anyone have a simple income/expenditure sheet, excel

[Lesley]

Hi,

I need to make a simple income and expenditure sheet for a new venture,
would like a 1 worksheet per month so this can be filled out on a daily
basis. Does anyone have one ready made before I start scratching my head
putting formulas in?

 

[Bernie Deitrick]

Don't use formulas and don't use multiple sheets. Use a database with
columns for date, amount (positive for income, negative for expenditures),
and descriptors (as many as needed) and then use a pivot table on the
resulting database. Here is what I use for my columns:

Reference Number
Date Entered
Date Rec/Paid
Status
Action
Master Account
Sub-Account
Amount

There are plenty of sites and help files available concerning pivot tables -
formulas are completely unnecessary and are a source of error.

HTH,
Bernie
MS Excel MVP

 

[Don Guillett]

I also recommend only ONE sheet and you can use data>filter>autofilter>by
date

 

[Mike H]

Hi,

You should find something here

http://office.microsoft.com/en-us/templates/FX100595491033.aspx

With regard to:-

1 worksheet per month so this can be filled out on a daily basis

Don't do it!! This forum is full of posts along the lines of "I have a 12
worksheets and I want to make a summary sheet" which is another way of saying
'I started my project without thinking it out'. If all the data are on a
single sheet it's much easier to use filters to summarise data.
--
Mike

When competing hypotheses are otherwise equal, adopt the hypothesis that
introduces the fewest assumptions while still sufficiently answering the
question.