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It does seem to me though that unless your savings account is extremely active and needs a separate sheet, your main "presenting issue" of taking the rounded up delta and adding it to the Savings Account is really more neatly and clearly handled by combining the two records rather than by generating a separate sheet.Īnyway, see what you think here. Turning what would be two "clearly distinct" sheets into a combined one is (some might say) a radical revision. I realize, of course, that I'm suggesting an altogether different way to accomplish what you were wanting to do. I am assuming you make deposits to and withdrawals from the savings account independent of checking transactions. Did this so that when you do a Savings Account transaction off to the right, it still is clear that the date and time have been used, even though it's blank on the left. What I've done is put the date and time fields in the middle. I would like to be able to still manually add to Savings Account Page, or select from Checking Account Page "Transfer to Savings" & vice versa from Savings to Checking as Well.Ĭan anyone help me with this complex (well complex to me) Excel further revision, mostly cosmetic but with improved clarity and efficiency in mind. Also, Vice Versa From Savings Account "Transfer to Checking Account" Keyword Triggering Result to add New Entry on Checking Account Page. Which in return will send the > Item Date, Description of Purchase, and Rounded Difference automatically to Savings Account Page.Īlso having the option to send amount from Checking Account Page to Savings Account Page by enter a new Entry with Set Key Word "Transfer to Savings" Triggering the Result to add a new Line on Savings Account Page. I was thinking that the columns should look something like this where each Item Line will Display information in this orderĭate > Description of Purchase > Payment / Purchase (-) > Rounded Amount > Total after Rounding > Deposit + > Account Balance.
I have looked for Templates using Google for this feature and found none anywhere, and have tried Discord Discussion Help Groups for Excel. Is there a way that you can help me with finding a solution to be able to Enter the Purchase amount then the information automatically Rounds Up and Displays that Rounded up Number into my Excel Spreadsheet then displays the information of that Item Date and Item Description in a separate page Called "Savings Account" with that information adding to the Savings Account Page and showing the New Balance rather than doing it manually every time I update my Excel with new Purchases Made. Its working great for what I use it for currently, but would like to implement a feature that my bank uses called "Round-Up to Savings" which Rounds-Up each Purchase and places the remainder into savings. The Spreadsheet I have designed is for personal use to keep track of my Checking Account. Hello, I am working on an Excel Spreadsheet.