Return list of uncleared checks
Sent an email.
Biff
"bem" wrote in message
...
The register is formatted thusly
TYPE (this is for a three letter code I use), CHECK NUMBER, DATE, PAYEE,
ACCT. NO.(from chart of accts.).CLEARED, CREDITS, DEBITS, BALANCE
So...thats nine columns. I have a thousand (and growing) rows. In my
cleared column I use "Y" for cleared, "N" for uncleared, and "XX" for
voided
checks.
As for the number of transactions to be compiled---not many per month--a
few
deposits and may be a half dozen checks.
I can be reached at ---(ignore spaces) t b i w v (at) y a h o o (dot) c o
m
bem
And have I mentioned how much I love you guys...all of you...that take us
feebs by the hand and guide us to the light with your tech wisdom..Thank
You
All!!
"Biff" wrote:
Hi!
This can be done easily without filters, pivot tables or VBA code but the
performance would depend on how "large" the file is, ie: How many rows of
data need to be searched for uncleared transactions and how many
transactions need to be compiled.
I can put something together for you if you can send me a sample of your
register. If you're interested let me know how to contact you.
Biff
"bem" wrote in message
...
I appreciate the advice, but I was hoping for something a little more
automatic. I know how to use autofilters and pivot tables; I was hoping
to
create a separate sheet in the workbook that was linked to the
register...may
be I am going about this the wrong way...if I use a "form" and link to
the
primary register...uncleared transactions could "live" on that page and
once
cleared move to the register?
I need to think about this some more....or learn to use Access.
Thanks for trying, though.
bem
"Ron Coderre" wrote:
Have you tried using an Autofilter to view only the uncleared checks.
You
must have a method for flagging the cleared checks (clear date, "x" in
a
cell, etc) that you could use for filtering, right?
Does that help?
***********
Regards,
Ron
XL2002, WinXP-Pro
"bem" wrote:
I have a check register set up in Excel list form, but it is getting
pretty
large and cumbersome to navigate. Is there a function/formula that
would
return a running list of uncleared transactions...I would like to
have
an
at-a-glance report that lists uncleared transactions. It would be
nice
to
see payee and amount but amount would suffice.
If this requires an array formula, please speak
s..l...o...w...l...y....
Thanks,
bem
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