Using Marcos to create financial statements from journal entries.

[jassyphee]

I'm completely new with macros. I was wondering what you would need so that the information will automatically update itself onto a summary page. For example for entries on one worksheet to create a statement on another worksheet?

Example:
[TABLE="width: 500"]
<tbody>[TR]
[TD]Asset Type[/TD]
[TD]Description[/TD]
[TD]Date[/TD]
[TD]Amount[/TD]
[/TR]
[TR]
[TD]OA[/TD]
[TD]Bonds[/TD]
[TD][/TD]
[TD]10,000[/TD]
[/TR]
[TR]
[TD]CR[/TD]
[TD]Trust investments[/TD]
[TD]01/01/2014[/TD]
[TD]25,000[/TD]
[/TR]
[TR]
[TD]CD[/TD]
[TD]Interest Payments[/TD]
[TD]02/01/2014[/TD]
[TD]5,000[/TD]
[/TR]
[TR]
[TD]OA[/TD]
[TD]Bonds[/TD]
[TD][/TD]
[TD]5,000[/TD]
[/TR]
</tbody>[/TABLE]

The first entry doesn't have a date, because the asset type is classified as OA. (therefore an exception)
Each of this information will be linked to it's own worksheet. For example, the OA entries would create their own sheet which will summed.

 

[Fazza]

Welcome

Maybe just a formula?

There can be a formula in the amount field that sums all record values from the dedicated worksheet for OA entries.

regards