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#1
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anyone have a simple income/expenditure sheet, excel
Hi,
I need to make a simple income and expenditure sheet for a new venture, would like a 1 worksheet per month so this can be filled out on a daily basis. Does anyone have one ready made before I start scratching my head putting formulas in? |
#2
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anyone have a simple income/expenditure sheet, excel
Don't use formulas and don't use multiple sheets. Use a database with
columns for date, amount (positive for income, negative for expenditures), and descriptors (as many as needed) and then use a pivot table on the resulting database. Here is what I use for my columns: Reference Number Date Entered Date Rec/Paid Status Action Master Account Sub-Account Amount There are plenty of sites and help files available concerning pivot tables - formulas are completely unnecessary and are a source of error. HTH, Bernie MS Excel MVP "Lesley" wrote in message ... Hi, I need to make a simple income and expenditure sheet for a new venture, would like a 1 worksheet per month so this can be filled out on a daily basis. Does anyone have one ready made before I start scratching my head putting formulas in? |
#3
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anyone have a simple income/expenditure sheet, excel
I also recommend only ONE sheet and you can use datafilterautofilterby
date -- Don Guillett Microsoft MVP Excel SalesAid Software "Lesley" wrote in message ... Hi, I need to make a simple income and expenditure sheet for a new venture, would like a 1 worksheet per month so this can be filled out on a daily basis. Does anyone have one ready made before I start scratching my head putting formulas in? |
#4
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anyone have a simple income/expenditure sheet, excel
Hi,
You should find something here http://office.microsoft.com/en-us/te...595491033.aspx With regard to:- 1 worksheet per month so this can be filled out on a daily basis Don't do it!! This forum is full of posts along the lines of "I have a 12 worksheets and I want to make a summary sheet" which is another way of saying 'I started my project without thinking it out'. If all the data are on a single sheet it's much easier to use filters to summarise data. -- Mike When competing hypotheses are otherwise equal, adopt the hypothesis that introduces the fewest assumptions while still sufficiently answering the question. "Lesley" wrote: Hi, I need to make a simple income and expenditure sheet for a new venture, would like a 1 worksheet per month so this can be filled out on a daily basis. Does anyone have one ready made before I start scratching my head putting formulas in? |
#5
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anyone have a simple income/expenditure sheet, excel
Hi Lesley
Seems like we are on similar levels. I'd take Mike's advice and scan the available templates. See what you can find and adapt to your requirements. There is some really good advice from subscribers here but sometimes they don't appreciate that not everyone is at their level. -- Russell Dawson Excel Student Please hit "Yes" if this post was helpful. "Lesley" wrote: Hi, I need to make a simple income and expenditure sheet for a new venture, would like a 1 worksheet per month so this can be filled out on a daily basis. Does anyone have one ready made before I start scratching my head putting formulas in? |
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