Create a Checkbook Register in Excel
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- Опубліковано 11 вер 2024
- Are you one of those people who like to balance your checkbook and see your spending summary? Do you look forward to getting your bank monthly statement and reconciling it with transactions in your checkbook register? You probably want to ditch the register and put this on a budget spreadsheet. With Excel you can create a basic checkbook register (and turn it into a template!) so see this video to learn how to create an online checkbook register using Excel.
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I've view several videos on registers, and yours was the easiest. Thanks.
Great to hear!
Thank you so much for taking the time to do this, it is such an enormous help. It is so time consuming writing everything down in a paper register plus they are so small,I'm actually very excited to get more organized :)
Glad you liked it...thanks for the comment!
Outstanding...Thank you so much!!! You've saved my life. I have wasted money on several software and app options with crappy results. Thanks again.
You're welcome
Thanks Doug H. Finally balanced by check book the easy way. I am able diagnose between ATM machines withdrawals vs. savings. I was astonished. I need to stop using the ATM Machine and put $ away for rainy day. Thank you. This is exactly what I was looking for and it works.
WOW! Thanks Doug! With all these apps charging for a subscription or even to download, I was wanting just a basic checkbook. And so happy I found your instructional video!
Just moved into my own place for the firs time, and this was incredibly helpful to get me organized for my monthly bills/budgeting. Thanks a ton!
Best of luck!
Thank you sir! your video is very helpful. I actually finished my project today just following your step by step instructions. God bless and more power!!!
Thank you thank you for this great tutorial. From someone who has never used excel but is tired of paper registers this is very easy to use. I now carry my register on a flash drive.
Wow, this was really clear and not rushed. I created my checking account on EXCEL with this tutorial! Thank you!
Gracias for such a wonderful video and step by step tutorial! I like John Smith have not balanced a check book in eons and started to write everything down in a little steno pad and decided what the heck let me youtube this feat and just like that KABAM your tutorial made it easy peasy... Thanks a bunch!
Hi Sylvia D, glad you liked it, thanks for commenting!
Thanks for such a complete video on this specific topic! The if/is blank formula especially helped clean up my previous Excel register's running balance.
Glad it was helpful!
Loved the video. I have been trying to figure out how to do this for a few days now. Glad I found this!
+CarlaJo Cominiello glad you liked. Thanks for the comment!
YOU HAVE THE BEST CHECK REGISTER TUTORIAL EVERRRRR!!!!!!!!!!!!!!!!!
Thanks!
thanks for posting! I learned some new Excel tricks as well as building the check register.
OMG Doug, you are a great teacher. I don't like classes on line, however you make it so simple. I have learned a lot in just two days. Please keep posting more videos.
I will.
The best checkbook training that I’ve seen on UA-cam thank you so much
Hi patrick bryan, thanks for the kind words!
SO awesome bro, I learned excel back in the days, but its changed so much, and you have refreshed my memory, thanks...AWESOME, i have liked, and sub'd...KEEP THESE going!!!
Thanks for the kind words!
Very helpful but a bit too fast paced for me, perhaps because I need to learn some more basics first. I was hoping to create a ck register after watching this video. However, I think I need to do some more reading and perhaps watching other videos. All in all I still recommend this video.
Doug... kudos on an extremely well done video tutorial. Clear, concise, precise, and logically presented. I've been using and in love with spreadsheets since the days of VisiCalc, and you still taught me a couple of neat tricks. I will definitely be looking at more of your content!
Hi Richard Powell, glad you liked it, thanks for commenting!
Great step by step instructions. Good tool for an excel beginner!
Hi Rachel Latanich, thanks for the comment!
This saved my sanity while working on an assignment. Thanks!
Glad it helped!
This was a great video, it was exactly what I was looking for, thanks for the great directions, very easy to follow
Thanks for the comment!
I just got tired of running out of check registers.....don't right many checks anymore but only use them for keeping track of my account.
And thank you for this tutorial...it is nice that people take the time to inform others of useful tools.
Hi Ken Fischer, thanks for the comment!
@@DougHExcel Wow, I had forgotten where I had received this tutorial, since I made my comment 4 years ago....thanks for replying...now I will download this video.
Thank you, I have not done this for like 20 years and forgotten how. Very clear !
Thanks!
i wish i found this much sooner. love the simplicity
Love it! Great video!
OUTSTANDING TUTORIAL! I was able to use this exact strategy in NUMBERS for Mac OS (version 3.2.2). THANK YOU for sharing!
PS - When I have some money in my checking account again, I would be glad to send you some! ;)
Thank you so much. Even though Microsoft bias changed things in Excel just a bit this video was extremely helpful.
Glad it helped!
I benefited from this tremendously! Thanks for sharing!
Hi Linda Olvera, thanks for the comment!
Thank you for the tutorial. I am a visual learner and this helps so much.
Hi Travelin Tippy, glad you liked it, thanks for commenting!
Thank you, Doug! I was going crazy trying to figure how to track fraud on 2 years in a checking account. You are a time and life saver!
Thanks Vegetarianj16, glad it helped!
Very instructive. Excellent.
Hi Lorgio Zender, thanks for the comment!
I just found your video on checkbook register thanks it was very helpful.
Just found this video! Thank you so much!! It was exactly what I was looking for!
You're so welcome!
Thanks. The formula is great.Works well for me so far.
You're welcome!
+Doug H
I can't say how much I appreciate this video. Your teaching skills surpass any other UA-camr out there. I appreciate you. Thank you! Angel from The Bay
PS I used this concept and the "No Blank Space" for a Loan template I made in order to keep me Organized. So darn happy!
Hi pcking2008, thanks for the kind words!
Life saver! Thanks so much!
You’re welcome!
You are a genius!!! Thanks for posting.
very well explained! Thanks!
Hi quickend01...you're welcome, glad you liked!
so far this video help me!!! thanks uploader
love the video....its great...recommend it to everyone.
Thanks!!
I just left Quicken and have been looking for an easy alternative. This was perfect! Thanks.
Hi junkerjorg, glad you liked it, thanks for commenting!
One quick question, for some reason the If(ISBLANK) formula is not carrying down to the new row when I tab to start a new row. Any idea why that wouldn't transfer down?
The trick is to get the formula in place before creating the table and everything is happy.
Dude I really appreciate you. I have been trying for a long time to do this and you made it possible. The check register is all I will ever need so, I won't subscribe but I sure hit the like for ya! Thanks
Papaw !
Hi Kerry Lyons, thanks for the kind words!
So helpful! Thank you!
Glad it was helpful!
Thank you for posting this tutorial, it was a great help to me.
Thank You Doug. Its a great help for beginners like me.
You're welcome!
Thank you so much for the formula - IFBLANK. I learned something today. thumbs up!
Excellent video man! I just decided to start doing this but couldn't figure out how to do both debits and credits. Thanks!
You're Welcome!
Awesome tutorial, thank you very much!
Great Job, i was able to create my check book from your tutorial
Glad it helped!
This is awesome! Thanks for making it so simple!
You're welcome!
Very handy little sheet!
Thanks for the comment!
Nice tutorial, thanks. I made one change because I would like to sort the table. For example, sort the debit column from smallest to largest amount. If you do this sort you mess up the balance calculation. So I changed to formula for the balance column to this: =IF(ISBLANK(B4),"",IF(F3="Balance",E4-C4,F3+E4-C4)) Row 3 has the column headings and Row 4 is the first row of data entries. Just thought I would post this if some one else wants to sort the table.
I forgot one thing. I made my register for a credit card account. So there is one less column. There is no number column. So you have to shift the columns over one for the checkbook.
=IF(ISBLANK(C4),"",IF(G3="Balance",F4-D4,G3+F4-D4))
can i get a video link on this one where i can learn IF BLANK thing in a zoomed and clear version. PLeasE?
I will have to see this over and over to get it all. I am an artist and teach cLasses I just need to keep tract of my expenses to add to our income. And expenses to take away from income. Also amounts I need to pay sales tax every six months if I sell painting. I am 82 years old and need simplicity. Thank you.
Glad you found this, hope it helped out!
Thank you, I learned verymuch
VERY helpful and easy to follow. Thank you!
Hi DamitaJoBoy9, glad you liked it, thanks for commenting!
Awesome job! Thanks for the video.
Thank you so much. This was very helpful!!
Very clever usage making the auto line add, great guide.
Hi Jim Jones, thanks for the comment!
I enjoyed your video. You are clear and concise in your instruction. I am using Excel 2013. The "if is blank" formula doesn't seem to be necessary, but for the sake of clarification--how many double quotes are you using in succession 3 or 4? Thanks again for sharing.
Thanks for the help Doug!
You're Welcome!
Thank you 😊
You’re welcome 😇
This was perfect. I came onto UA-cam to figure out how to create a checkbook register in Excel and here it was. So simple. Love it. I am so tired of writing stuff in my checkbook and doing manual calculations with a calculator. No more dinosaur behavior for me. I skipped the formula to blank out the balance. Doesn't bother me to show it.
Glad you liked!
@@DougHExcel I decided to add the formula to blank out balance. Super easy thanks to your cool video!
THANKS FOR THIS GREAT VIDEO!
Doug great job I am not 100% at excel but I got to work thanks
You can do it! Thanks for the comment!
Is there a way to have the new transactions and totals run at the top of the page instead of the bottom? So every time you add a new transaction it appears in row 1 rather than the very last row
Ty, very good presentation
Hi Michele Johnson...you're welcome, glad you liked!
Thanks Mr. Doug
How can I make reconciliation between our company account and bank account by easily method?
THANK YOU for a clear, concise tutorial!
Hi Betsy Mae...you're welcome, glad you liked!
i am glad to learn excel.
Just what I needed. I can stop ordering registers and put my calculator away!!
Thank you so much that was exactly what I needed help with. Do you have a video on creating a graph on the register? That would be wonderful. Again, thank you.
Not yet! But another way could be to create a checkbook register with a pivot table, then you can pivot it for analysis. ua-cam.com/video/0gVKeeH3VaA/v-deo.html
Thank you so much.
Thanks for the great video, the “isblank” command was something I was really looking to understand.
Hi sforsmith, glad you liked it, thanks for commenting!
Great video, exactly what I was looking for help with.
Thanks for the comment!
Nice clear and concise video. One problem I am having is I have the if-then statement working for the first blank row, but any additional rows I add to the register revert back to just the formula without the if-then portion. I carried the formula down by double-clicking as in the video.
***** I have copied the cells both by double clicking and manual dragging - it copies the formula to all existing rows, and to the first new row I add to the table. After that, when I tab into a new row, it does not carry the full formula - it carries over the original formula that calculates the cells on the row, but not the if-then part so it puts a value in the balance column at the end of the row.
very helpful
very nice video sir thank u very much.
Thanks for the comment!
very good informative video.
So good, thanks Doug!
You're welcome; glad you liked!
Thanks for the helpful video, Doug! I'm still trying to find a way to use the Reconcile? column to actually double-check the ending balance on my statement against what I have in Excel. Do you know how? Maybe it's easy and obvious, but I'm new to Tables in Excel. :)
***** Thanks for the quick reply - I'm essentially looking for the ending balance not including any unreconciled transactions. I'm sure there is a way to do it, I just haven't worked it out yet.
@@dougmaynard5039 This is my question also. I enter checks and deposits as I do them, and then when I reconcile against my statement, how do I find a balance _not_ including unreconciled transactions?
so helpful thanks so much! very well done video,
You're welcome!
Hi Doug, I really learned a lot, thank you, but one question I have that you didn't answer was how does it subtract? I did exactly what you did but the debit do not subtract, they add.
Thanks, great video on tables.
Mason
Thank you! you gave me the answer I was looking for, it is much appreciated. :-)
Thanks Derek Fletcher, glad it helped!
Doug, super job and very informative! Looking for help on the next step...how to create a formula that will allow a fast reconcile with the bank's records once the monthly statement arrives. You already use a reconcile column in the check register; just looking for a way to not add back the checked items but add back the unchecked items, with a balance at the bottom that should match the bank's balance once all the reconciled activities are checked. Can you do that?
***** Thanks again! I actually created a separate column to the right of the checkbook for reconciliation and used the following formula for each transaction: =IF(D4="x",0,+E4-F4) In this case, the "x" is what goes into the reconciliation cell inside the checkbook to denote the transaction was reconciled with the bank statement. When the "x" is in that cell, the transaction will show $0.00 in the reconciliation column I created. If not, it will either add back the debits or subtract the credits to reconcile our checkbook with the bank statement. A simple sum command at the end of the reconciliation column, including the starting balance, now makes it quite simple to balance our checkbook!
This tutorial is great. Do you have a tutorial for creating categories or accounts?
Hi @user-rg5to4ig7u, thanks for the comment! For creating cateogories, this might give idea:
ua-cam.com/video/pBdyA5btwNs/v-deo.html
excellent video! You explained it so well. I have already created one and it was simple. Thank you.
Hi Estela Kohlmeier, thanks for the comment!
Thanks Doug!!!
Thank you. I really appreciate this. I'm sure that once I practice this I will get it for the real thing next month. ;-)
You're welcome!
Thank you. That worked great. I see some concerns below that it didn't work for them. It could be that they were not holding down the ctrl button when selecting cells? This is what I was looking for.
Glad it worked for you, thanks for adding to the thread!
Very helpful...thnx for sharing ur experience
Thanks Akbar Ali, glad it helped!
Okay, I'm about to lose my mind here. I've never had this issue before, until now. I dont know if my excel has updated or what but this isn't working for me. On your video on min 5:11, you say, double click and its going to bring it down so it autocaluclates" but mine doesn't do that. When I double click it, it copies my balance in every cell all the way down. What am I doing wrong?
The same thing was happening to me and I had no idea why or how to fix it. I found out that if you go to the formulas tab, calculations options, it should be on automatic. Mine somehow got switched to manual. click on automatic and it will behave as you are used to:)
Really good...!!!
Hi Max Bruno, thanks for the comment!
I haven't balanced my checkbook in 5 years. It's the most liberating thing i've ever done. Gone are the days of spinning my wheels trying to find the missing 3 cents, to bring some kind of ridiculous closer, that in the end we all know who made the error. 99.9% of the time, it's you. If you live paycheck to paycheck, then yes, it's probably a good Idea to do so, but if you don't, toss that register in the garbage can and get on with life. If you want piece of mind open a separate savings account where your balance is really a balance you can depend on.
Hi John Smith, thanks for the comment!
thanks
Doug: Great video. I've got my checkbook set up and I've got you to thank for it. A followup question: I added a column for categories (Mortgage, etc). Is there an easy way to keep track of categories? I feel like there should be a way to use the IF function in a "total" cell, i.e. "Total up everything in that debits column IF the word in Column C is 'Mortgage'" or whatever. Is that possible?
Thank you! 🇺🇸 👍☕
Thank you too!
Do you have a video that explains how to create a split transaction in Excel?
I have the table, as long as I have pulled down the balance box it fills in, but when I get to the last one, the formula stops. I have this problem every year and I can't remember how I got it to work. The formula is correct. It looks like last year - where I finally got it to work - but now it won't continue unless I click and pull that box donw... :(