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.

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.

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.

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.

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.