Excel 2007

[Margaret N]

Please can a member help me set up a spread sheet to say have a ‘rolling balance’ for example like a Bank Statement.

I just wish to pull up the spread sheet for a club that I run and need to be able to add Credits and Debits and have a final balance at the touch of a button.

I look forward to your replies but please write them in simple English. Thank you so much.

[wulliam]

I can help with this - if you can use an Excel 2003 sheet then I'll do it for you - or I'll try to explain. Which is better?

[Pilgrim]

Margaret, you can have a rolling total very easily but you must spend some time setting up the page first.
Each cell has a number, column A line 1 would be A1. so if you wanted the sum of A1 and B1 to be entered into C1 you would have to type into C1 A1+B1, then whatever values were entered into A1 or B1 the value of C1 would change.
I have'nt used excel for many years but I do remember spending a long time setting up the pages, but I was always slow anyway. To put the formula into the necessary cells I suggest you look at the help menu,

[Pilgrim]

Margaret, I have just noticed that I have the "Excel for Dummies" book, so if you have more specific questions I will do my best.

By the way Lived in the New Forest myself for almost 30 years,

[wulliam]

I've done a simple version - you can download it from here: Miscellaneous HomePage (http://wulliam.co.uk/6misc/misc_home.htm)
I expect it should work on Excel 2007

[Margaret N]

Wulliam and Pilgrim, Very many thanks for your excellent replies they are appreciated.
I have downloaded your sample sheet Wulliam, it is excellent. It was all a question of layout and getting the formular the correct way round. I am sure that once upon a time I learnt how to do it but have not needed to use it until now. A nice clear example.

[Hugo]

I have had a look at the sample William provided and while it does what you asked, it could be improved by adding a Date field and a Description field. This way, at the end of the year, you can identify when the entry was made and what the credit/debit was.

From experience, this makes life so much easier.

Hugo

[banana]

http://office.microsoft.com/training/training.aspx?AssetID=RC100620751033
Have a look at this Margaret, it is completely FREE.

[Heather Positive Thinker]

Totally at a tangent - Pilgrim, who is the man in your avatar pic please?

[wulliam]

Hugo - you're quite right. I've added another file which allows much more detail to be recorded.

[Hugo]

Hi Margaret,

This is the first time I tried to reply to a post or a private message.

You have come to the right person. I have experience as Treasurer of several Clubs and have created a spreadsheet as required. I think something simple would be appropriate. This would have a date; a description;then an income section with say 5 headings; an expenditure section with the same headings; a total income; a total expenditure; and a net balance.

Have you any idea how many entries per year there would be?



Hugo