FORMULAS

%3CLINGO-SUB%20id%3D%22%5C%26quot%3Blingo-sub-3159021%5C%26quot%3B%22%20slang%3D%22%5C%26quot%3Ben-US%5C%26quot%3B%22%3EFORMULAS%26lt%3B%5C%2Flingo-sub%26gt%3B%3CLINGO-BODY%20id%3D%22%5C%26quot%3Blingo-body-3159021%5C%26quot%3B%22%20slang%3D%22%5C%26quot%3Ben-US%5C%26quot%3B%22%3E%3CP%3E%3CSPAN%3EI%20wish%20to%20prepare%20financial%20workbook%20for%20a%20nonprofit%20organization%20which%20displays%20monthly%20expenses%20and%20income.%20Additionally%2C%20the%20monthly%20amounts%20have%20to%20flow%20over%20to%20quarterly%20worksheets.%20How%20can%20I%20set%20up%20formulas%20to%20facilitate%20this%26lt%3B%5C%2FSPAN%26gt%3B%26lt%3B%5C%2FP%26gt%3B%26lt%3B%5C%2Flingo-body%26gt%3B%3CLINGO-LABS%20id%3D%22%5C%26quot%3Blingo-labs-3159021%5C%26quot%3B%22%20slang%3D%22%5C%26quot%3Ben-US%5C%26quot%3B%22%3E%3CLINGO-LABEL%3EFormulas%20and%20Functions%26lt%3B%5C%2Flingo-label%26gt%3B%26lt%3B%5C%2Flingo-labs%26gt%3B%3C%2FLINGO-LABEL%3E%3C%2FLINGO-LABS%3E%3C%2FSPAN%3E%3C%2FP%3E%3C%2FLINGO-BODY%3E%3C%2FLINGO-SUB%3E%3CLINGO-SUB%20id%3D%22lingo-sub-3159236%22%20slang%3D%22en-US%22%3ERe%3A%20FORMULAS%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-3159236%22%20slang%3D%22en-US%22%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F1305646%22%20target%3D%22_blank%22%3E%40ssharma23comcastnet%3C%2FA%3E%26nbsp%3B%3C%2FP%3E%3CP%3E%3CSPAN%20class%3D%22%22%3E%3CSPAN%20class%3D%22%22%3E%3CSPAN%3EHere%20is%20a%20link%20with%20a%20template(s)%20that%20you%20can%20develop%20further.%3C%2FSPAN%3E%3C%2FSPAN%3E%3C%2FSPAN%3E%3C%2FP%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftemplates.office.com%2Fen-us%2Fmanage-my-money-tm16390883%3Fomkt%3Den-US%22%20target%3D%22_self%22%20rel%3D%22noopener%20noreferrer%22%3EManage%20My%20Money%3C%2FA%3E%3C%2FP%3E%3CP%3EManage%20your%20money%20with%20an%20Excel%20template%20that%20shows%20you%20monthly%20income%2C%20savings%2C%20and%20expenses%20in%20a%20handy%2C%20easy-to-understand%20pie%20chart.%20Use%20this%20accessible%20money%20managing%20template%20to%20know%20how%20much%20you%E2%80%99re%20spending%20versus%20saving.%20A%20managing%20money%20worksheet%20from%20Excel%20summarizes%20totals%20and%20trends%20in%20one%20easy-to-use%20document.%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EWith%20your%20permission%2C%20I%20recommend%20to%20provide%20more%20information.%3C%2FP%3E%3CP%3EAlways%20inform%20about%20your%20Excel%20version%2C%20operating%20system%2C%20storage%20medium%2Fhard%20drive%2C%20OneDrive%2C%20Sharepoint%2C%20etc.).%3C%2FP%3E%3CP%3EIf%20possible%2C%20add%20a%20file%20(without%20sensitive%20data)%20and%20use%20this%20file%20to%20describe%20your%20project%20step%20by%20step%2C%20or%20add%20photos%20with%20the%20appropriate%20description.%3C%2FP%3E%3CP%3EDon't%20forget%20that%20not%20every%20Excel%20user%20has%20a%20clue%20about%20every%20job%20and%20what%20you%20see%20he%20can't%20see.%3C%2FP%3E%3CP%3EIf%20someone%20wants%20to%20have%20a%20finished%20project%2C%20it%20should%20be%20commissioned.%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EThank%20you%20for%20your%20understanding%20and%20patience%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fexcel-blog%2Fmeet-niko-chatzoudis-excel-forum-contributor%2Fba-p%2F2941385%22%20target%3D%22_blank%22%3ENikolinoDE%3C%2FA%3E%3C%2FP%3E%3CP%3EI%20know%20I%20don't%20know%20anything%20(Socrates)%3C%2FP%3E%3C%2FLINGO-BODY%3E
New 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