![]() ![]() The macro-enabled version has a simple button that will refresh the pivot tables with your latest register entries. And there’s a clear filter button at the top of the slicer to return things to normal (show all transactions in the charts).Īfter purchase, you’ll have immediate access to a ZIP file with two Excel files inside. There’s a slicer control on the left-side which lets you click on a particular month, and the charts will automatically change to reflect the values for that chosen month.Īt the top of the slicer control, there’s a button you can click so that you can then choose two or more months that the charts will reference. You’ll see expenses per month along with a breakdown by broad categories and also sub-categories. These correspond with the four register worksheets so that you can have separate charts for each bank account. The current version has worksheets titled Dashboard1 thru Dashboard4. You might opt to right-click on those tabs and rename them to something more meaningful. There are separate worksheets labeled Register1, Register2, Register3 and Register4. This version supports up to four different bank accounts. If that is of interest to you, the newer January 2024 release includes that feature and much more. Reconciling TransactionsĪ few users have asked for a way to reconcile their checkbook when they review their monthly bank statement. I also added a column called Memo for entering additional info about a transaction. You might opt to delete or hide that column. While it’s certainly not necessary, I decided to add it to the sample spreadsheet. My bank offers the ability to download my transactions, and they include a column for Transaction Type ( Trx Type). This version is backward compatible with older versions of Excel. Note: previous versions used XLOOKUP which is only supported in the Office 365 version of Excel. ![]() When entering transactions, you only have to choose a sub-category and the last two columns will automatically populate thanks to a pair of functions in Excel called INDEX and MATCH. These work with the dashboards so that expenses can be charted based on those values. In 2022, I added columns for sub-categories, categories and types. In a hurry and want the download? Please see the green download button ( or click here) near the bottom of this post, but let me share some of the features. However, your spreadsheets were extremely easy to use and I thank you very, very much for sharing your expertise!” (John J.) Not so! They offer one but it was extremely frustrating to use. “I mistakenly thought that Excel would have a simple and easy to use checkbook register template. Since then, I have continued yearly updates after receiving positive feedback on YouTube. I originally shared my Microsoft Excel Checkbook Register with the world in 2019.
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