The following videos and resources are available to provide guidance on how to use Excel as a checkbook register. Use the “Watch on YouTube” option for a larger view.
For those who prefer written directions instead of watching video tutorials, see this guide to help to get you started.
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.
Video Categories (clickable):
- 2026 Home Version
- 2025 Home Version
- 2024 Home Version
- Small Business Version
- Miscellaneous How-To Videos
Videos for the 2026 Home Version
Getting Started – 2026 version
The video above shows the initial setup of the checkbook spreadsheet and how to safely scan any file that you download for viruses.
Full Walk-Through Tutorial for 2026 Version
(Updated in April 2026) The video above covers all the features of the Excel Checkbook. When you view this on YouTube, the description box has clickable chapter links.
Videos for the 2025 Home Version
Getting Started – 2025 version
The video above shows the initial setup of the checkbook spreadsheet and how to safely scan any file that you download for viruses.
Full Walk-Through for 2025 Version – Part 1
The video above covers most of the features of the Excel Checkbook. When you view this on YouTube, the description box has clickable chapter links. See “Part 2” below for additional features.
Videos for the Small Business Version
Videos for the 2024 Home Version
Miscellaneous How-To Videos
In the video above, we look at how to safely copy transactions from a previous version of the checkbook template. The above video can also be helpful when copying transactions from an export of data from Quicken or other programs.
See this link for a list of different banks and the different transaction download options.
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.
For users of the Small Business Edition, we look at how to customize the category types in the P&L statement.
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.
If your register names are long, the slicer control’s narrow width can be annoying. Here’s how to adjust things.
The process to reconcile your bank accounts has been enhanced in the latest copies of the 2026 and 2025 Home Version.
Would you like to change some colors? The fonts? Insert extra columns safely? Apply a currency format? Here’s how.
How to Add More Register Worksheets
If you have the April 2026 update, here’s how you can add more register worksheets to your checkbook spreadsheet.