office max my checkbook personal edition

Office max my checkbook personal edition for mac#

The best checkbook register apps are Microsoft Excel templates and are very simple for anyone to use whether you are a single person keeping track of one checking account or a large family managing multiple checking accounts, savings accounts and credit card accounts.

Office max my checkbook personal edition for mac#

Requires Excel 2019 for Mac, Excel 2021 for Mac, or Excel for Microsoft 365 for MacĮxcel for Microsoft 365 for Mac or Excel 2021 for Mac Requires Excel 2016 for Mac, Excel 2019 for Mac, Excel 2021 for Mac, or Excel for Office 365 for Mac (Excel for Microsoft 365 for Mac) Requires Excel 2010 or higher, or Excel for Microsoft 365 Requires Excel 2010 or higher, or Excel for Office 365 (Excel for Microsoft 365) Weekly, Biweekly, Monthly, Yearly, & Custom Expense ReportsĬreate your own custom spending reports using Pivot Tables New: Master register of all transactions from all 10 or 12 accounts / registers combined New: Wealth Tracker (Net Worth Balance Charts) New: This Year vs Last Year Dashboard Spreadsheet New: Extra column in registers to tag transactions My checkbook register is filled out/ projected for the entire year and I use color coding to indicate transaction statuses such as: completed, cleared, setup to happen automatically on a given date, unsure about date/amount/etc.Checkbook App, Reports & Net Worth TrackerĬheckbook App, Advanced Reports & Net Worth Tracker There is even a tab that tracks every paycheck for a given year along with calculating what my tax refunds/ owed will be at year end. I have also added tabs for every other bank account to the same workbook to monitor my whole financial picture. I have moved my 'checkbook register' from Excel to Google Drive to make it accessible from anywhere. Maybe I should get a smart phone for that.

But I hate it when I lose my internet connection and can't see the transactions. Now that transactions (check charges and deposits) show up immediately online it is not as necessary as it used to be. I use cell colors to indicate completed transactions and reconciled balance.

The bank does not seem to make mistakes though from time to time I do (forgetting to enter data). I keep my paper credit card receipts until the statement closes.ĭbr wrote:I keep my checkbook on an Excel spreadsheet and generally double check. If I hadn't been in the habit of checking my balance and reconciling the transactions, I would not have known that I needed to make a couple of more debit transactions that month-it wouldn't have been the end of the world, but I was glad to be aware of it.įWIW, I check my bank and credit card balances online a couple of times a week-it's a process I sort of enjoy so I don't mind spending the time on it. (I know there have been discussions about the dangers of debit transactions, but I have enough money in other accounts that I don't mind using ordinary caution to make these 10 debit transactions, and I haven't had any problems yet.) One of the benefits of the account is refund of non-affiliated ATM fees, and a benefit for me is that I don't have to transfer money back and forth between checking and savings I pretty much transfer money to an online savings account once a month and try to keep the checking in the neighborhood of $25,000.Īnyway, in November I noticed that two of my debit transactions didn't clear-they finally cleared months later. I had thought that I'd be really annoyed by having to keep track of the debit transactions, but it hasn't been bad at all. A local brick-and-mortar bank has a checking account that used to pay 1.98% on balances up to $25,000 (it's down to 1.11% now) as long as you have one direct deposit, take electronic statements, and make at least 10 debit transactions per month. That prompted me to switch to another bank, which I should have done long ago.

When my main bill-paying account was a checking account linked to a savings account, I used to transfer money from the checking to the savings and try to keep the checking account low because of the low interest rate-it would have been tough to do this without keeping track of what was in the checking account.Ī couple of years ago, Bank of America sold some of its branches including the ones in my town.

I've been keeping a check register pretty much forever-not to check the bank's math (or my occasional errors) but to keep track of what I have and which items have cleared.