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#1
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duplicating information
Hi
I use excel to keep a record of my accounts. I'd like to do something to save me inputting time but I'm not sure if what I'm about to ask is even possible. Perhaps, if I explain, someone could help me? I am inputting personal expenditure and company expenditure into the same Excel worksheet, showing the gross, net and VAT in separate columns. But I also need to keep a worksheet showing ONLY personal expenditure and a worksheet showing ONLY business expenditure. To save me having to input three times for each entry, is there a way that Excel can automatically duplicate the entries into the relevant and correct other worksheet? My problem is that I'm not the most advanced Excel user and I am only just beginning to learn about macros (and I'm afraid I don't know how to use macros unless someone more experienced actually gives me the correct codes!) -- Many thanks JD |
#2
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hi, Jackie,
The simplest way to do this is to set up 3 sheets. 1 sheet for all, 1 sheet for personal and 1 sheet for business. do your input into sheet1 (all) and use formulas on sheets 2 and 3. example on sheet 2 at cell A1 put.... =Sheet1!A1 whatever you enter into cell A1 on sheet 1 will automaticly appear in cell A1 on sheet 2. You can copy and paste the formula where ever you need it. It may take you a little set up time but once complete, it will do what you ask. you can save the workbook with a different name, delete data on sheet 1 and start over with a different month. you formulas on sheet 2 and 3 would still be there. good luck FSt1 "Jackie D" wrote: Hi I use excel to keep a record of my accounts. I'd like to do something to save me inputting time but I'm not sure if what I'm about to ask is even possible. Perhaps, if I explain, someone could help me? I am inputting personal expenditure and company expenditure into the same Excel worksheet, showing the gross, net and VAT in separate columns. But I also need to keep a worksheet showing ONLY personal expenditure and a worksheet showing ONLY business expenditure. To save me having to input three times for each entry, is there a way that Excel can automatically duplicate the entries into the relevant and correct other worksheet? My problem is that I'm not the most advanced Excel user and I am only just beginning to learn about macros (and I'm afraid I don't know how to use macros unless someone more experienced actually gives me the correct codes!) -- Many thanks JD |
#3
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Hi
Thank you for your speedy response. This could save me hours of inputting time! -- Many thanks JD "FSt1" wrote: hi, Jackie, The simplest way to do this is to set up 3 sheets. 1 sheet for all, 1 sheet for personal and 1 sheet for business. do your input into sheet1 (all) and use formulas on sheets 2 and 3. example on sheet 2 at cell A1 put.... =Sheet1!A1 whatever you enter into cell A1 on sheet 1 will automaticly appear in cell A1 on sheet 2. You can copy and paste the formula where ever you need it. It may take you a little set up time but once complete, it will do what you ask. you can save the workbook with a different name, delete data on sheet 1 and start over with a different month. you formulas on sheet 2 and 3 would still be there. good luck FSt1 "Jackie D" wrote: Hi I use excel to keep a record of my accounts. I'd like to do something to save me inputting time but I'm not sure if what I'm about to ask is even possible. Perhaps, if I explain, someone could help me? I am inputting personal expenditure and company expenditure into the same Excel worksheet, showing the gross, net and VAT in separate columns. But I also need to keep a worksheet showing ONLY personal expenditure and a worksheet showing ONLY business expenditure. To save me having to input three times for each entry, is there a way that Excel can automatically duplicate the entries into the relevant and correct other worksheet? My problem is that I'm not the most advanced Excel user and I am only just beginning to learn about macros (and I'm afraid I don't know how to use macros unless someone more experienced actually gives me the correct codes!) -- Many thanks JD |
#4
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Hi again,
I've had a go but I've a problem already! My list of personal and business expenditure in the 'all' worksheet is random. The only way I know if it's personal or business is that I have a colum with 'P' and 'B' next to the entry. This means that the personal and business expenditure never appears in the same cell from one month to the next. Is there another way? Or will your suggestions work? -- Many thanks JD "FSt1" wrote: hi, Jackie, The simplest way to do this is to set up 3 sheets. 1 sheet for all, 1 sheet for personal and 1 sheet for business. do your input into sheet1 (all) and use formulas on sheets 2 and 3. example on sheet 2 at cell A1 put.... =Sheet1!A1 whatever you enter into cell A1 on sheet 1 will automaticly appear in cell A1 on sheet 2. You can copy and paste the formula where ever you need it. It may take you a little set up time but once complete, it will do what you ask. you can save the workbook with a different name, delete data on sheet 1 and start over with a different month. you formulas on sheet 2 and 3 would still be there. good luck FSt1 "Jackie D" wrote: Hi I use excel to keep a record of my accounts. I'd like to do something to save me inputting time but I'm not sure if what I'm about to ask is even possible. Perhaps, if I explain, someone could help me? I am inputting personal expenditure and company expenditure into the same Excel worksheet, showing the gross, net and VAT in separate columns. But I also need to keep a worksheet showing ONLY personal expenditure and a worksheet showing ONLY business expenditure. To save me having to input three times for each entry, is there a way that Excel can automatically duplicate the entries into the relevant and correct other worksheet? My problem is that I'm not the most advanced Excel user and I am only just beginning to learn about macros (and I'm afraid I don't know how to use macros unless someone more experienced actually gives me the correct codes!) -- Many thanks JD |
#5
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hi again,
I would guess my suggestion would work. you might have to use 2 columns (or sets of columns) on sheet 1. 1 set for personal and 1 set for business. from your original post, i got the idea you had a template of sorts, which is why i suggested using formula. also you statement about limit experience with exel. so i tried to keep it simple. Like i said, it might take a little thought and work on your part now. but once setup, it will do as you want which is eliminate duplaicate input. good luck FSt1 "Jackie D" wrote: Hi again, I've had a go but I've a problem already! My list of personal and business expenditure in the 'all' worksheet is random. The only way I know if it's personal or business is that I have a colum with 'P' and 'B' next to the entry. This means that the personal and business expenditure never appears in the same cell from one month to the next. Is there another way? Or will your suggestions work? -- Many thanks JD "FSt1" wrote: hi, Jackie, The simplest way to do this is to set up 3 sheets. 1 sheet for all, 1 sheet for personal and 1 sheet for business. do your input into sheet1 (all) and use formulas on sheets 2 and 3. example on sheet 2 at cell A1 put.... =Sheet1!A1 whatever you enter into cell A1 on sheet 1 will automaticly appear in cell A1 on sheet 2. You can copy and paste the formula where ever you need it. It may take you a little set up time but once complete, it will do what you ask. you can save the workbook with a different name, delete data on sheet 1 and start over with a different month. you formulas on sheet 2 and 3 would still be there. good luck FSt1 "Jackie D" wrote: Hi I use excel to keep a record of my accounts. I'd like to do something to save me inputting time but I'm not sure if what I'm about to ask is even possible. Perhaps, if I explain, someone could help me? I am inputting personal expenditure and company expenditure into the same Excel worksheet, showing the gross, net and VAT in separate columns. But I also need to keep a worksheet showing ONLY personal expenditure and a worksheet showing ONLY business expenditure. To save me having to input three times for each entry, is there a way that Excel can automatically duplicate the entries into the relevant and correct other worksheet? My problem is that I'm not the most advanced Excel user and I am only just beginning to learn about macros (and I'm afraid I don't know how to use macros unless someone more experienced actually gives me the correct codes!) -- Many thanks JD |
#6
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Jackie, the only way I think you can make it work is to standardize your
chart of accounts. If you include all possible accounts on sheet 1, even if they aren't used every month, you could then link to sheets 2 and 3. However, if you are entering transactions and not account summary data, then you would be better off using Access than Excel. With Access you could enter all transactions and then produce reports based on all, personal and business. -- Sincerely, Michael Colvin "Jackie D" wrote: Hi again, I've had a go but I've a problem already! My list of personal and business expenditure in the 'all' worksheet is random. The only way I know if it's personal or business is that I have a colum with 'P' and 'B' next to the entry. This means that the personal and business expenditure never appears in the same cell from one month to the next. Is there another way? Or will your suggestions work? -- Many thanks JD "FSt1" wrote: hi, Jackie, The simplest way to do this is to set up 3 sheets. 1 sheet for all, 1 sheet for personal and 1 sheet for business. do your input into sheet1 (all) and use formulas on sheets 2 and 3. example on sheet 2 at cell A1 put.... =Sheet1!A1 whatever you enter into cell A1 on sheet 1 will automaticly appear in cell A1 on sheet 2. You can copy and paste the formula where ever you need it. It may take you a little set up time but once complete, it will do what you ask. you can save the workbook with a different name, delete data on sheet 1 and start over with a different month. you formulas on sheet 2 and 3 would still be there. good luck FSt1 "Jackie D" wrote: Hi I use excel to keep a record of my accounts. I'd like to do something to save me inputting time but I'm not sure if what I'm about to ask is even possible. Perhaps, if I explain, someone could help me? I am inputting personal expenditure and company expenditure into the same Excel worksheet, showing the gross, net and VAT in separate columns. But I also need to keep a worksheet showing ONLY personal expenditure and a worksheet showing ONLY business expenditure. To save me having to input three times for each entry, is there a way that Excel can automatically duplicate the entries into the relevant and correct other worksheet? My problem is that I'm not the most advanced Excel user and I am only just beginning to learn about macros (and I'm afraid I don't know how to use macros unless someone more experienced actually gives me the correct codes!) -- Many thanks JD |
#7
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Hi
I'll keep trying. Thanks for the head start -- Many thanks JD "FSt1" wrote: hi again, I would guess my suggestion would work. you might have to use 2 columns (or sets of columns) on sheet 1. 1 set for personal and 1 set for business. from your original post, i got the idea you had a template of sorts, which is why i suggested using formula. also you statement about limit experience with exel. so i tried to keep it simple. Like i said, it might take a little thought and work on your part now. but once setup, it will do as you want which is eliminate duplaicate input. good luck FSt1 "Jackie D" wrote: Hi again, I've had a go but I've a problem already! My list of personal and business expenditure in the 'all' worksheet is random. The only way I know if it's personal or business is that I have a colum with 'P' and 'B' next to the entry. This means that the personal and business expenditure never appears in the same cell from one month to the next. Is there another way? Or will your suggestions work? -- Many thanks JD "FSt1" wrote: hi, Jackie, The simplest way to do this is to set up 3 sheets. 1 sheet for all, 1 sheet for personal and 1 sheet for business. do your input into sheet1 (all) and use formulas on sheets 2 and 3. example on sheet 2 at cell A1 put.... =Sheet1!A1 whatever you enter into cell A1 on sheet 1 will automaticly appear in cell A1 on sheet 2. You can copy and paste the formula where ever you need it. It may take you a little set up time but once complete, it will do what you ask. you can save the workbook with a different name, delete data on sheet 1 and start over with a different month. you formulas on sheet 2 and 3 would still be there. good luck FSt1 "Jackie D" wrote: Hi I use excel to keep a record of my accounts. I'd like to do something to save me inputting time but I'm not sure if what I'm about to ask is even possible. Perhaps, if I explain, someone could help me? I am inputting personal expenditure and company expenditure into the same Excel worksheet, showing the gross, net and VAT in separate columns. But I also need to keep a worksheet showing ONLY personal expenditure and a worksheet showing ONLY business expenditure. To save me having to input three times for each entry, is there a way that Excel can automatically duplicate the entries into the relevant and correct other worksheet? My problem is that I'm not the most advanced Excel user and I am only just beginning to learn about macros (and I'm afraid I don't know how to use macros unless someone more experienced actually gives me the correct codes!) -- Many thanks JD |
#8
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HI Michael
Thanks for the advice. I am entering transactions so perhaps Access would be better. -- Many thanks JD "Michael" wrote: Jackie, the only way I think you can make it work is to standardize your chart of accounts. If you include all possible accounts on sheet 1, even if they aren't used every month, you could then link to sheets 2 and 3. However, if you are entering transactions and not account summary data, then you would be better off using Access than Excel. With Access you could enter all transactions and then produce reports based on all, personal and business. -- Sincerely, Michael Colvin "Jackie D" wrote: Hi again, I've had a go but I've a problem already! My list of personal and business expenditure in the 'all' worksheet is random. The only way I know if it's personal or business is that I have a colum with 'P' and 'B' next to the entry. This means that the personal and business expenditure never appears in the same cell from one month to the next. Is there another way? Or will your suggestions work? -- Many thanks JD "FSt1" wrote: hi, Jackie, The simplest way to do this is to set up 3 sheets. 1 sheet for all, 1 sheet for personal and 1 sheet for business. do your input into sheet1 (all) and use formulas on sheets 2 and 3. example on sheet 2 at cell A1 put.... =Sheet1!A1 whatever you enter into cell A1 on sheet 1 will automaticly appear in cell A1 on sheet 2. You can copy and paste the formula where ever you need it. It may take you a little set up time but once complete, it will do what you ask. you can save the workbook with a different name, delete data on sheet 1 and start over with a different month. you formulas on sheet 2 and 3 would still be there. good luck FSt1 "Jackie D" wrote: Hi I use excel to keep a record of my accounts. I'd like to do something to save me inputting time but I'm not sure if what I'm about to ask is even possible. Perhaps, if I explain, someone could help me? I am inputting personal expenditure and company expenditure into the same Excel worksheet, showing the gross, net and VAT in separate columns. But I also need to keep a worksheet showing ONLY personal expenditure and a worksheet showing ONLY business expenditure. To save me having to input three times for each entry, is there a way that Excel can automatically duplicate the entries into the relevant and correct other worksheet? My problem is that I'm not the most advanced Excel user and I am only just beginning to learn about macros (and I'm afraid I don't know how to use macros unless someone more experienced actually gives me the correct codes!) -- Many thanks JD |
#9
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Your welcome. Good luck.
-- Sincerely, Michael Colvin "Jackie D" wrote: HI Michael Thanks for the advice. I am entering transactions so perhaps Access would be better. -- Many thanks JD "Michael" wrote: Jackie, the only way I think you can make it work is to standardize your chart of accounts. If you include all possible accounts on sheet 1, even if they aren't used every month, you could then link to sheets 2 and 3. However, if you are entering transactions and not account summary data, then you would be better off using Access than Excel. With Access you could enter all transactions and then produce reports based on all, personal and business. -- Sincerely, Michael Colvin "Jackie D" wrote: Hi again, I've had a go but I've a problem already! My list of personal and business expenditure in the 'all' worksheet is random. The only way I know if it's personal or business is that I have a colum with 'P' and 'B' next to the entry. This means that the personal and business expenditure never appears in the same cell from one month to the next. Is there another way? Or will your suggestions work? -- Many thanks JD "FSt1" wrote: hi, Jackie, The simplest way to do this is to set up 3 sheets. 1 sheet for all, 1 sheet for personal and 1 sheet for business. do your input into sheet1 (all) and use formulas on sheets 2 and 3. example on sheet 2 at cell A1 put.... =Sheet1!A1 whatever you enter into cell A1 on sheet 1 will automaticly appear in cell A1 on sheet 2. You can copy and paste the formula where ever you need it. It may take you a little set up time but once complete, it will do what you ask. you can save the workbook with a different name, delete data on sheet 1 and start over with a different month. you formulas on sheet 2 and 3 would still be there. good luck FSt1 "Jackie D" wrote: Hi I use excel to keep a record of my accounts. I'd like to do something to save me inputting time but I'm not sure if what I'm about to ask is even possible. Perhaps, if I explain, someone could help me? I am inputting personal expenditure and company expenditure into the same Excel worksheet, showing the gross, net and VAT in separate columns. But I also need to keep a worksheet showing ONLY personal expenditure and a worksheet showing ONLY business expenditure. To save me having to input three times for each entry, is there a way that Excel can automatically duplicate the entries into the relevant and correct other worksheet? My problem is that I'm not the most advanced Excel user and I am only just beginning to learn about macros (and I'm afraid I don't know how to use macros unless someone more experienced actually gives me the correct codes!) -- Many thanks JD |
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