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#1
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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. |
#2
Posted to microsoft.public.excel.misc
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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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