Excel 2003 Question, please help a Newbie

jaes · 04-10-2007, 05:44 PM

BACKGROUND: First, my wife and I are "Mom & Pop" landlords. Second, I am not good with computers. Recently I learned that my computer had Excel 2003 pre-installed when I bought the computer---so, I went to Library and read through 3 books on Excel 2003. To make things easier for my wife (she keeps the records), I was able to set up a "Rental Income" file for year 2007----there are 12 spearate "books" in the file, --one "book" for each of the 12 months (Jan, Feb, etc). Most of the time tenants pay the full balance due each month. HOWEVER, occasionally, a tenant does not pay all balance due. My my wife says that there should be a way to have the Excel program communicate data between "books.---Specifically, for example, if all rent is not paid in January, that fact and the balance remaining/due should be automatically brought forward in to the next month (e.g., Feb) --She suggest that it be automatically brought forward to the next month-- in a field labelled: "Previous Balance Due." QUESTION: Is there a way to communicate data between "books" (in this case, months of the year) in an Excel 2007 file??? Telling me the exact steps would be great---or, referring me to a book would be a good 2nd alternative. (Again I've read 3 books, including "Excel 2003 for Dummies"). Any help would be most appreciated. Jaes.

jjsevdt · 04-10-2007, 08:28 PM

I'm going to PM you my email adress. If you would do the same I can send you a file I threw together.

jjsevdt · 04-11-2007, 02:39 PM

Alright, I sent you an email. I think the easiest thing if you don't understand my email is send me your file and I can throw some formula's into it. Perhaps I'll find some other things that will help you out.

jaes · 04-11-2007, 06:40 PM

jjsevdt, thanks so much for all the trouble you're going through to help out! Just before leaving for work, I decided to log on to this forum ---I saw your latest post/message. Thanks for your help, I won't be able to get to my email until late tonight (after work); but, I just had to post my appreciation to you. Thanks again. ---Jaes.

ApexHack · 04-12-2007, 02:40 AM

If it were me I would use a accounting/bookkeeping program like Quickbooks or Peachtree. It will make life a Hell of a lot easier. They are very easy for the uninitiated to learn.

Cheers

04-10-2007, 05:44 PM	#1 (permalink)
jaes New Member Join Date: Feb 2007 Posts: 8	Excel 2003 Question, please help a Newbie BACKGROUND: First, my wife and I are "Mom & Pop" landlords. Second, I am not good with computers. Recently I learned that my computer had Excel 2003 pre-installed when I bought the computer---so, I went to Library and read through 3 books on Excel 2003. To make things easier for my wife (she keeps the records), I was able to set up a "Rental Income" file for year 2007----there are 12 spearate "books" in the file, --one "book" for each of the 12 months (Jan, Feb, etc). Most of the time tenants pay the full balance due each month. HOWEVER, occasionally, a tenant does not pay all balance due. My my wife says that there should be a way to have the Excel program communicate data between "books.---Specifically, for example, if all rent is not paid in January, that fact and the balance remaining/due should be automatically brought forward in to the next month (e.g., Feb) --She suggest that it be automatically brought forward to the next month-- in a field labelled: "Previous Balance Due." QUESTION: Is there a way to communicate data between "books" (in this case, months of the year) in an Excel 2007 file??? Telling me the exact steps would be great---or, referring me to a book would be a good 2nd alternative. (Again I've read 3 books, including "Excel 2003 for Dummies"). Any help would be most appreciated. Jaes.

04-10-2007, 08:28 PM	#2 (permalink)
jjsevdt Diamond Member Join Date: Jun 2005 Location: San Antonio, TX Age: 25 Posts: 1,023	I'm going to PM you my email adress. If you would do the same I can send you a file I threw together. __________________ C2D E6420 @ 2.13GHz on AsRock 4CoreDual-VSTA 2GB DDR2 533 1 - 80GB \| 1 - 60GB BFG Nvidia 7600GS Soundblaster Audigy PSN: JjSeVdT XBOX Live: JjSeVdT

04-11-2007, 02:39 PM	#3 (permalink)
jjsevdt Diamond Member Join Date: Jun 2005 Location: San Antonio, TX Age: 25 Posts: 1,023	Alright, I sent you an email. I think the easiest thing if you don't understand my email is send me your file and I can throw some formula's into it. Perhaps I'll find some other things that will help you out. __________________ C2D E6420 @ 2.13GHz on AsRock 4CoreDual-VSTA 2GB DDR2 533 1 - 80GB \| 1 - 60GB BFG Nvidia 7600GS Soundblaster Audigy PSN: JjSeVdT XBOX Live: JjSeVdT

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04-11-2007, 06:40 PM	#4 (permalink)
jaes New Member Join Date: Feb 2007 Posts: 8	jjsevdt, thanks so much for all the trouble you're going through to help out! Just before leaving for work, I decided to log on to this forum ---I saw your latest post/message. Thanks for your help, I won't be able to get to my email until late tonight (after work); but, I just had to post my appreciation to you. Thanks again. ---Jaes.

04-12-2007, 02:40 AM	#5 (permalink)
ApexHack Bronze Member Join Date: Jan 2007 Posts: 53	If it were me I would use a accounting/bookkeeping program like Quickbooks or Peachtree. It will make life a Hell of a lot easier. They are very easy for the uninitiated to learn. Cheers