Do I need to create a database or something?

  • Thread starter Thread starter Richard
  • Start date Start date
R

Richard

I've got Excel 97 and with it have created my own bookeeping system.

I'm using Excel to record basic bookkeeping data and to automatically
calculate balances. In one workbook there are 4 sheets, representing 4
accounts (Bank, petty cash, expenses, balances). I've just filled in all
the sheets for March and printed the workbook. So, I've got one Excel file
for March. I've also arranged for a template, so when I come to fill in data
for April, I'll have to open the template, take note of March balances, and
put them onto April's workbook along with all the transactions for April.
All this will work fine, but I just wondered if there was a way for March
balances to somewhow automatically appear in the April workbook. I was
wondering if that required a database.
 
Further:

Of course as I have it now, each months accounts are in unconnected Excel
files. To view 6 months of accounts, I simply have to open 6 Excel files.
It's not like I can open a single file and scroll through 6 moths of
accounts. That would be the ultimate, to be able to do that, to bring up
each months accounts only having opened a single file.
 
Hi Richard

One single file with all data on one single Worksheet would be the way
to go. The number one mistake made by *most* Excel users is the
spreading of related data over multiple Workbooks and/or Worksheets.

If/when you use a single sheet in a single Worksheet, you can take
advantage of Excel's Pivot Tables. see

http://www.ozgrid.com/Excel/excel-pivot-tables.htm

For details.




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