Customize the Monthly and Annual Reports in the Your Free Spreadsheet Software: Automatic Accounting

It is important to be able to modify your free spreadsheets to fit your particular organization’s needs. The following step-by-step instructions will help you do just that.

First of all....a very important, hard-learned tip....Excel does not save itself like Word...so...make sure and hit save frequently why rebuilding your free spreadsheet software.

Delete 1 Business on Monthly Reports and the Annual Report:

1. Look at the bottom tabs...click on the tab named “Jan”.
2. Select the columns F and G.
3. You can either right click on further down in the worksheet and click on Delete or….on the Home tab, in the Cells group, click the drop down arrow next to Delete, and then click Delete Sheet Columns.
4. Formulas in the Total column automatically adjusted.
5. Take is all you have to do to delete a business account. Now just repeat all steps for each remaining 11 months and of course the annual report.

Add Business Accounts to the Monthly Reports:

1. For each additional business account you want to add...you will need to insert 2 columns.
2. To insert multiple columns, select the columns immediately to the right of where you want to insert columns. Select the same number of columns as you want to insert. Following our previous example... we are going to insert 1 new business account so we need to select columns H-I.
3. You can either right click and click on Insert or…. On the Home tab, in the Cells group, click the arrow next to Insert, and then click Insert Sheet Columns.
4. Then highlight (select) the columns J-K, click copy in your tool bar, select column H.and hit enter.
5. Rename and color font to match corresponding General Ledger business accounts.
6. Now to set formulas: Select the income#1 cell in the newly formed business account...I11 in our example, hit F2, then the equal sign =, go to 1st worksheet (GL-Jan) and select cell L16, hit minus sign -, then select cell K16, and hit enter. (We selected the credit column balance first because this is an income account.)
7. Repeat step 6 for rest of income accounts and newly formed business accounts.
8. Now for expense accounts: Go to Expense#1 in your newly formed business account ...I17 in our example, hit F2, then the equal sign =, go to 1st worksheet (GL-Jan) and select cell K39, hit minus sign -, then select cell L39, and hit enter.. (We selected the debit column balance first because this is an expense account.)
9. Repeat step 8 for the rest of the income accounts and the new additional business accounts.
10. Whew! One monthly report done...only 11 more left! Repeat all steps for the rest of the 11 months.

Adding Additional Business Accounts to the Annual Report:

1. Repeat steps 1 -5 above.
2. Select E11 (1st business account – 1st income account), grab fill handle and pull over to last business account K11.
3. Delete formulas in the empty columns.
4. Rename and fill in corresponding color.
5. Repeat for remaining line accounts.

Finished!

Well...unless you need to add or delete some line accounts (rows) in this free spreadsheet software.

Anyway...if you are finished....I hope you enjoy your new customized free spreadsheet software.

Please contact me if you have any questions or comments on these modifying pages.

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