Want to create a Annual Review

Hetz

New Member
Joined
Jan 14, 2004
Messages
3
I have 130 tenants that I am keeping track of there maint. fees for our condo subdivision. I have them listed in a excel work book by Lot Numbers 1-130. Beside the Lot Number is there name in the next column.ending Balance from previous month in next col,Deposit Date in next,Ck. No. 1 in next, Amount Paid in next, Deposit Date 2 in next, Ck. No. 2 in next, Amount Paid in next, Monthly Assement, Total Paid, and last col. Ending Balance. I would like to know how I can give each tenant a Annual Summary of there payments with check numbers and amount paid (if possible with a Ending Balance for there year . I assume it has to do with my Advanced Filter option but not sure how to do it.
 

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santeria

Well-known Member
Joined
Oct 7, 2003
Messages
1,844
Depends on how fancy you want to get.

I have done summaries where I just used autofilter, and it listed entries for Specific Categories, and Subjects, and For Printing Sake, I could do a quick Auto-Sum where Necessary...

Some code around exists that will sort out data in a more invoice style format... depends in if you want quick and Dirty ( but still nice), or slick and super-professional...

(y)
 

santeria

Well-known Member
Joined
Oct 7, 2003
Messages
1,844
Okay... As I said it still depends on what you want...

But, in basic...
If I have a large receipt base in a sheet.And I am submitting to an Accountant a summary in many Categories, I'll do something like this...

Click on the first line/row, click on Auto-Filter
Then with the drop down menus, click on the first item you want to print out... in your case, maybe Lot 1...
This should then bring up all references to Lot 1 in the rows... It will show all the entries associated with that Lot if that is the defining entry for the rows.

If you need to Summarise... Just do so down the bottom... set as you want, then print...

Should work for all the Lots in such a manner, unless you want a more ornate print out run by a macro that does not mean you need to do this for every Lot you look after....

Just one Suggestion...

(y)
 
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