FORMULAS

Copper Contributor

I wish to prepare financial workbook for a nonprofit organization which displays monthly expenses and income. Additionally, the monthly amounts have to flow over to quarterly worksheets. How can I set up formulas to facilitate this

2 Replies

@ssharma23comcastnet 

Here is a link with a template(s) that you can develop further.

Manage My Money

Manage your money with an Excel template that shows you monthly income, savings, and expenses in a handy, easy-to-understand pie chart. Use this accessible money managing template to know how much you’re spending versus saving. A managing money worksheet from Excel summarizes totals and trends in one easy-to-use document.

 

With your permission, I recommend to provide more information.

Always inform about your Excel version, operating system, storage medium/hard drive, OneDrive, Sharepoint, etc.).

If possible, add a file (without sensitive data) and use this file to describe your project step by step, or add photos with the appropriate description.

Don't forget that not every Excel user has a clue about every job and what you see he can't see.

If someone wants to have a finished project, it should be commissioned.

 

Thank you for your understanding and patience

 

NikolinoDE

I know I don't know anything (Socrates)

I could not find the appropriate template