Excel Check Book Register
Do you need a simple check book register for your new home business or to begin tracking your personal finances? If so, try our free check register spreadsheet below. I would generally suggest using Quicken or other budget software for recording your transactions and balancing your checkbook. But, I actually still use a simple check register like this one for some tasks. Hope you find it useful, too.
Check Book Register for Excel
A simple checkbook register can be useful if you are just getting started managing your finances or have a new home business and need a quick solution for tracking expenses.
This template is a very simple check register spreadsheet for Excel, OpenOffice or Google Docs. It can also be used for savings accounts and credit card accounts. You can track multiple accounts by making a copy of the Register worksheet. It includes a column for recording expense categories, and the formula used for the Balance makes it easy to add and delete rows.
The new XLSX version provides a few improvements over the original (view the screenshot)
If you would prefer something more advanced that will help you manage a budget, try the Money Management Template.
"No installation, no macros - just a simple spreadsheet" - by Jon Wittwer
Dynamic Drop-Down Lists for Dates and Check Numbers
When the Excel Checkbook Is Not Enough ...
When you want to analyze your expenses by category or create a budget report, that is when you need to make the switch to a more advanced template. There are certainly ways of expanding upon this template, but if you are planning to use Excel to keep track of your personal finances, I would consider using our new Money Management spreadsheet. If you want the ability to import transactions downloaded from a bank and other more advanced features, you may want to try software like Quicken or YNAB.
When is this Excel Check Register Useful?
Answer: When all you need is to keep track of the current balance in one or more accounts. Example: A college department secretary may need to keep track of the current account balance as a professor gradually depletes her grant money. A history of the transactions is needed, along with a report towards the end of the year indicating how much is left to spend.
Excel Checkbook Add-ins
- Easy Checkbook - Add-ins.com - An add-in for keeping track of your personal checks and deposits in Excel. You can balance your checkbook and sort checks by amount, payee, date, etc.
- Checkbook for Excel - www.djicomputer.com - Checkbook for Excel is a full featured software application written for Microsoft Excel and is completely compatible with Excel 97/2000/XP. The Checkbook for Excel download provides a fully functional version of program that can be used for 30 days for free.