The Personal Accounts Spreadsheet continues

Hi People

Did anyone have a look at the possibilities for correcting the mistake over a debit being added to the balance, instead of taking it away from the balance.

Well there are a number of options here, two of which we will explore in more detail.

Firstly there is the use of minus values in the 'Amount' column, whenever a Debit is required (when money is taken away from the balance - this is known as a 'Debit'), the value must be put in with a minus sign to allow the calculation in the 'Balance' column to work correctly.

Using this method is going to require the user to make sure that the values are entered with the minus sign when required.  This will easily cause errors in entries as the minus sign will be forgotten, occasionally.

The second method will require the use of an additional column between the 'Type' and the 'Amount' columns.

This column will be used to put the letter 'D' or 'C' into the appropriate row.  The letter entered will be tested, and one of three outcomes will  result in either the Balance being credited (added to), debited (reduced) or NO Change (if any other letter or character other than 'C' or 'D' is placed in the cell).

This is the method we will adopt as it will provide some 'error checking' as well as a thought provoking entry in the new 'D' column

We will make this more obvious by using 'conditional formatting' to colour the amount depending on a '(D)ebit, (C)redit or error input (any other letter, number or character - apart from no value - that is no entry)

Are we ready to do this?

Place the mouse pointer over the boundary line between the C and D columns ( that is at the top of the columns), this will create a double headed arrow if you have in the right place.  Now RIGHT click and select 'Insert columns' and a new empty 'D' column.

All the calculations have been automatically changed to make sure they work as they did before the column was inserted.

We will change the calculation in the Balance column to create the right result for debit and credit transactions and this will be looked at next time


Thank You

Prometheus1618



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