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Simple Checkbook Balancing Software

LiquidRetro 12,865 4,853 January 24, 2011 at 12:06 PM in Computers (2)
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I need a piece of software that I can do simple checkbook balancing. I don't want to tie in my investments, or credit cards. I just want to enter my checking transactions and reconcile every month. I use to have a copy of Quicken 4 which did this and it was great. It seems to have gotten lost in a move and I highly doubt it will run on Windows 7 X64 since it ran on Win 95. I know this is old but it did great at just what I wanted to do.

I would prefer free software but if there is something that will do this for a little I would be willing to pay.

I have tried GNUCash but it is more like full blown Quickbooks and is got pretty complicated.

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#2
Quote from LiquidRetro View Post :
I need a piece of software that I can do simple checkbook balancing. I don't want to tie in my investments, or credit cards. I just want to enter my checking transactions and reconcile every month. I use to have a copy of Quicken 4 which did this and it was great. It seems to have gotten lost in a move and I highly doubt it will run on Windows 7 X64 since it ran on Win 95. I know this is old but it did great at just what I wanted to do.

I would prefer free software but if there is something that will do this for a little I would be willing to pay.

I have tried GNUCash but it is more like full blown Quickbooks and is got pretty complicated.
I am in the same boat, and it sounds like https://www.clearcheckbook.com/ may fit the bill quite nicely. (Grabbed it from an older SD thread a few weeks ago). Haven't tried it yet, but intend to do so soon.

If you find a nice or better solution in the meantime, please share.

Dave
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#3
I haven't used it but won't Mint.com handle that fine? people seem to like Mint and you only need to give it as much information as you want to give it.
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#4
Excel works great
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#5
Quote from ditb View Post :
I am in the same boat, and it sounds like https://www.clearcheckbook.com/ may fit the bill quite nicely. (Grabbed it from an older SD thread a few weeks ago). Haven't tried it yet, but intend to do so soon.

If you find a nice or better solution in the meantime, please share.

Dave
I was hoping for something that was not in the cloud but I will have to look into that.

Quote from Talyssa View Post :
I haven't used it but won't Mint.com handle that fine? people seem to like Mint and you only need to give it as much information as you want to give it.

I use Mint. It does not do checkbook reconciliation. It is a data aggregatior, I like it but it just doesn't do what I want in this specific need.

Quote from PiratesSayARRR View Post :
Excel works great
Ya this is always the option out there, I guess I liked some of the simple features that Quicken 4 had for search, categorization, the recon screen you could easily check stuff off etc. Is there a template you like and use?
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#6
Quote from LiquidRetro View Post :
I was hoping for something that was not in the cloud but I will have to look into that.




I use Mint. It does not do checkbook reconciliation. It is a data aggregatior, I like it but it just doesn't do what I want in this specific need.



Ya this is always the option out there, I guess I liked some of the simple features that Quicken 4 had for search, categorization, the recon screen you could easily check stuff off etc. Is there a template you like and use?
You can search anything in excel. You can build your own categorization. I built my own template.

http://www.vertex42.com/ExcelTemp...kbook.html
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#7
Quote from PiratesSayARRR View Post :
You can search anything in excel. You can build your own categorization. I built my own template.

http://www.vertex42.com/ExcelTemp...kbook.html

I did the same. Works great for me. I made mine very simple, but if you wanted to get fancy with it you could do formulas, etc..
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#8
Try Money Plus Sunset. Microsoft no longer provides support nor updates for it, but it's free.

Money Plus Sunset Deluxe [microsoft.com]

Money Plus Sunset Home and Business [microsoft.com]
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#9
Quote from oae View Post :
Try Money Plus Sunset. Microsoft no longer provides support nor updates for it, but it's free.

Money Plus Sunset Deluxe [microsoft.com]

Money Plus Sunset Home and Business [microsoft.com]
This looks to be perfect possibly. Support doesnt bother me, there are always forums. This program is recent new so security should be decent, it runs on W7. Thanks for this I plan to try it out tonight.
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#10
I use Money and have for years - didn't realize they made a "sunset" version after they basically abandoned the software.
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#11
Quote from LiquidRetro View Post :
I use to have a copy of Quicken 4 which did this and it was great. It seems to have gotten lost in a move and I highly doubt it will run on Windows 7 X64 since it ran on Win 95. I know this is old but it did great at just what I wanted to do.
Check on Ebay - looks like you can pick up Quicken 4 for < $5. If you're running Win7 Pro or higher, it should run with the XP compatiblilty mode. Otherwise...?
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#12
Quote from LiquidRetro View Post :
I need a piece of software that I can do simple checkbook balancing.
I recently came across this Intuit page that allows you to download older versions of Quicken:
http://quicken.intuit.com/support.../3838.html

Direct links to each version
Quicken 8 for DOS: http://http.intuit.speedera.net/h.../qdos8.exe
Quicken 6 for Mac: http://http.intuit.speedera.net/h...en_206.sit
Quicken 99 for Win: http://http.intuit.speedera.net/h...RIAL99.EXE
Quicken 2000 for Win: http://http.intuit.speedera.net/h...QT2000.EXE
Quicken Deluxe 2003 for Win: http://http.intuit.speedera.net/h...Qd2003.exe
Quicken Deluxe 2004 for Win: http://http.intuit.speedera.net/h...W04DLX.exe

I tested Quicken 2004 Deluxe on Windows 7 64-bit and it works good. Deluxe is one step below Premier, but it looks like you can add investment accounts (brokerage, 401k, etc) and manually enter transactions. It might ask you to register, but registration is not needed. It appears to be a full version and not a trial.
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