Forum Discussion
Ptnana
May 31, 2022Copper Contributor
Problem with a formula
I have a spreadsheet in which I post rent amounts for each month. the spread sheet consists of 12 windows, one for each month, A base sheet which contains names and amounts and a record sheet with a...
Riny_van_Eekelen
May 31, 2022Platinum Contributor
Ptnana Difficult to visualize your the sheets you are working on. Can you share the file (Onedrive, Google docs etc). Remove any private and confidential information, though.
My gut feeling, however, says that you should keep track of all transactions in one sheet. Just be sure to add a transaction date to each entry and let Excel's built-in date and time intelligence do the summarizing per month do for you.
- PtnanaJun 01, 2022Copper ContributorThank you for your reply. Unfortunately, I am not familiar with the process of sharing to the venues you suggested. If you can give me the information on how to do this, I would appreciate the assistance.
The program has 40+ rental units, which I have on one section of the document. On the second section is the tenant payment information. the next 12 sections are monthly reports for each tenant showing payment dates, past due amounts if any and any comments needed for each tenant. My customer wants a report each month showing how much was paid and how much each tenant is behind in payment. As it is currently set up, the payments for January will add the monthly amount due for February, March and April. This does not look good if I have to go back and reprint these reports for whatever reason.- PtnanaJun 01, 2022Copper ContributorBy the way, please use email address removed for privacy reasons in your reply. I don't use the MSN email account.