now available.
The Budget Summary Report compares the budget with actuals for categories of income and expenses. It includes charts in each cell for easier visualization.
When using Create Report, you can now go directly to the Report Summary sheet or Budget Summary worksheet.
The Report Summary report and the Ledger summary reports have been enhanced with improved formatting, and a mini-chart of income and expenses.
Move Transaction Tool: This tool allows you to move transactions to another ledger.
This adds multiple charts to the Report Summary report and Ledger Summary report. You can now maintain two charts for your income and expenses. Charts are automatically updated when data is changed.
When custom transaction types added, the Checkbook tab will display transaction tools.
The functionality of Scheduled Recurring Transactions has been improved.
The Ledger has been updated with new color schemes.
The Ledgers, Reports, and other summary worksheets have been updated to include modern fonts, row spacing, and formatting.
The Checkbook for Excel program now includes an option that allows you to select the Ledger sheet displayed initially when it opens.
The Report worksheet has been updated to make it more attractive.
The Checkbook tabs are now more visible in dark modes and all other color schemes.
The Checkbook tab is reorganized to save space and be more logical.
The program is updated to a more modern look and feel.
The next check number generator is improved so that the program can sequence check numbers even when they are not in order.
The New Transaction button can now default to something else than a check transaction.
The Recurring Scheduled Transactions feature is improved to display the due date of the scheduled transaction on the Transaction Entry Form and to limit the number of transactions available to only those that are within 4 weeks from their due date.
Import credit card information into the OFX/QFX process.
Import Quickbooks (QBO files) now possible.
The title of the report summary should match that of the original title.
Transfer Transactions now have improved functionality.
The Ledger View has been improved to allow you to select the ledger that you want.
The VBA code and worksheets are optimized to improve the performance and reduce file size.
The report's progress indicator has been improved.
Importing the Global Ledger and Program Options is now easier with the Import Previous Version feature.
Improved context-sensitive help system, online help