Excel beginner questions


  1. Tsw88
    Posts : 272
    win10
       New #1

    Excel beginner questions


    Hi

    I've made an Excel (In fact, Google Sheet) which is used to make a record of my cash income and expense

    there are three columns - "Income" "Expense" as well as "Balance"
    , similar to most bank statement record.

    I am a beginner and I am able to calculate the new "Balance" from the last "Balance" and the new "Income" (Plus) or "Expense" (Minus) i.e. =sum(last Balance + Income - Expense)

    However, I want to make it more automatic, so that in the next row I can only put in either income or expense and then it will give out the new "Balance" at the last, instead of having to manually input the =sum into each Balance cell,

    But how to ?

    Do you understand my question? Thank you very much!
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  3. Steve C
    Posts : 7,905
    Windows 11 Pro 64 bit
       New #2

    Copy the contents of the balance cell containing the equation and copy it to all the cells below for which you want to see the balance
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  4. bro67
    Posts : 9,790
    Mac OS Catalina
       New #3

    Normally you would take the information from each spreadsheet and balance those totals on the Balance Sheet, which is the master sheet of all spreadsheets. If you just want to do the totals, to get your Net Worth, you take your Assets minus the Liabilities. Expenses are considered paid out of cash, so you do not include those to get your Net Worth. Plenty of examples out there for how to create a Balance Sheet, with pre-made templates. For the Budget, you have two columns for each month. Projected and actual for each category.
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