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frustrated
 
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Default How do I set up mulitple accounts for my customers in excel

I am trying to set something up so I can keep track of some of my customers
that are on a payment plan but I can't figure out how to set it up and have
it figure it all out for me as I put in the info. I am trying to do it on
excel.

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JR
 
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Default How do I set up mulitple accounts for my customers in excel

I'm not sure exactly what you are trying to do but, you could do something
like this.
On sheet 1 type in the customer name in column A and their payment in column
B.
A B
Joe Smith $25.00

Just list the customers down the page as they make payments. On sheet 2,
column A, type your first customer's name. In column B type...
=SUMIF(Sheet1!$A$1:$A$500,A1,Sheet1!$B$1:$B$500)

Let's say Joe Smith's current balance is $250.00. So, in column C type...
=250-B1 This will give you a current balance for Joe Smith since the
formula in column B is summing all of his payments from sheet 1.

Hope this helps.
"frustrated" wrote:

I am trying to set something up so I can keep track of some of my customers
that are on a payment plan but I can't figure out how to set it up and have
it figure it all out for me as I put in the info. I am trying to do it on
excel.

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