Hi Ron
In my experience, keeping all the data on one sheet is the best approach.
Set up column headings for example
Date Trader Description Analysis Amount Tax
Have a standard set of codes for Analysis and then use a Pivot Table to
provide your summary by Month and by Analysis.
Take a look at Debra Dalgleish's site for information on Pivot Tables
especially the Getting Started tutorial, and whilst there also take a look
at Data Validation to see how you can have a drop down list for your
analysis codes.
http://www.contextures.com/tiptech.html
http://peltiertech.com/Excel/Pivots/pivotstart.htm
Regards
Roger Govier
Ron O'Brien wrote:
Having done my small business accounts for years in 'book' format I am
now moving towards the idea of doing them on the computer.
I am fairly new to the technicalities of spreadsheets.
It seems to me the neatest way to do my annual accounts is to have
each worksheet represent a different month - is that feasible? is it
possible? can I change the name from 'sheet 1' to 'January sheet 2 to
february etc?
My stubbling-block seems to be working out how to carry-forward
balances from one sheet to another. Is this possible or am I going
about the whole thing the wrong way?
Any help appreciated
Ron