financial statements

Trying to design a pivot table (unfort can't use PQ) to design financial stmnts with columns for: beginning bal, then activity, then ending balance. I was able to create a column in the fact table showing only the beginning balances, but I can't seem to get this to work in the pivots. It...

I am looking to streamline the preparation of the annual Stat accounts & notes to the financials. Currently, we export the TB and colour-code the GL’s into groups. I am looking to introduce mapping so that the notes to the financials are mapped to particular GL codes and the financial...

Hello all, I am looking for someone with experience building company financial statement models that use circular references to link the 3 financial statements. I am building a 5-year long-range model and basically the model keeps "blowing up" despite the fact that I turned on the iteration...

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: <tbody> Asset Type Description Date Amount OA Bonds...