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    Practical Excel Exercise 2 - Checkbook

    Uploaded by

    shasha
    This document provides instructions for creating a checkbook register in Excel. It includes steps to format the spreadsheet with column widths and number/date formats, enter column headers and labels, input formulas to calculate balances, and enter sample transaction data. The completed checkbook should match the example provided with balances updated in column G.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Practical Excel Exercise 2 - Checkbook

    Uploaded by

    shasha
    306 views2 pages
    This document provides instructions for creating a checkbook register in Excel. It includes steps to format the spreadsheet with column widths and number/date formats, enter column headers and labels, input formulas to calculate balances, and enter sample transaction data. The completed checkbook should match the example provided with balances updated in column G.

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    Original Title

    Practical Excel Exercise 2_checkbook

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    This document provides instructions for creating a checkbook register in Excel. It includes steps to format the spreadsheet with column widths and number/date formats, enter column headers and labels, input formulas to calculate balances, and enter sample transaction data. The completed checkbook should match the example provided with balances updated in column G.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    306 views2 pages

    Practical Excel Exercise 2 - Checkbook

    Uploaded by

    shasha
    This document provides instructions for creating a checkbook register in Excel. It includes steps to format the spreadsheet with column widths and number/date formats, enter column headers and labels, input formulas to calculate balances, and enter sample transaction data. The completed checkbook should match the example provided with balances updated in column G.

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    Download as PDF, TXT or read online from Scribd
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    EXCEL EXERCISE #2: Sure Balance Checkbook

    1. Enter the text below in the cells indicated.


    A1: Sure Balance Checkbook
    A3: Ck. #
    B3: Date
    C3: Item Description
    D3: Debit
    E3: Credit
    F3: X
    G3: Balance

    2. Modify column widths for columns A through F. Instead of selecting the best fit option indicate
    precisely the column width desired. Follow the steps below.

    Step 1: Click the Home tab.


    Step 2: In the Ribbon, click Format.
    Step 3: Select the Column Width option.
    Step 4: Type the desired column width in the box labelled “Column Width” (e.g., 5).
    Step 5: Click on <OK>.

    Use the following widths for each column.


    Column A: 5
    Column B: 8
    Column C: 30
    Column D: 10
    Column E: 10
    Column F: 1
    Column G: 12

    3. Format the numbers to show dollars and cents for all entries in columns D, E, and G. Follow the
    steps below.

    Step 1: Click on the letter at the top of the column to be formatted. (The entire column should
    turn dark.)
    Step 2: Select the Format option in the Home tab.
    Step 3: Select the Format Cells option.
    Step 4: The NUMBER option automatically should be selected (if not, click on the tab labelled
    NUMBER).
    Step 5: Under the Category label, select the option CURRENCY
    Step 6: Under the Symbol label, select $ English (United States).
    Step 7: Under the Negative Numbers label, select the format (1234.10), which is the third choice.
    Step 8: Click on <OK>
    4. Format column B to enter the date transactions. Follow the steps above but select the DATE as
    the category option and 3/14/01 as the Type option which is the fourth choice.

    5. Enter the formulas below in the cells indicated.


    G4: =-d4+e4
    G5: =g4-d5+e5

    6. Enter the information below in the rows indicated.

    Row Ck.# Date Item Description Debit Credit

    4 1/30/12 January Paycheck 1795.86


    5 100 2/1/12 Shell Oil Co. 42.64
    6 101 2/1/12 Pink Palace Enter. 87.34
    7 2/4/12 Cash (Auto Teller) 50
    8 102 2/6/12 Dr. D. J. Houston 75
    9 103 2/7/12 Rent 800
    10 2/10/12 Drug Sales 2500
    11 104 2/11/12 Bail (Drug Arrest) 500
    12 105 2/12/12 Benny the Weasel 3200
    13 2/14/12 Rainy Day Quarter Fund 500

    7. Copy the formula from cell G5 to cells G6 through G13.


    8. Your checkbook should look like the one below.

    A B C D E F G
    1 Sure Balance Checkbook
    2
    3 Ck. # Date Item Description Debit Credit X Balance
    4 1/30/12 January Paycheck $ 1,795.86 $ 1,795.86
    5 100 2/1/12 Shell Oil Co. $ 42.64 $ 1,753.22
    6 101 2/1/12 Pink Palace Enter. $ 87.34 $ 1,665.88
    7 2/4/12 Cash (Auto Teller) $ 50.00 $ 1,615.88
    8 102 2/6/12 Dr. D. J. Houston $ 75.00 $ 1,540.88
    9 103 2/7/12 Rent $ 800.00 $ 740.88
    10 2/10/12 Drug Sales $ 2,500.00 $ 3,240.88
    11 104 2/11/12 Bail (Drug Arrest) $ 500.00 $ 2,740.88
    12 105 2/12/12 Benny the Weasel $ 3,200.00 ($ 459.12)
    13 2/14/12 Rainy Day Quarter Fund $ 500.00 $ 40.88

    9. Save the workbook as Checkbook in the Excel folder.

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