Pamela Rease explained :
No. There are separate sheets for each month with categories dispersed
randomly on each monthly sheet. What I'm trying to do is create a yearly
summary sheet with individual category totals for the year.

And Quickbooks was just a demonstrative entry.

I don't know if this will help but I'll give it a shot...

I have a Excel-based app called "Invoicing: Simple Bookkeeping" which I
designed for people who were self-employed or ran home-based
enterprises, but didn't want to invest the time or $$ in a commercial
accounting software. This app is designed to record transactions for a
single calendar year (ie: personal tax period). It uses 3 sheets to
record expenses, income, and P&L summary. All 3 sheets impliment month
cols that pick up their respective amounts based on the month of
transaction dates. The expense/income sheets have an input area to the
left of the month cols where users list their transaction details. Both
sheets use categories and subcategories via DV dropdowns so the P&L
sheet can collect amounts appropriate to there distribution. The P&L is
read only, as are the month cols on Expenses/Income. These 2 sheets
total months only while P&L totals months, quarters, and YTD. I could
have added the latter 2 to Expense/Income but didn't because they have
other features that would make the sheet 'too busy' for my liking.
Also, P&L has analysis features that work appropriate to its layout.

The point is that it's much more efficient and easier to manage if the
whole year was on 1 sheet, with month cols for fiscal period
distribution. Even though you inherited this project, is there any
reason why you can't improve on it so it's more efficient and better
able to improve user productivity?

--
Garry

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