Unconfigured Ad Widget

Collapse

Announcement

Collapse
No announcement yet.

Excel 2007

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Excel 2007

    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.
    Margaret N
    DOGS HAVE OWNERS ~ CATS HAVE STAFF

    Researching:- WILBURN from Yorkshire/Kings Lynn, London. NEWMAN from Dover/Reading. DOUGHTY from Portsmouth. ROGERS from Bethnal Green. Rumbelow from Norfolk

  • #2
    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?
    Kind regards,
    William
    Particular interests: The Cumming families of Edinkillie & Dallas, Moray

    Comment


    • #3
      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,

      Comment


      • #4
        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,

        Comment


        • #5
          I've done a simple version - you can download it from here: Miscellaneous HomePage
          I expect it should work on Excel 2007
          Kind regards,
          William
          Particular interests: The Cumming families of Edinkillie & Dallas, Moray

          Comment


          • #6
            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.
            Margaret N
            DOGS HAVE OWNERS ~ CATS HAVE STAFF

            Researching:- WILBURN from Yorkshire/Kings Lynn, London. NEWMAN from Dover/Reading. DOUGHTY from Portsmouth. ROGERS from Bethnal Green. Rumbelow from Norfolk

            Comment


            • #7
              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

              Comment


              • #8
                Get productive quickly with Microsoft 365 videos and tutorials. Explore Microsoft 365 training guides and tips to collaborate with anyone, anywhere.

                Have a look at this Margaret, it is completely FREE.

                Comment


                • #9
                  Totally at a tangent - Pilgrim, who is the man in your avatar pic please?

                  Comment


                  • #10
                    Hugo - you're quite right. I've added another file which allows much more detail to be recorded.
                    Kind regards,
                    William
                    Particular interests: The Cumming families of Edinkillie & Dallas, Moray

                    Comment


                    • #11
                      From 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
                      Last edited by Hugo; 21-04-08, 08:43. Reason: Removal of email address. Margaret has used it to contact me.

                      Comment

                      Working...
                      X