Hi all,

We collect data from clients and then build a net worth statement in Excel. Usually, we just create the statement from scratch each time. I would prefer to be able to enter in the client data and then Excel automatically be able to generate the statement. For example, say for each row you have Name of Account, Owner, Balance & Type, with a drop down for Type to choose Taxable, IRA & Roth. Is there a way to automatically creating a templatized report breaking down total assets by type and owner? I am not sure where to start. If I need to send an example of the data collection and the desired output I can. Otherwise, if I can just pointed in the right direction I love to read and learn new stuff in Excel.

Thanks,

B