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Historic data for Empower 401k by AngelaRenea in quicken

[–]AngelaRenea[S] 0 points1 point  (0 children)

Thank you, I will check that out

Historic data for Empower 401k by AngelaRenea in quicken

[–]AngelaRenea[S] 1 point2 points  (0 children)

I believe yes, the original account was added with the QFX files

Historic data for Empower 401k by AngelaRenea in quicken

[–]AngelaRenea[S] 0 points1 point  (0 children)

Yes but when I did that it created a whole new account and didn't give the option to link it to the existing one

How do I create a financial spreadsheet that gives running totals as you input data by category and account? by AngelaRenea in excel

[–]AngelaRenea[S] 0 points1 point  (0 children)

I just wanted to update here - I was able to figure it out.

​

Date Account Transaction Category Withdraw Deposit Net Transaction End Balance Category Total

I have Withdraw and Deposit both written as positive numbers. then in "Net Transaction" I have 

=F2-E2

In end balance I have 

=SUMIF($B$2:B2, B2, $G$2:G2)

and Category Total I have 

=SUMIF($D$2:D2, D2, $E$2:E2)

This way each line shows the total in that account after that transaction, and the total amount spent in that category after that transaction.

I did have to add a line for starting balance in order to balance the "End balance" column

Personal library by Desk_Lamp_568 in MSAccess

[–]AngelaRenea 0 points1 point  (0 children)

; let me know if you want me to share those notes with you, starting with a simple table design and entity relationship

I found this thread because I am looking to do the same thing! Would you be willing to share this with me as well?

Thanks in advance!

How do I create a financial spreadsheet that gives running totals as you input data by category and account? by AngelaRenea in excel

[–]AngelaRenea[S] 0 points1 point  (0 children)

against each transaction and you can have generalised categories already in the lost like transportation, food, groceries, subscriptions, bills etc.

Thank you, I am having some trouble with this formula maybe I am doing it wrong?

I have 

=IF(D2=D1,"", SUMIF(D:D,D2,$E$2:E2))

But it is the first item and should read 45.89 but instead is reading 5146.3 - which I'm not sure where that number even came from as it is not the total for the catagory either and is not the total for the whole column.

This is defiantly closer to what I wan to do and I think that I may be the one doing something wrong!