Checkbook for Excel is a custom personal & business finance application written for Microsoft Excel and is completely compatible with Excel 2007/2010/2013 and higher. This version is an upgrade of the popular version 5.x and provides a host of new features and improvements. It retains the same intuitive yet powerful interface from the earlier versions and provides all the necessary features for managing your financial accounts without all the excess baggage and gratuitous advertising associated with the popular personal finance packages. This makes it faster and easier to use. Checkbook for Excel provides exactly what you need; a simple, easy way to track, maintain and balance your bank accounts, credit cards and other business and personal expenses.
What is new in this release:
Version 6.1 provides a new enhanced user interface utilizing a customized tab on the Office Ribbon. Adds new transaction types including the ability to automatically transfer funds between accounts. Provides the ability to add custom transaction types. Adds the ability to import data from multiple file formats, including CSV files, QFX files, OFX files and other Excel files in addition to QIF files. Adds the ability to import data from other file formats one transaction at a time with the ability to edit each transaction before importing. Adds the ability to split transactions in up to 15 different income and expense categories. Adds the ability to include multiple Ledgers in Custom Reports and Tax Reports. Provides additional transaction scheduling options. Provides improved expense and income categories along with improved tax related categories. Improves functionality across all program dialog boxes provides the capability for the end user to change column widths. Changes Ledger sheet tab colors to match the Ledger color scheme. Provides enhanced compatibility for newer versions of Excel. Improves performance in Excel 2013 and 2016
What is new in version 6.0b:
It provides a new enhanced user interface utilizing a customized tab on the Office Ribbon. Adds new transaction types including the ability to automatically transfer funds between accounts. Provides the ability to add custom transaction types. Adds the ability to import data from multiple file formats, including CSV files, QFX files, OFX files and other Excel files in addition to QIF files. Adds the ability to import data from other file formats one transaction at a time with the ability to edit each transaction before importing. Adds the ability to split transactions in up to 15 different income and expense categories. Adds the ability to include multiple Ledgers in Custom Reports and Tax Reports. Provides additional transaction scheduling options. Provides improved expense and income categories along with improved tax related categories. Improves functionality across all program dialog boxes provides the capability for the end user to change column widths. Changes Ledger sheet tab colors to match the Ledger color scheme. Provides enhanced compatibility for newer versions of Excel.
Requirements:
Microsoft Excel 2007
Limitations:
24-day trial
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