How to Create a Simple Checkbook Register With Microsoft Excel

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It’s convenient to record your bank account activity with an electronic register you create using Microsoft Excel. You’ll customize your register to categorize expenses, so you’ll keep track of where your money goes, and make a formula that keeps a running balance of what proportion of money is in your account. Not only is that this a useful project, but it’s also simple enough that beginners can use it to learn some basics of the way to use Excel.

Table of Contents

Categories Tab

Start by renaming one among the tabs because the “Categories” tab. This tab is going to be where all the potential income, expense, and whatever other categories you’ll consider are stored.

  • In cell B4, type “Categories” then format the cell as bold and alter the alignment to center.
  • In cell B5, enter “*** Income Expenses ***” as a neighborhood heading.
  • Enter all the expense categories that you simply want below the expenses heading. These are often as broad or as narrow as you would like. If you select to enter the other headings, make certain to stay in an equivalent format with the three asterisks before and after the title.
  • As a preference, I prefer to shade cell B4 as a darker color and alter the font color to white. Also, highlight from B5 to a couple of cells past your last expense entry, shade this area a lighter color, and put a border around it to form it look nice and neat.
  • You’ll still add more categories by inserting rows inside the shaded area.
  • Finally, highlight from cell B5 to the top of the shaded section. Within the Name Box, which is to the left of the formula bar (it should read B5), type “Categories” into the box. This sets up a reputation range that we’ll use on the subsequent “Checking Account Register” Tab.

Creating the Columns

Format column labels. To form the column labels easy to read, format them in order that they are in bold font and provides the row of register labels a special background color. To try to this, first you decide on the range of cells that you simply want to format. Then you decide on the formatting options.

  • Find the formatting options within the “HOME” tab of the toolbar ribbon. Once you open a replacement workbook, the “HOME” tab is open by default.
  • Select cell B1 (DATE) and drag the cursor across all the labels, through cell K1 (BALANCE).
  • Within the upper left corner of the toolbar, click on the “B” for the bold formatting option.
  • To vary the color of the background, click on the paint bucket icon to ascertain the palette from which you’ll select your background color.

Formatting the Cells

Format the currency in columns F, H and K, “DEBIT,” “CREDIT” and “BALANCE FORWARD.” The currency should have 2 decimal points. You’ll prefer to show the dollar sign if you desire. You’ll also make your debits appear in red font if you would like.

  • Select column F. Right-click on the column and choose “Format Cells.” The “Format Cells” window will appear. Within the “Number” tab, select “Accounting. “ Choose “2” within the “Decimal places” option. Select the dollar check in the “Symbol” option.
  • Repeat for columns H and K.
  • To form your debits appear red, click on the header for column F to pick the whole column. Right-click on the column and choose “Format Cells.” When the “Format Cells” window appears, select the “Font” tab. During this tab, click the down arrow next to the “Color” option. From the palette, click on red.

Protecting Your register

Activate “Protection” for the worksheet. Once “Protection” is activated, this suggests that each one cell which remained locked, including the cells in column K, “BALANCE,” can’t be overwritten.

  • Attend the “REVIEW” ribbon on the toolbar. Click on “Protect Sheet.” The “Protect Sheet” window will appear.
  • If you would like to password protect your worksheet, add it here. If not, leave this field blank.
  • Click on OK. Your register is not any protected.
How to Create a Simple Checkbook Register With Microsoft Excel

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