How to Make a Finance Spreadsheet
Format the column headings., Enter the register formula., Set the numerical formatting.
Step-by-Step Guide
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Step 1: Format the column headings.
Type "Transaction date" into cell B19, "Description" in cell C19, "Purchase" in cell D19, "Deposit" in cell E19 and "Balance" in cell H19.
Then select cells B19 through H19, and click the word wrap button on the formatting tool bar. , Type the following formula into cell H20: =SUM($E$4)-SUM($D$4).
Position the mouse pointer in the lower right corner of cellH20 and use the Fill handle (+) to copy the formula from H20 down through H44., Select cells D20 through D44, and click the currency ($) option from the number formatting menu.
Do the same for cells H20 through H44.
The check register balance will automatically update with each new entry. -
Step 2: Enter the register formula.
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Step 3: Set the numerical formatting.
Detailed Guide
Type "Transaction date" into cell B19, "Description" in cell C19, "Purchase" in cell D19, "Deposit" in cell E19 and "Balance" in cell H19.
Then select cells B19 through H19, and click the word wrap button on the formatting tool bar. , Type the following formula into cell H20: =SUM($E$4)-SUM($D$4).
Position the mouse pointer in the lower right corner of cellH20 and use the Fill handle (+) to copy the formula from H20 down through H44., Select cells D20 through D44, and click the currency ($) option from the number formatting menu.
Do the same for cells H20 through H44.
The check register balance will automatically update with each new entry.
About the Author
Susan Kelly
Dedicated to helping readers learn new skills in organization and beyond.
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