Published at Wednesday, June 02nd 2021, 16:50:27 PM by Karen Spencer. Expenses Spreadsheet. When it comes to using Microsofts Excel Spreadsheet program there is no question that there are a variety of ways to accomplish many tasks. One of the things I like about Excel is the ability to format multiple columns at the same time giving them the same width. If you are unfamiliar with how this is done, read on and take a look at the steps I perform to achieve this task. You will see that it is very easy to do. The first thing you want to do, obviously, is open up Excel. Once Excel is displayed on your screen, go ahead and type in cell "A1" the month name "January". In the cell "B1" type in the month name, "February", in "C1" type in "March" and so on until you type in all twelve months each in their own cell on the spreadsheet.
Published at Wednesday, June 02nd 2021, 01:14:05 AM by Lolita Sutton. Expenses Spreadsheet. From Excel to excellence for the month-end close reconciliation process. As a financial accounting professional, it is almost certain you will have been using Microsoft Excel spreadsheets during the month end close process. It is also extremely likely you will have experienced problems with them too! Over the last thirty-odd years, spreadsheets have become a mainstay in finance departments, used for all sorts of tasks, from reconciliation to reporting and everything in between. Despite their popularity with finance staff, they still pose a massive margin for error. The expected error rate when reconciling with spreadsheets is 0.8-1.8% and though this may seem small, for a company with a $1m turnover this represents a risk of $80,000-$180,000.
Published at Wednesday, June 02nd 2021, 14:55:45 PM by Nellie Graham. Expenses Spreadsheet. Validate Your Input Values You can use Excels Data Validation function to reduce the likelihood of bad data. This feature allows you to specify the conditions a value needs to meet and reject any values that dont meet your conditions. If you know, for example, the minimum and maximum values of your data, simply instruct Excel to highlight values that fall outside of that range. To take it a step further, create a drop-down list of values in an adjacent workbook, then use those to populate your active one. Youll limit your potential for error by choosing from an already known list of values. No fat finger errors here. Automate the Whole Thing Were biased, but the easiest and best way to prevent errors in Excel is to automate your work. Todays automation software packages (and there are many) work within and between your spreadsheets and other sources of data, like websites, to import, manipulate, copy, paste, and format data however you wish. Some log critical process information, sorts, and transforms data just like you would - through the presentation layer of the application. Unlike you (no offense), good automation software works without errors. If youre a CPA or work for any other firm that uses spreadsheets on a regular basis, consider automation software as an alternative to those every day manual processes.
Published at Monday, May 31st 2021, 02:06:42 AM. Expenses Spreadsheet By Nellie Graham. I like using spreadsheets for monetary goals because of the functions I can use. If you are working towards a savings goal, using a word processor or writing them out will require constant updating. With a spreadsheet, you can simple add in how much more youve saved, and if you had the right formulas set up, it will do it all for you. First, set up a different sheet for your long term goals and your short term goals. You can have long term goals and then break them up into short term goals as well as have separate goals. Make the sheet look appealing with bold headers and colors. If you dont know how to use excel or other spreadsheet programs, you really only need the basics. Search the net to find out how to get started with spreadsheets.
Published at Monday, May 31st 2021, 01:01:49 AM. Expenses Spreadsheet By Autumn Clark. I never guestimate a job. After measuring and counting I take my numbers and go to my office and prepare my estimate. If you do a search in Ezines, you will find other articles by me describing how I use the Excel Spread Sheet to total up and multiply high time factors to those elements of the job that are over eight foot high. Why? It takes you a lot more time to paint a window at twenty feet that it does at eight feet of height. After I total everything using the formulas built into the spreadsheet, I go to my estimating software and prepare the estimate. I itemize everything, I never do an estimate that says $2000 (or whatever amount it is), for painting the interior. I itemize everything, and its easier because that is how I count things. Also, because if I count 16 shutters and when I am painting them I count 20, I tell the customer that I only charged for 16, and they can see it in black and white, so they have to pay extra for the extra shutters, this way I dont get cheated. Anyway the subject of itemizing your estimate is a whole new article.
Published at Monday, May 31st 2021, 00:04:40 AM. Expenses Spreadsheet By Sabrina Walters. Headers and Footers on Excel Spreadsheets It is not rare known fact that we can print header and footer in an Excel spreadsheet. For that we need to click on the File menu and select Page Setup and then go to the Header/Footer tab. It can be customized to our fancy. Quick calculator in Excel Dont you think that Alt + Tabbing between you Excel sheet and your calculator is a royal pain? What if you could import a calculator in your Excel sheet itself? Wont that be amazing! All you need to do is select View, then go to Toolbars and select Customize in Excel. When you reach the Customize screen, choose the commands tab after that select Tools from Categories list. You can scroll down the list of icons till the time you find the calculator. For some strange reason it is labeled as Custom there but dont worry about it. You can drag it to your Toolbar; it is now set for your convenience.
Published at Sunday, May 30th 2021, 23:24:30 PM. Expenses Spreadsheet By Lolita Sutton. Try not to use of keep the use of merging cells to an absolute minimum. I cant express how much this can create a lot of issues like losing the ability to sort data correctly, use copy and paste correctly and the ability to run VBA code as its does not handle merged cells very well. One great way around is to use the alternative Centre Across Selection. This can easily be achieved by Format | Cells Alignment | Horizontal | Centre Across Selection. Give this alternative a try. 7. Always try to leave at least three or more blank rows above your data table. This can be easily used for criteria for features such as database functions and advanced filtering. Formatting a spreadsheet is something that can be a personal choice in particular colour schemes, or how busy the spreadsheet is, but one should always keep in mind the user, and how easy it is for a new user to follow your spreadsheet. In summary keep it neat, simple and adhere to predefined formats to eliminate any slow down or errors in formulas due to incorrect cell formatting.
Published at Sunday, May 30th 2021, 22:45:30 PM. Expenses Spreadsheet By Doris Poole. For this matter, budgeting software can only be regarded as a really good one if it is user-friendly and the input of information is hassle free. The moment that the initial setup is done, transaction recording and processing is expected to automatically take place. Good Reporting: Its Elements Good financial software must possess reporting elements in the module of the money management tool that you are using. These features must also be intuitive and straightforward to use, for they are the real hallmark of the reporting features of a better software. Basic Income and Spending If these two do not exist, your software can be regarded as completely futile. Income and spending must be easily known with a mere push of a certain button.
Published at Sunday, May 30th 2021, 21:56:11 PM. Expenses Spreadsheet By Kathie Horne. Add a Picture to the Background of the Comment This also involves adding an additional button to the Quick Access Toolbar. Follow the first four steps we used previously but this time add the Format command. Continue following steps 5 through 7 8. Click the Format button on the QAT 9. From the bottom of the list choose Format Comment 10. Click on the Colors and Lines tab If you only have a Font tab, go back and repeat step 7. 11. Click the drop-down next to Color and choose Fill Effects 12. Choose the Picture tab and then click on Select Picture 13. Navigate to the picture you want to use and select it 14. OK both the dialog boxes Voila, your comment now has a picture background. Comments are extremely useful to share your thoughts and ideas with others or simply to remind you of things you have done or need to do. You may never need to change the shape or add a picture to the background, but knowledge is power. You never know when ones of these skills could be just what you need. Reen Rose is an experienced Microsoft Certified Trainer and Microsoft Office Specialist Master. She has been described as focused, fun and very effective. Reen believes in guiding people to become empowered Microsoft Office users by giving them the skills they need to be successful, in an engaging and enjoyable environment.
Published at Sunday, May 30th 2021, 21:09:30 PM. Expenses Spreadsheet By Caitlin Carr. If you can do that, you become the "gatekeeper" for all spreadsheet data going to your boss. You could pre-analyze the data in all those spreadsheets, and tack on comments that make the boss aware of your incomparable analytic capabilities. Nobody else (other than he, himself) gets all that data, so only you can come up with those insightful analyses. Tip #3: Automate the dashboard preparation Unless you are not doing any real work, you are probably thinking: "How am I supposed to do all the extra work to consolidate those spreadsheets into a dashboard"? If youre a programmer type, you can use little-known, built-in Excel capabilities such as the camera tool with VBA macros. Thats it. If you can successfully implement those 3 tips, youll be the person who controls the spreadsheet data your boss sees. Theres a catch, though: youd better be the first one to implement it. Because if one of your peers does this before you do, he becomes the indispensable person. Or, look for Excelential, a new kind of software that makes Excel dashboards easy to create. With software like Excelential, it will only take you minutes to create an Excel dashboard that brings charts and tables of data together from multiple spreadsheets. And once you have the dashboard set up, it will automatically update the dashboard for you every day.