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In using the Excel Program for Auto Computation of My Bank Account...
In using the Excel Program for Auto Computation of My Bank Account, How Can I insert a Folder at the End of the Folder entitled & have the Folder remain .. Because after I have inserted the Folder into $ In & Out 25 Feb 16, it Automatically goes in front of the Excel Programs.
BTW., I am using Office Home & Student 2013.
Russ- AKA Michael P Russell You are using the Excel program to create workbooks or spreadsheets, first of all. And the folder is getting ahead of those workbooks/spreadsheets. Not to nit-pick, but terminology helps keep things straight.
That said, may I ask WHY you have created separate spreadsheets for those highly related tasks?
You are to be commended for wanting to use Excel to get control of your finances, but let's see if we can help you use Excel to more full advantage. Are you aware that you can create a single workbook that contains multiple spreadsheets?
Especially where you're tracking cash in and then out, considering checking accounts and credit cards, it would be very appropriate to have all of the information on all of those accounts, all of those cash-flows, in a single workbook. There might well be multiple sheets, but in fact you could have all of those transactions on a single spreadsheet and still get reports on each individual credit card, or on your checking activity separately.
(I speak from experience, having just done this very thing to produce a comprehensive picture of our own cash-flow for the year, yet with the ability to drill down to the level of individual transactions if/when needed).
If you'd be willing to upload (without disclosing sensitive personal information) some representative rows of information from each of your spreadsheets, I'm sure there would be people here on these boards who could help you get a handle on consolidating them and using Excel more effectively to get that handle on your finances.
3 Replies
Russ- AKA Michael P Russell You are using the Excel program to create workbooks or spreadsheets, first of all. And the folder is getting ahead of those workbooks/spreadsheets. Not to nit-pick, but terminology helps keep things straight.
That said, may I ask WHY you have created separate spreadsheets for those highly related tasks?
You are to be commended for wanting to use Excel to get control of your finances, but let's see if we can help you use Excel to more full advantage. Are you aware that you can create a single workbook that contains multiple spreadsheets?
Especially where you're tracking cash in and then out, considering checking accounts and credit cards, it would be very appropriate to have all of the information on all of those accounts, all of those cash-flows, in a single workbook. There might well be multiple sheets, but in fact you could have all of those transactions on a single spreadsheet and still get reports on each individual credit card, or on your checking activity separately.
(I speak from experience, having just done this very thing to produce a comprehensive picture of our own cash-flow for the year, yet with the ability to drill down to the level of individual transactions if/when needed).
If you'd be willing to upload (without disclosing sensitive personal information) some representative rows of information from each of your spreadsheets, I'm sure there would be people here on these boards who could help you get a handle on consolidating them and using Excel more effectively to get that handle on your finances.
- Dear Mr. Mathetes,
Back in 1997 when I got my first computer everything was BRAND NEW to me in the computer world.
In using the Excel program I noticed at the bottom left-hand corner there were different pages assigned in the Excel program, (& could have just added New Pages on a Single Spreadsheet) Being it was all brand new to me I was scared of using a different pages for the application and instead decided to just use a new XL program for each function of my banking at Union Bank located at (San Diego County)
900 Palm Ave. Imperial Beach, CA
91932-1549, to be precise.
I understand now that I could utilize just 1 Excel Spreadsheet to handle My RequirementsFor Banking, but Now I’m just so used to having 4 Excel Programs in a Folder I called /Named ($ in & Paid Out) I see no use in changing the Format to just having 1 Excel Spreadsheet Handle My Banking needs.
So, that being said I want to thank you for responding to My Query.
PS if there are some Run on sentences, please excuse My lack of the English Formatting, English was the Worst subject in My Junior & Senior High School Education, & boy I am paying for it now.Back in 1997 when I got my first computer everything was BRAND NEW to me in the computer world...Being it was all brand new to me I was scared of using a different pages
That was 22 years ago, Russ/Michael....I trust you've grown in understanding and confidence in the intervening decades.
I understand now that I could utilize just 1 Excel Spreadsheet to handle My RequirementsFor Banking, but Now ... I see no use in changing the Format to just having 1 Excel Spreadsheet Handle My Banking needs.
Well, I assume that when you say "Banking needs" you're really talking of just tracking $ IN and $ OUT, i.e., cash flow... but in fact that you write checks and make deposits outside of Excel and just track them in Excel. That being said, I'd encourage you to open yourself up to the fact that (unless your transaction history is VERY simple) you'd find that combining these into a single workbook and then using an Excel capability called Pivot Table, you would have an even clearer picture all in one place.
As I said, I've done just that within the past two weeks with our own finances--after being prodded by my wife to develop a budget and tracking system for ourselves. If you would be interested at all in what's possible, I invite you to upload some samples of your three spreadsheets (just make sure that such truly private things as account numbers are not included). I'd be happy to show you how consolidating them and using Pivot Tables could work for you.
