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.

categories: Budgets

Check Book Register for Excel

Rating for: Free Excel Checkbook Register
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Checkbook Register Screenshot
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Version: Excel 2003 or later

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License: Private Use
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Description

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

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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.


 

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