Checkbook for Excel Changelog

What's new in Checkbook for Excel 7.06

Mar 21, 2024
  • Improved reporting tools and new budgeting capabilities.

New in Checkbook for Excel 6.0b (Aug 11, 2015)

  • Provides a new enhanced user interface utilizing a customized tab on the Office Ribbon.
  • Adds new transaction types including the ability to automatically transfer funds between accounts.
  • Provides the ability to add custom transaction types.
  • Adds the ability to import data from multiple file formats, including CSV (comma separated value or comma delimited) files. QFX (Quicken Financial Exchange), OFX (Open Financial Exchange) and other Excel files in addition to QIF (Quicken Interchange Format).
  • Adds the ability to import data from other file formats one transaction at a time with the ability to edit each transaction before importing.
  • Adds the ability to split transactions in up to 15 different income and expense categories.
  • Adds the ability to include multiple Ledgers in Custom Reports and Tax Reports.
  • Provides additional transaction scheduling options.
  • Provides improved expense and income categories along with improved tax related categories
  • Improves functionality across all program dialog boxes.
  • Provides the capability for the end user to change column widths.
  • Changes Ledger sheet tab colors to match the Ledger color scheme.
  • Provides enhanced compatibility for newer versions of Excel.

New in Checkbook for Excel 5.0d (Jun 27, 2006)

  • Fixes Run-time Error 380 - "Could not set the ListIndex Property ..." error that sometimes occurred when clicking the Deposit tool and then typing into the "Payment To/Deposit From" field.