Re: Setting up to do my accounts (very newbie!)

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Hi Ron

In my experience, keeping all the data on one *** 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 work*** represent a different month - is that feasible? is it
possible? can I change the name from '*** 1' to 'January  *** 2 to
february etc?

My stubbling-block seems to be working out how to carry-forward
balances from one *** to another. Is this possible or am I going
about the whole thing the wrong way?

Any help appreciated


Ron 
.

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