The following training videos and resources are available to support and provide guidance on the use of the Excel checkbook register templates. Use the “Watch on YouTube” option for a larger view.
For help with importing bank transactions into your Excel checkbook, check out these articles. If you need to export your data from Quicken, see this helpful article.
Overview and walk-thru of the 2025 version
First time set up of the 2025 version
In the video above, the features of the 2025 version are previewed followed by a detailed walk through on how to use each feature.
After purchase, please view the above video which covers how to clear out the sample data and how to begin using the spreadsheet template.
Overview and walk-thru of the 2024 version
First time set up of the 2024 version
In the video above, the features of the 2024 version are demonstrated.
First time setup video for the 2024 version.
How to copy data to the new version
Example of downloading bank transactions
In the video above, we look at how to safely copy transactions from a previous version of the checkbook template.
See this link for a list of different banks and the different transaction download options.
Accidental deletion of the balance formula?
How to Add or Delete Entries & Filtering
In the video above, we look at how to easily fix the accidental deletion of the balance formula, as well as accidental deletion of the category or type formulas.
For a quick summary on how to easily add (insert) new transactions in between existing entries, and/or how to easily delete an entry, this short video covers this along with how to take advantage of Excel’s filter feature to analyze expenses by category or type.
How to Create Transaction Summaries
How to Print a Portion of a Register
In the video above, we look at how to use Excel’s pivot table feature to easily summarize expenses and deposits.
How to Enlarge (extend) a Register Table
The register worksheets have an initial table size, but after you enter 1000’s of transactions, you might need to enlarge the table. Here’s how.