Forum Discussion
James7751
Dec 13, 2023Copper Contributor
Excel help -- wanting to combine budget and checkbook in one
Using excel I want to combine a budget and checkbook balancing in one
James7751
Dec 14, 2023Copper Contributor
I guess the checkbook balance was not exactly what I meant --- it is actually a what I earned and
what I spend during the month as everything is in paying for everything c cards, debit cards and
on limited times checks.
All income is direct deposit.
I know what I earn and spend to a penny but trying to get the program to do all of it at once,
I have just skimmed the Pivot option just lately
thanks
Jim
what I spend during the month as everything is in paying for everything c cards, debit cards and
on limited times checks.
All income is direct deposit.
I know what I earn and spend to a penny but trying to get the program to do all of it at once,
I have just skimmed the Pivot option just lately
thanks
Jim
mathetes
Dec 14, 2023Silver Contributor
I guess the checkbook balance was not exactly what I meant --- it is actually a what I earned and what I spend during the month
Well, a first lesson in developing a computer application is the need to be pretty clear (not necessarily exact); clarity of thought and precision in defining terms (and processes) is a prerequisite to creating a good spreadsheet.
I know what I earn and spend to a penny but trying to get the program to do all of it at once,
I have just skimmed the Pivot option just lately
I think that quick and dirty example I gave you should give you a good start. A simple straight-forward transactional database such as that one includes, can be used with the Pivot Table to give you a really good picture of it all. You can research Pivot Tables here, and if you like videos here, on YouTube.