• Monthly balances (Excel 2002)

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    #423566

    Hello:

    I have a six column spreadsheet which has banking statements entries

    Column A has the description

    Column B has the date

    Column C obtains the date of the transaction

    Column D and E supplies me with the taxes

    Column F gives me the total of “D and E” or sometimes only of column “C.”

    I would like to be able to provide a sum total per month for each subheading. Example Salaries,

    Other than just clicking insert and creating a month and then using the “SUM” symbol is there another way, that would not make the spreadsheet so cumbersome.

    Thank you for your time and support.

    Dillon

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    • #969913

      If I understand your description, You could use a pivot table

      Select the range
      data-pivot table report

      drag transdate to row
      drag other fields to data (should default to “sum of..”

      Then right click the the transdate
      select group and outline
      group
      choose month

      It should be a sum of the categories by month

      Steve

      • #970203

        Hello Steve:

        I will follow your instructions and give it a try, the only problem is the client is a much older individual, the process my be a lot for this person.

        Your suggestion is greatly appreciated.

        dillon

        • #970205

          Once you set it up it should be easily refreshable…

          Steve

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