![]() The Check Register Template for Excel is a reliable and very useful check recording template that you can use for keeping track of your check deposits and payments. • • Looking for an easy-to-use, free check register spreadsheet? You've found the right place! My free Check Register spreadsheet has become awfully popular, as you might imagine. ![]() The nice thing is that I know all my users (like you, hopefully) have taken the time to read my. Now that that's out of the way, grab your copy of the Check Register Spreadsheet.and keep reading to see everything it can do for you! Introduction Here's the thing: I love Quicken as much as the next guy, but it's not for everyone. It takes a lot of time to learn; it isn't the most bug-free piece of software ever churned out; and it can be pricey and even frustrating. ![]() The simple fact is that not everyone needs Quicken or Money. If you're just beginning your journey toward Money Smarts, then all you really need to get started is a simple check-register spreadsheet. You need something that can help you track your bank- and credit-card balances, right? ![]() And maybe show you where your money's going with the help of spending categories. I absolutely believe in categorizing one's spending. That, to my mind, is probably the single biggest benefit of Quicken and Money — they let you see exactly where your money is going. As I looked around the internet, I found exactly ZERO free check-register spreadsheets that allow a way to categorize one's money flow. One site, in fact, suggests that it can't be done with Excel — that you'd require Quicken or Money to group your spending into customizable categories. That would be true. Except for the fact that it's false. Click this image to get a quick look at my free Check Register: Yes, believe it. This spreadsheet does offer spending categories. Even better, they're customizable. See where your money's going. You might be surprised. One more thing: Just because I call it a 'checkbook register' doesn't mean that that's all it can do. A small-biz owner might use it to help track a receivables/payables account. And since the categories are entirely customizable, they could prove very useful for this sort of business-account tracking, too. You could use it to track a credit-card account, or an auto-loan account, or pretty much any account where there are inflows and/or outflows. (Which means pretty much any account.) Interested in learning more? Just read on! (This isn't your average checkbook register; there are some things you need to know to get the most out of it.) Spreadsheet Requires Excel 97 or Later This isn't a stand-alone program. It's an Excel spreadsheet, which means it requires that you have Microsoft Excel installed on your computer for it to operate. Further, I've only tried it on Excel 97 and later versions — so it might work on earlier versions of Excel, but I can't guarantee it. As far as operating system requirements, it should work on Windows 98 and later versions. OpenOffice Users: Yup, it'll work with OpenOffice! (Although I haven't tried the Recurring Transactions Log on it yet.) Mac Users: It should work fine on Macs. But since I don't have ready access to one, I can't prove it. What Can This Thing Do? Well, it can do all the nasty math required to keep a running balance in your account, of course. That's kid's play. Aside from that, it can: • Monitor your spending with up to 200 user-created spending categories — all selectable from a drop-down menu, if you so choose. • Allow up to 15 transaction types (check, ATM, ETF, etc.), all customizable by the user. So it works great as a register for credit-card and loan accounts too! • Take advantage of Excel's AutoFilter (if applicable) for some heavy-duty, categorized-spending analysis! And the best part of all: You can get rid of your paper checkbook registers once and for all. (They make spiffy coloring pads for 3-year-olds, by the way. Keeps 'em entertained for at least 10 to 20 minutes.) Not Just for Checking Accounts While I put this spreadsheet together with the idea that it could function as a simple check register, the truth is that it will probably work as a register for most any type of basic bank account: savings, loan, credit card, or whatever. You could even use it to track your cash spending. Just open a new workbook (spreadsheet file) for each account that you wish to track. Basically, if the account you're dealing with uses credits and debits, or deposits and withdrawals (which is pretty much every account known to man), then this spreadsheet could probably be used to track it.
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March 2018
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