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I've never used Numbers or anything like it. I'm looking for a simple checkbook template to replace my handwritten register. I've found templates in Numbers but there's nothing like it, not even under personal finance.
Does such a template exist? If so, where can I find it? Please be as specific as possible.
I use this one of my own. The formula for calculating the balance will allow the table to be sorted and for rows to be moved around manually and for rows to be added or deleted anywhere in the main body of the table. Other checkbook registers might not be able to do that without the balance formulas getting mangled and the balance being off. It also keeps track of the reconciled items and provides the balance of just the reconciled items so you can easily compare it to your statement.
The first row is a header row
The last row is a footer row
Formulas:
G2 =SUM(OFFSET(G2,−1,0,1,1))−D2+E2
fill down to complete the column, other than the footer row
G14 =SUMIF(F,TRUE,E)−SUMIF(F,TRUE,D)
When you need more rows, drag down on the circle underneath all the row numbers at the bottom left. Or add a row in the middle by right clicking on a row number and choosing "add row above" or "add row below".
To manually rearrange a row, click on the row number then click and hold on the row number and the row will lift from the table. Move it to another row and drop it. The green line will indicate where it will go when dropped.
I use this one of my own. The formula for calculating the balance will allow the table to be sorted and for rows to be moved around manually and for rows to be added or deleted anywhere in the main body of the table. Other checkbook registers might not be able to do that without the balance formulas getting mangled and the balance being off. It also keeps track of the reconciled items and provides the balance of just the reconciled items so you can easily compare it to your statement.
The first row is a header row
The last row is a footer row
Formulas:
G2 =SUM(OFFSET(G2,−1,0,1,1))−D2+E2
fill down to complete the column, other than the footer row
G14 =SUMIF(F,TRUE,E)−SUMIF(F,TRUE,D)
When you need more rows, drag down on the circle underneath all the row numbers at the bottom left. Or add a row in the middle by right clicking on a row number and choosing "add row above" or "add row below".
To manually rearrange a row, click on the row number then click and hold on the row number and the row will lift from the table. Move it to another row and drop it. The green line will indicate where it will go when dropped.
An old version of Numbers used to include a checkbook register template.
I took that old version and modernized it for more recent versions of Numbers.
Both the new and old versions are included in this Numbers document (Dropbox download).
SG
Sorting can sometimes be a problem, easily fixed. But how often does one need to sort a checkbook register?
Moving a row manually is not a problem in my modernized version.
I think it's a good template. Simple formulas, easy to understand.
SG
Here's what the update of the template once included with Numbers (Dropbox download) looks like. The second sheet has a version that also handles income flowing through your checking account. Just simple formulas that allow you to move rows around. Leaving the rows ordered by date generally works better, though.
SG
I recommend not sorting or moving rows around with that template. Sorting may give cell reference errors due to a long-standing bug in Numbers that they have neglected to fix for three long years and numerous releases. Moving rows around by hand will give incorrect balances. Changing the formula in the balance column would fix these problems.
I'm not aware of a template but it is a simple spreadsheet to create. I found the following old post by another forum member that may help: Numbers checkbook register template - Apple Community
Numbers checkbook register
