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  1. #1
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    Monthly balances (Excel 2002)

    Hello:

    I have a six column spreadsheet which has banking statements entries

    Column A has the description

    Column B has the date

    Column C obtains the date of the transaction

    Column D and E supplies me with the taxes

    Column F gives me the total of "D and E" or sometimes only of column "C."

    I would like to be able to provide a sum total per month for each subheading. Example Salaries,

    Other than just clicking insert and creating a month and then using the "SUM" symbol is there another way, that would not make the spreadsheet so cumbersome.

    Thank you for your time and support.

    Dillon

  2. #2
    WS Lounge VIP sdckapr's Avatar
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    Re: Monthly balances (Excel 2002)

    If I understand your description, You could use a pivot table

    Select the range
    data-pivot table report
    <next><next>
    drag transdate to row
    drag other fields to data (should default to "sum of.."
    <finish>
    Then right click the the transdate
    select group and outline
    group
    choose month
    <ok>

    It should be a sum of the categories by month

    Steve

  3. #3
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    Re: Monthly balances (Excel 2002)

    Hello Steve:

    I will follow your instructions and give it a try, the only problem is the client is a much older individual, the process my be a lot for this person.

    Your suggestion is greatly appreciated.

    dillon

  4. #4
    WS Lounge VIP sdckapr's Avatar
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    Re: Monthly balances (Excel 2002)

    Once you set it up it should be easily refreshable...

    Steve

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