How should I organize this?

[officelurker]

Hi all...I need some help.

Every month I enter deposits into an excel sheet. Up to now I have kept a separate tab for each month. Each deposit every month has about 30-40 rows of data in four columns titled DATE, NAME, AMOUNT, NOTES.

But I am thinking for only four columns and 40 rows, should I really be using tabs as it makes it a bit of a hassle to switch tabs and find a deposit that I am looking for.

I was thinking about putting each year of deposits into a single sheet and have yearly tabs instead of monthly.

I just don't know how to organize each sheet so that the data is visually appealing and usable.

Any ideas? I have attached a sample file.

 

[Chihiro]

Personally, I'd organize data into table and use PivotTable to summarize data.

See attached.

 

[officelurker]

Ok thanks....the thing is that I then send the deposits spreadsheet file to my accountant and he is not well versed in such things such as PivotTables and how to navigate them.

 

[David Evans]

Ok thanks....the thing is that I then send the deposits spreadsheet file to my accountant and he is not well versed in such things such as PivotTables and how to navigate them.

Well, if you're accountant is not versed with Pivot Tables, it might be time for him/her to learn - they are an essential tool for financial analysis in 2016. We get a lot of folks around here who are wary of Pivot Tables; surprisingly they will try to use array formula which are far more dangerous for the uninitiated, IMHO.

Here's one very straightforward introduction -