While recently preparing to give a training call on Excel to staff, I decided to further enhance the sample checkbook register spreadsheet that I created for download.
The spreadsheet that I personally use to manage my checkbook includes a tab to help me track my personal debt (mostly credit card debt) with the goal of paying it all off. So I felt this was a worthwhile sheet to add to the sample Excel checkbook file offered here.
The latest version includes this new sheet called Card Debt, which has a simple table to enter your current credit card balances along with the starting balance (usually the highest balance you’ve had on the card).
NOTE: If you are using the previous spreadsheet and/or if you just want to add this new sheet to a file you already have, it’s easy to copy it into your current spreadsheet. To do so:
- Have your current working spreadsheet opened in Excel.
- After downloading this new file, open it up in Excel.
- Do a right-click on the Card Debt tab and choose “Move or Copy…“
- When the ‘Move or Copy’ dialog box appears, change the “To book:” to be your current working spreadsheet.
- For the “Before sheet:” setting, I’d recommend choosing ‘(move to end)’ but pick your preference.
- Click the “Create a copy” checkbox and click OK.
To see all of the latest versions of the Excel checkbook register spreadsheet, please visit this site dedicated to that content
How can you add more cards to the sheet and get the graph on the righside?
Hi Tina, that could be kinda hard unless you are an Excel junkie like me. How many credit card charts would you like?
Hi there, I just updated the original version to support up to 8 credit cards. If you re-download the sample spreadsheet, you could then either copy/paste your checkbook transactions from your current spreadsheet into the new version; or you could copy the new “Cards” sheet into your working copy.