EXPENSE TRACKER EXCEL TEMPLATE HOW TO

These instructions will tell you how to update it. PIVOT TABLE DATA SOURCE LINK Often, when an Excel file containing a pivot table report is renamed, the pivot table information in the new file will still point to the original file data and not the new file data, so the link needs to be redirected to the new file.Here are printable PDF instructions for updating the sales tax report : This Accounting Excel Template is just like a cashbook and the money received and money spent transactions should be a reflection of what happens on your bank account. In each month you can enter transactions for two bank accounts and one credit card, for example:.You can run a sales tax reportВ (using Pivot Tables) for the months of your choice.The drop down box is linked to the Rates box on the Control page. It includes sales tax columns for both income and expenses вЂ“ go to the Control page, enter your sales tax rates and then on the monthly tabs simply select the sales tax percent from the drop down box for each transaction that applies to you depending on what country you live in.

You must manually unhide the Sales Tax Data sheet (there is no password to unhide it), insert the number of new rows required in the correct month, and enter the formulas (copy from ones already in there) into those rows to pick up data from the monthly tabs. Note: if you insert new rows into the monthly tabs, the sales tax report will not be accurate because the source data has not been set up to include new rows. Three Open the accounting excel template and save it by going into вЂFileвЂ™, вЂSave CopyвЂ™ or 'Save As' in Excel and give it a name of your choice and save it to your digital filing system. Go and check that folder to access the downloaded template. Two Once you click on the button the template will automatically download into the Downloads folder on your device. This can be customized to use with any financial year-end. One To download the template, select (click-on) the blue button. If you want a template without sales tax you can try my Excel Cash BookВ for easy bookkeeping.

Expense tracker excel template