File Size: 1.6 MB
Checkbook for Excel is a truly easy-to-use checkbook application that can help alleviate the anxiety of keeping track of expenses, deposits, service fees, and other details of keeping a checking account on the money.
It's so much better than your average paper checkbook register, Checkbook for Excel can be customized to track expenses; flag tax-related events; manage one's PayPal expenses, deposits and fees; prepare and print reports; even print checks. All you have to do is set up a ledger sheet for each financial account you wish to manage. It is here you will be prompted to provide the details (name and address of creditor, amount, whether recurring, and more) of each expense and deposit. And it is in these details that the complexity of managing one's financial life becomes, well, less complex. The most challenging part of Checkbook for Excel is making sure you remember to actually enter the data, particularly those ATM withdrawals. You can also split category designations, which is particularly helpful if you want to track childcare expenses that may be of tax consequence. The only limiting factor is that you cannot create a new category (such as "beekeeping"), but instead rely on a generic miscellaneous category.
Features:* The ability to add an unlimited number of income and expense categories.
* The ability to track 50 separate financial accounts.
* The ability to split transactions across up to ten different categories.
* The ability to designate categories as tax related and reference tax forms and tax worksheets.
* Custom tax report that summarizes tax related transactions by category and related tax form.
* The ability to add and store address information and print addresses on checks.
* The ability to import data from Quicken Interchange Format (.QIF) files.
* Seamless importing of downloaded Paypal transactions.
* The enhanced Palm OS based Checkbook Companion application with synchronization to Checkbook for Excel.
* Enhanced expense and income reports.
* New "Electronic Funds Transfer" transaction type.
* The ability to schedule recurring transactions.
* The ability to individually customize ledger formatting.
* The ability to modify the ledger color scheme.
* Enhanced international date and currency formatting.
* Additional options for archiving old transactions from the program ledgers.
* Ability to rename the sheet tabs for Ledger sheets.
* Ability to create a copy of Ledger(s) with splits displayed.
* Automatically locates cell cursor in entered and or edited transactions upon entry.
* Adds a Checkbook menu and dialog box hot keys for improved voice recognition functionality.
* New improved Checkbook Toolbar.
* Improved Category and Transaction Account Editing.
* New double-click functionality.
* New Feature to Export Ledgers and reports.
* A host of other minor ease of use and usability enhancements.
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