Daily Operational Balances

[ismafoot]

Hi everyone,

I have a few accounts for a client. These accounts have daily operations represented as incoming or outgoing money transfers. I am trying to figure out what would be the easiest and best way to visually display this information on excel without having seperate sheets or workbooks. The data entry rep should be able to have a view of transactions that happened in the past as well as entering new transactions. But simply putting successive dates of each month (i.e jan 1, jan 2, jan 3, ..., mar 1, mar 2, ....) would be too rudimentary.

Any recommendations?

[FDibbins]

I think you will need to upload a small (clean) sample workbook (not a pic) of what you are working with, and what your expected outcome would look like.

To attach a file to your post,
click advanced (next to quick post),
scroll down until you see "manage file",
click that and select "add files" (top right corner).
click "select files" find your file, click "open" click "upload" click 'done" bottom right. click "submit reply"

Once the upload is completed the file name will appear below the input boxes in this window.
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