complicated excel question?

Question

I have a budget with 50 seperate accounts. I want a running balance of each seperate account each time I enter an invoice that is to be paid. I would like to use a dropdown box to show these 50 accounts and have EXCEL see that budget account I have chosen substract the amount of the invoice and provide me with a running balance of that paticular account. To make it MORE complicated I need the budget to be seperated into 4 quarters that are not equal in value. *sigh*

I need to take an advanced Excel course!

Thanks for any help. Cheers.

Answer 1

it may or may not be complicated...it depends on how you have your data formatted.

sounds like you want a pivot table.

go to youtube and type in excel pivot table and watch some of the demo's. see if that might be what you are looking for.

Answer 2

Hi,

Excel is a very complete program that can handle the request you made, but it will require some patience and practice to learn what you need to complete the project.

You probably would benefit from learning a database language known as Structured Query Language (SQL).

I put a link in the resources to get you started, but this is a huge topic, so I think your question isn't specific enough to give you a really good answer.

-Jim Gordon
Microsoft Mac MVP

MVPs are independent and do not work for Microsoft
http://mvp.support.microsoft.com/

Answer 3

There is other software that would do this much more accurately than Excel - like MS Money or some other Accounting software. Excel really doesn 'post' with invoices, etc. the way other software programs would do.