Now that we have a working checking account sheet, we are going to use this as a template for creating worksheets to track our savings account and credit card. Since we have already done the hard part, we can just copy what we have and use it for our new data entry sheets.
Creating sheets for additional accounts:
| Screenshot | Task Description |
|---|---|
| Since we are using our Checking sheet as a basis for the new sheet, we are going to simply copy and paste. Select all the columns we used (A through D), right click on the Excel column headers and select Copy. | |
Now select the Savings tab, right click in cell A1 and select Paste. All your column headers and data should appear in the Savings sheet. Additionally, the columns should automatically be set to the size they were in the Checking tab. Repeat the same steps for the Credit Card sheet. | |
Obviously, we do not want to use the transaction entries from our checking account, so let’s remove them. Highlight all rows except the starting balance row, right click on the Excel row header and select Delete. Repeat the same steps for the Credit Card sheet. | |
| With a clean slate, enter an opening balance amount for the Savings sheet. | |
| To finish the setup, enter an opening balance (what we owe) for the Credit Card sheet. |
You can add as many sheets as you like following the same steps, however in this article, I am only going to be using those we just set up.
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