Excel template checker

Check your Maxton Personal Excel template

Check another completed template, or review the preview below.

The checker reads your spreadsheet to show a preview. Files are not saved to your Maxton Personal account unless you register and choose to import them. If you are testing the checker, please use sample data or remove personal details.

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We will check the structure, dates, amounts and income/expense types, then show a preview before anything is saved.

Accepted file type: .xlsx only. Max file size: 5 MB.
Template preview

What we found in the workbook

Review the summary below, then decide whether you want to continue into Maxton Personal.

Self-employment 4 row(s) Sample preview
Income rows
2
Expense rows
2
Total income
£695.00
Total expenses
£785.30
Rows needing review
4
Value needing review
£785.30
Row Warning type Message
#8 Missing category Missing category
#12 Date could not be read Date could not be read
#15 Amount is blank Amount is blank
#21 Property name missing Unknown category
What happens next

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Choose the workbook you have filled in.

Preview records and warnings

We show the records found, totals and anything that may need attention.

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