Maintain and balance your bank accounts and credit cards, track recurring transactions and expenses with the help of this simple application.
- Checkbook for Excel
- Version :6.1b
- License :Trial
- OS :Windows All
- Publisher :DJI Computer Solutions
Checkbook for Excel Description
Checkbook for Excel is an easy-to-use piece of software designed to help you keep track of your bank account information, credit cards, and transactions, directly from Microsoft Excel.
Support for multiple accounts and ledgers
With the help of this program, you can monitor more than one account at a time, and you can even create multiple ledgers for each of them, provided that you want to track different transactions separately.
To get started, you need to set up an account and a ledger, and to input an initial balance. Next, your can add transactions to the ledger, and the program displays all of them in the main window while also showing the final balance.
Set up recurring transactions
The tool has been designed with support for recurring transactions and allows you to set them up fast. Thus, it automatically adds them to the ledger and provides you with the possibility to monitor them effortlessly.
You can view Tax Summary directly in this application’s main window, and you can also keep track of checks. Moreover, you can organize transactions in categories for easier tracking.
Generate and view reports
Checkbook for Excel includes support for generating reports on your account and allows you to create and view new reports directly from its main window. Moreover, it shows a list of generated reports and enables you to compare them when needed.
In addition to being able to input all of the account and transaction information you want, the utility provides you with the possibility to import data from CSV and Excel Table, from other applications, and from earlier versions of Checkbook for Excel.
A reliable bank transactions manager
All in all, Checkbook for Excel is an easy-to-use, snappy program for keeping track of your bank account information. In offers support for recurring transactions, credit cards, and in and out transfers, and allows you to track income and expenses and to generate reports on your bank activity.