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Setting up to do my accounts (very newbie!)
Having done my small business accounts for years in 'book' format I am now moving towards the idea of doing them on the computer. I am fairly new to the technicalities of spreadsheets. It seems to me the neatest way to do my annual accounts is to have each worksheet represent a different month - is that feasible? is it possible? can I change the name from 'sheet 1' to 'January sheet 2 to february etc? My stubbling-block seems to be working out how to carry-forward balances from one sheet to another. Is this possible or am I going about the whole thing the wrong way? Any help appreciated Ron |
#2
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Ron: Learn these features of Excel, and get yourself a couple of macros, and
I think you'll be much happier: http://www.officearticles.com/excel/...soft_excel.htm Then, you keep all your rows on one sheet, and create another sheet to Summarize for you. You can summarize by Date or by expense/income type, etc. ************ Anne Troy www.OfficeArticles.com "Ron O'Brien" wrote in message ... Having done my small business accounts for years in 'book' format I am now moving towards the idea of doing them on the computer. I am fairly new to the technicalities of spreadsheets. It seems to me the neatest way to do my annual accounts is to have each worksheet represent a different month - is that feasible? is it possible? can I change the name from 'sheet 1' to 'January sheet 2 to february etc? My stubbling-block seems to be working out how to carry-forward balances from one sheet to another. Is this possible or am I going about the whole thing the wrong way? Any help appreciated Ron |
#3
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Hi Ron
In my experience, keeping all the data on one sheet is the best approach. Set up column headings for example Date Trader Description Analysis Amount Tax Have a standard set of codes for Analysis and then use a Pivot Table to provide your summary by Month and by Analysis. Take a look at Debra Dalgleish's site for information on Pivot Tables especially the Getting Started tutorial, and whilst there also take a look at Data Validation to see how you can have a drop down list for your analysis codes. http://www.contextures.com/tiptech.html http://peltiertech.com/Excel/Pivots/pivotstart.htm Regards Roger Govier Ron O'Brien wrote: Having done my small business accounts for years in 'book' format I am now moving towards the idea of doing them on the computer. I am fairly new to the technicalities of spreadsheets. It seems to me the neatest way to do my annual accounts is to have each worksheet represent a different month - is that feasible? is it possible? can I change the name from 'sheet 1' to 'January sheet 2 to february etc? My stubbling-block seems to be working out how to carry-forward balances from one sheet to another. Is this possible or am I going about the whole thing the wrong way? Any help appreciated Ron |
#4
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Keeping your records month by month will affect your ability to draw out
information for analysis. For instance, consider that you would have to make a new work sheet each month - including any analysis that you do. Multiply that by the months and years that you expect to be in business and you have a large administrative overhead.. It would be much more effective to keep one 'day book' from which you can draw out information (possibly using a pivot table) to your hearts content. I would also suggest you have a word with your (or an) accountant. He has the responsibility to advise you and, to do that, would expect some input from you so it's as well to ensure that you can work together. He may be able to suggest - from experience - a way to set up a spreadsheet or may recommend specialist (inexpensive) software. -- Regards. Bill Ridgeway Computer Solutions "Ron O'Brien" wrote in message ... Having done my small business accounts for years in 'book' format I am now moving towards the idea of doing them on the computer. I am fairly new to the technicalities of spreadsheets. It seems to me the neatest way to do my annual accounts is to have each worksheet represent a different month - is that feasible? is it possible? can I change the name from 'sheet 1' to 'January sheet 2 to february etc? My stubbling-block seems to be working out how to carry-forward balances from one sheet to another. Is this possible or am I going about the whole thing the wrong way? Any help appreciated Ron |
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