![]() ![]() ![]() Example: A college department secretary may need to keep track of the current account balance as a professor gradually depletes her grant money. When is this Excel Check Register Useful?Īnswer: When all you need is to keep track of the current balance in one or more accounts. If you want the ability to import transactions downloaded from a bank and other more advanced features, you may want to try software like Quicken or YNAB. ![]() There are certainly ways of expanding upon this template, but if you are planning to use Excel to keep track of your personal finances, I would consider using our new Money Management spreadsheet. When you want to analyze your expenses by category or create a budget report, that is when you need to make the switch to a more advanced template. Dynamic Drop-Down Lists for Dates and Check Numbers When the Excel Checkbook Is Not Enough. ![]()
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