Excel check register for mac software#
New Feature: The checkbook software with categories, now has a new worksheet that has PivotTable reports to help you visually see your income vs spending. You can also filter by specific accounts (in any combination) or filter by all financial accounts. You can further filter by date, description, all other register columns. For example, if you use several credit cards to purchase groceries, you can use the consolidated register to search and filter the Category column by groceries and see a filtered list of all groceries transactions from all accounts in one place and get a subtotal of your grocery spending. Using this consolidated register, you can use the Excel filters to search through and filter data from all transactions in a single register. In addition to the 10 accounts / registers to track your personal finances, there is a separate single consolidated register that contains all transactions from all the other 10 registers/accounts. So in the combined register, you can use the filter to get an expense report subtotal of how much was spent on groceries in all 10 accounts or you could even also choose specific accounts to get a spending amount in a particular category whether that is an expense category or income category. Now with the combined register, you can get the spending total of all transactions from all registers for a specific category. Before this new version of the Georges Excel Checkbook Register v7, you could only get the total spending in a particular category from a single register at a time. Using the Excel filter in this consolidated register, you can get the total spending in a particular category based on all 10 financial accounts. This combined master register is automatically created as you enter transactions in one of the 10 separate accounts/registers.
Once you assign a spending category or income category to a transaction, you can use the Excel filter to get a subtotal of how much money you spent in a particular spending category or how much you made in an income category such as your job salary in that particular Excel account register. In the Excel checkbook spreadsheet, you can use the Excel filter and get amount subtotals based on category, date periods (such as this month, last month, this year, last year, specific days, or quarters of the year), by description such as Walmart (payee), by amounts, and specific financial accounts.Ī great new feature of Georges Excel Checkbook Register v7 is a new consolidated register that combines the other 10 individual account registers into one register in one worksheet so you can search and filter through all transactions from the 10 different account registers in one location. In each Excel checkbook register template, using the category field, you can tag your financial transactions with a spending category such as groceries, restaurants or gas or an income category such as salary or bonus. Start tracking your money and spending so you can take control of your finances, know where your money is going, cut expenses, and save money for your future. Track up to 10 of your personal financial accounts in the registers whether they are bank accounts, credit card accounts, savings accounts or other financial accounts. Excel checkbook register with categories, account reconciliation, and spending reports to manage your money in Microsoft Excel.
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