Creating a Simple Spreadseet expert help needed pls ?

Lil_dee

Hi all, I need some help & thought this is proberbly the best place to get it. I have never used a spreadsheet before but i want to create a simple chart that has three columns "income" "outgoings" "balance".
My chart must also recalculate the balance row by row depending on the figures input from the "income" "outgoings" columns like a banking statement. Can any tell me what formulas i would need to put in each field or provide me with a link to download a template to perform this function?

Thank you in advance

willo65

It can be quite simple but can look messy if you just use simple formula but heres some you could use. Column A = Income, Column B = Outgoings and Column C = Balance - In the c column start with a 0 Balance in C2 and ignore your first row for income and outgoings, Then in 2nd row use formula "=sum((C2+A3)-B3)" then copy and paste down the page. I did make quite a comprehensive spreadsheet which you have a user interface and all you need to do is enter amount and description of what it was and then press a button to deposit or withdraw but it's on a different comp or I could have emailed it to you, I haven't checked the above formula in Excel so It should work but some of the terms may be unneseccary(sp) but shouldn't cause any problems.

menhim_2

Have just sent you a PM

bubblesbonbon

There are templates available but the Microsoft ones tend to be formatted in dollars with US dates.

You could follow willo65's advice and create a basic spreadsheet but if you are anything like me you will probably find that you need a little bit more info.

For tracking purposes you should have dates and an indication whether the transaction has cleared or not.

I have a simple cash book style Excel template and if you PM me with an email address that you can access, you are welcome to try it out ( I used to use it before I got Quicken)

sarah_elton

bubblesbonbon wrote: »

For tracking purposes you should have dates and an indication whether the transaction has cleared or not.

For the latter, to keep it simple I enter transaction amounts in bold, and then un-bold them once they've cleared.