How to Add Checking, Credit Card, and Savings Account

Applies to Excel templates: "Georges Budget for Excel", "Georges Excel Checkbook Register", "Georges Excel Checkbook for Mac"

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How to add an account?

• Use the "A/E" buttons in the "Accounts Summary" worksheet to add, edit, or delete an Account Name and Account Type. The Account Type is either Asset or Liability. For the Account Name, you can use a descriptive name that will help you identify the account but I would not recommend using full account numbers.

What type of accounts can be added?

• In the personal budget software and checkbook software spreadsheets you can add bank accounts such as checking accounts and savings accounts and other Asset type accounts where you own the money. You can add debt type accounts (Liabilities) where you owe money to a creditor such as credit card accounts and charge card accounts such as some offered by American Express. You can add any type of account that can be tracked in an Excel register similar to a paper checkbook register so that you manage you finances in this personal finance software.

How many accounts can be added?

• Georges Budget for Excel v15, v16, and v17 can have up to 12 accounts / Excel registers
• Georges Budget for Excel v12 and v14 can have up to 10 accounts /  Excel registers
• Georges Excel Checkbook Registers v8, v10, and v11 can have up to 12 accounts / Excel registers
• Georges Excel Checkbook Register v5 and v7 can have up to 10 accounts / registers
• Georges Excel Checkbook Register v4 can have up to 7 accounts / registers
• Georges Excel Checkbook for Mac v4 can have up to 7 accounts / registers

 

 

 

 

 

In the Accounts Summary worksheet, after adding an account name and type, you can click one of the green arrows next to the corresponding account name to go to the account register and start entering your bank transactions.

 

 

 

 

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