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Creating a shortcut for Accounting

  1. #1
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    Creating a shortcut for Accounting

    I have been using excel for years for doing my annual accounts. I'd like to know if it is possible to create a shortcut for something.

    I have a date, description and amount. In the column next to the amount I would like to be able to type one letter and then it for copy the amount in the previous box to an itemisation box :

    for example

    Col A : Date
    Col B Description
    Col C : Amount

    Col D : (ENTER A LETTER FROM K TO Z)

    Col M : Automatically copies whatever amount is in Col C to the column you choose from K to Z

    i.e.... Column M is Motor expenses so if an M is inputted in to D6 it automatically copies the contents of D6 in to K6

    and then if Column P is Premises then anything in C7 is copied in to P7 if the letter P is placed in to D7...

    This would save a lot of time by manually cutting and pasting it all in to the single cells...

    Thank you in advance if anyone can help

  2. #2
    Forum Guru Pete_UK's Avatar
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    Re: Creating a shortcut for Accounting

    You could put this in K6:

    =IF(CODE(UPPER($D6))-64=COLUMNS($A:K),$C6,"")

    then copy across to Z6, and then copy down as required.

    Hope this helps.

    Pete

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    Re: Creating a shortcut for Accounting

    Here is a VBA solution. Place this in the worksheet events.
    1. Open the VBE (Alt +F11)
    2. In the left window double click on the worksheet needing this code
    3. In the right window that opens, paste this code
    4. When you double click on a cell in column D, then it will copy the data in column C for that row and paste into the column indicated in Column D.

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    Re: Creating a shortcut for Accounting

    Thank you very much for both of these solutions. It would have been slightly easier if I had used the actual column names rather than examples. I would actually like to enter the letter required in Column C and then it to go in to to Columns K through to Z. I have attached a screenshot of the specific example that I am working with. I have just put the letter in to Column C for demonstration purposes....


    Attachment 646432

  5. #5
    Forum Guru Pete_UK's Avatar
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    Re: Creating a shortcut for Accounting

    Your attachment is looked upon as invalid, according to the forum software. Do not use the Paperclip icon for attachments, as it is broken on this forum. Instead, you can attach files like this:

    It would help if you attached a sample Excel workbook, rather than a picture of one.

    To do this, click on Go Advanced (below the Edit Window) while you are composing a reply, then scroll down to and click on Manage Attachments and the Upload window will open. Click on Browse and navigate to (and double-click) the file icon that you want to attach, then click on Upload and then on Close this Window to return to the Edit window. When you have finished composing your post, click on Submit Post.

    Hope this helps.

    Pete

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    Re: Creating a shortcut for Accounting

    I think that has worked....

    Many thanks Pete

    By the way, the VBA option isn't available on Excel for Mac 2008 so I read...
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  7. #7
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    Re: Creating a shortcut for Accounting

    Perhaps this will be an option.
    1. Paste a trimmed and transposed list of headers into C1:C20 (this could be hidden by grouping as modeled)
    2. Paste the following formula into K22 and drag across to AD22: =IF(C$22=K$21,$G22,"")
    Note that as you type the header name into cell C22 it will auto complete.
    Let us know if you have any questions.
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