Creating a formula to show year to date total.
 

In my monthly reports I want to show the monthly income sources and expense
sources in one column and the accumulated total to date for each source in
another column. I need to do this for the year 2007, month by month. How do
I set up the formula in the year to date column to reflect the running total?
Are there any solutions? Thank you.

Creating a formula to show year to date total.
 

To show year to date sums, just sum each previous month's total.

Dave
--
Brevity is the soul of wit.


"bammiesandy" wrote:

In my monthly reports I want to show the monthly income sources and expense
sources in one column and the accumulated total to date for each source in
another column. I need to do this for the year 2007, month by month. How do
I set up the formula in the year to date column to reflect the running total?
Are there any solutions? Thank you.

Creating a formula to show year to date total.
 

Thanks Dave. I must not have explained myself clearly. Each month the
income/expense numbers will be different For example, in January an income
amount will be: Misc. $300.00. The YTD would be: $300.00 as well.
In February, the Misc. might be $100.00. Is there a formula that I can
enter in the YTD columm that would add the $300.00 and $100.00 for February?
I will need to do this each month.


"Dave F" wrote:

To show year to date sums, just sum each previous month's total.

Dave
--
Brevity is the soul of wit.


"bammiesandy" wrote:

In my monthly reports I want to show the monthly income sources and expense
sources in one column and the accumulated total to date for each source in
another column. I need to do this for the year 2007, month by month. How do
I set up the formula in the year to date column to reflect the running total?
Are there any solutions? Thank you.

Creating a formula to show year to date total.
 

Well, isn't doing something like =300+100 exactly what I say below?
--
Brevity is the soul of wit.


"bammiesandy" wrote:

Thanks Dave. I must not have explained myself clearly. Each month the
income/expense numbers will be different For example, in January an income
amount will be: Misc. $300.00. The YTD would be: $300.00 as well.
In February, the Misc. might be $100.00. Is there a formula that I can
enter in the YTD columm that would add the $300.00 and $100.00 for February?
I will need to do this each month.


"Dave F" wrote:

To show year to date sums, just sum each previous month's total.

Dave
--
Brevity is the soul of wit.


"bammiesandy" wrote:

In my monthly reports I want to show the monthly income sources and expense
sources in one column and the accumulated total to date for each source in
another column. I need to do this for the year 2007, month by month. How do
I set up the formula in the year to date column to reflect the running total?
Are there any solutions? Thank you.

Creating a formula to show year to date total.
 

OK, if I understand correctly, the income/expense are in column A, the
running total in column B. so:
B2 = A2
B3 =B2+A3
and copy down.. ??

"Dave F" wrote:

Well, isn't doing something like =300+100 exactly what I say below?
--
Brevity is the soul of wit.


"bammiesandy" wrote:

Thanks Dave. I must not have explained myself clearly. Each month the
income/expense numbers will be different For example, in January an income
amount will be: Misc. $300.00. The YTD would be: $300.00 as well.
In February, the Misc. might be $100.00. Is there a formula that I can
enter in the YTD columm that would add the $300.00 and $100.00 for February?
I will need to do this each month.


"Dave F" wrote:

To show year to date sums, just sum each previous month's total.

Dave
--
Brevity is the soul of wit.


"bammiesandy" wrote:

In my monthly reports I want to show the monthly income sources and expense
sources in one column and the accumulated total to date for each source in
another column. I need to do this for the year 2007, month by month. How do
I set up the formula in the year to date column to reflect the running total?
Are there any solutions? Thank you.