Trying to build a financial tracking system for my small business.

frewert

Board Regular
Joined
Apr 4, 2014
Messages
154
I have a sheet where I enter in expenses manually as I collect the receipts (I buy and sell online).
I have another sheet where I copy/paste my Paypal activities for specific ranges of time.
I have another sheet where I crunch numbers using pivot tables.
My last sheet is an income statement showing revenue, cost of goods sold, taxes, and finally net profit.

This works as I have it but when I go to do things that involve changing the pivot tables by date filter (unchecking 2015) things go wrong. It is because the only way I currently know to link pivot table data is to use the =GetPivotData formula in cells. Since I use this route, I can't change the pivot tables if I needed. The overall pivot tables number crunching page looks congested and hard to read. These are somewhat minor issues but I wonder how I can do all of this better. I'm finding it difficult to modify the =GetPivotData because they don't copy and paste like normal formulas. There must be a better way than to use =GetPivotData at least in the way I am trying to use it.

Here are some jpegs of the sheets. I can provide the excel file if necessary. I need critiques and guidance to make this better. I've never seen examples of how other people do this.

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http://imgur.com/a/t2BYq
 

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jorismoerings

Well-known Member
Joined
Jul 4, 2014
Messages
1,505
Office Version
  1. 365
  2. 2016
  3. 2013
Platform
  1. Windows
Hi,

There's isn't much to do if you don't ask a specific question.
Could you share your file and if possible some specific questions on what we can help you with.
 
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