Forum Discussion
joeyharris
Jan 27, 2021Copper Contributor
Summary/Overview Page
This was originally posted on another thread. I was advised to go ahead and post here. I have between 10-25 jobs that I am job costing for each month. Is there a simpler way to achieve a summary ...
Riny_van_Eekelen
Jan 28, 2021Platinum Contributor
joeyharris Consider tracking all your transactions (income and expenses) in one single table and create one or more pivot tables to summarise the date. No need for multiple sheets or formulae linking them to a separates summary sheet. Simply add transactions to the table (will expand automatically) and refresh the pivot table(s). An example is attached.