Income tracker ideas

bobbybrown

Board Regular
Joined
Apr 17, 2015
Messages
121
Hi guys,
I have the need for a spreadsheet at the moment that tracks income each day and totals it per month.
There can be 2-3 occurances each day that need tracking, at the moment I have a really simple system that is a list of dates (days of the month), I enter the amount next to them and auto sum them at the bottom.
I have to keep manually moving things around to add extra inputs for the days with more income, which is a pain. For Feb so far for example I am up to 31 lines, so it has the potential to get quite messy.

I have another sheet that totals everything up and tells me at a glance the totals for Jan, Feb and so on, then a running total at the bottom.

Is there a better way to do this so I don't have to manually move things around each time there is a duplicate day?
Ideally I would like to be able to enter the date in to a box, enter the amount and have it build the sheet for me so I don't have to move things and edit columns etc.

Any advice appreciated,
Thanks in advance
 

Excel Facts

Test for Multiple Conditions in IF?
Use AND(test, test, test, test) or OR(test, test, test, ...) as the logical_test argument of IF.
My suggestion would be to have data Table with two columns, Date, and Amount.
Then create reports (formulas, pivot tables, whatever based on that Table).
By using a Table, and using references to that Table in the formulas or pivot tables you don't have to update your data references.
 
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