Vertex42 Money Manager

firetruckgreen

New Member
Joined
May 29, 2011
Messages
1
Hello, thanks for helping me. I don't use Excel a lot or know much about it.

I'm running Windows 7 Professional and MS Office 2010. I'm new to the Vertex42 Money Management Template which I'm trying to use to learn where my money is going. [http://www.vertex42.com/ExcelTemplates/money-management-template.html] I've entered all my transactions for this year and I've reconciled each month with my bank account. I have not entered a budget. But I have defined accounts, changed and added new accounts (across all three worksheets and double checked them).

Here's my problem: I can't get the report worksheet to display any information. I thought that the report worksheet would take the transaction information and return category spendings and display visual data on my finances. But it doesn't do anything. The whole worksheet is as empty as an untouched spreadsheet. I've clicked on the Year-To-Date checkbox and changed the number in the month box but I can't get it to give me any response.

Your input?
 

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.

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