This software allows users to keep track of personal finances in a customized Microsoft Excel spreadsheet. There are tools for calculating running balances.
Checkbook
Checkbook is a Windows utility for personal budgeting. You can manually add multiple incoming and outgoing transactions to the list. It is possible to categorize different types of expenses to get valuable insights into current spending habits.
Financial planning
With the help of this program users are able to view a clear picture of their financial situation. Instruments for maintaining a balanced budget by eliminating unnecessary expenses and optimizing investment strategies are provided.
Transaction management
Similar to QuickBooks, you can record all deposits, withdrawals and transfers to keep account information up to date. It is possible to automatically calculate overall total amounts to reduce the risk of errors.
Reconciliation
There is an option to compare manually entered statements with the physical checkbook. This is a very important step in maintaining accurate financial records. Users are able to quickly detect and resolve any potential discrepancies.
Detailed financial reports are generated automatically. You can choose specific time periods as well as select required transaction types and expense categories to be included in the resulting text document.
Features
- free to download and use;
- offers you custom Excel spreadsheets for keeping track of personal finances;
- it is possible to manually add multiple transactions to the list;
- users can create a detailed financial report for any given period of time;
- compatible with all modern versions of Windows.