The following YouTube videos 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.
Overview and walk-thru of the 2024 version
First time set up of the spreadsheet
In the video above, the features of the 2024 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.
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.
If you want to download transactions from your bank or credit card provider, this video demonstrates how to do so by using Truist as an example.
Overview and walk-thru of the 2023 version
How to Add or Delete Entries & Filtering
In the video above, the features of the 2023 version are previewed followed by a detailed walk through on how to use each feature.
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.