#Balance checkbook sheet free#

However, the latest version (2023) is available from this page and I think you’ll enjoy the new dashboard features in that free download. DownloadĬlick here for my old version featured in the YouTube video. This is where all of the other sample spreadsheets I’ve seen ARE NO GOOD. My sample spreadsheet will help, and being able to enter future expenses is important. If you’re like me, every month can be a little different for expenses, so rather than just wing it, I like to know how tight things might be in the ole bank account. This is where my Excel spreadsheet shines over the others.įor me, the latter is a truly compelling reason to use Excel. You can forecast how the rest of the month looks by entering bills that you know will come due, and then figure out how much money you’ll have left for other things.Yes, that can be frightening! But helpful nonetheless. You can quickly see how much you’ve been spending in a particular category.

#Balance checkbook sheet pdf#

Or they’ll offer your statements in PDF format, but searching across many PDF files becomes way too tedious. Most bank websites will limit or cripple your ability to see older transactions.

It’s easy to go back in time to find an old transaction.

There are a lot of good reasons to keep a copy of your checkbook register in Excel. Sample Check Register Why Use Excel for a Checkbook Register?

But definitely annoying! My version fixes that. So I’d constantly have to re-copy the correct formula to the affected cells.

Any attempt to move (cut/paste) transactions around would result in #REF errors in the formula that’s used to calculate the current balance. I have tried other sample Excel checkbook spreadsheets in the past, and they were decent. So I turned to Excel 6 years ago and it has worked well. I was a former Quicken user for many years, but the constant upgrades and cost became unpalatable. I’ve been keeping my checkbook and house budget in Excel for a long time. I love spreadsheets! As a joke, I even had my wife add something to her wedding vows about learning to at least like Microsoft Excel in the future. I haven’t written on a topic like this before, but I confess.