How to create personalized bookkeeping book in WPS

Source: Internet
Author: User

First determine the specific use of the form, here, set for the 2010 annual personal expenses account. Therefore, you can determine the structure of the table, the first page for the total income and expenditure table and data statistics, the second page for the detailed accounts, the third page for deposits or financial classes.

The first step, a new WPS table, double-click the bottom of the "Sheet1" "Sheet2" "Sheet3", respectively renamed to "Annual Summary", "Classification details", "investment and financial management." (Figure 1)

Figure 1

Step two, draw the table. As shown in Figure 2

Let's start with the table on the second page, "Classification details," because this is the source of the first page of data.

In this page, set up your own income and expenditure of the project, such as figure: with a brief text to identify each item.

Figure 2

In this step, there is a quick way to enter a date, first in the Date line, enter 1, 2, 3, and then select the three boxes, move the mouse to the bottom right corner of the marquee, and when a cross cursor appears, horizontally drag a distance (stay within the range of the row), then there is the number of successive growth, and so on, Until you drag the number you want. As shown in Figure 3, figure 4.

Figure 3

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Figure 4

When you have finished typing, start drawing the table. The WPS table provides a convenient drawing table line function, select the place to watch, and click the form line Drop-down menu to draw the form line. As shown in Figure 5

Figure 5

The third step is to beautify the form. After drawing the form line, to make the classification eye-catching, you can fill in the table color to show the difference. Select a few lines and set the fill color as shown in Figure 6.

Figure 6

Step fourth, fill in the formula.

The following step is a simple summation formula input. In the life expenditure this item, needs to use the formula. Select the "Living expenses" B61 this box, enter "=", then select the requirements and B49 to B55, and then click on the toolbar in the summation symbol "∑" can be. As shown in Figure 7

Figure 7

As the legend shows, the formula for total expenditure should be "=sum (b48:b60)".

and automatically enter date numbers in the same way, select the B61, the cursor moved to the lower right corner, the cross mark, the horizontal drag the mouse, then generate the same line of the same formula.

Finally do the statistical formula. As shown in Figure 8

Figure 8

Select the first grid of the settlement bar, enter "=", and then select the line of requirements and then click the sum symbol ∑, return. The first formula is completed. Repeat input, select the first grid, the lower right corner of the cross cursor, drag the mouse vertically, the completion of a column of the formula entered.

One months of a breakdown of the table is done, copy and paste the form, made a full year breakdown form.

Step fifth, optimize the table. To make it easier to view the table, we'll freeze a portion of the header pane so that the table doesn't look too long.

To do this: Select the second column (column B), the window-the frozen pane (Figure 9). Can. When finished, the contents of the header are fixed and the following data can be displayed by sliding scroll bars.

Figure 9

The seventh step is to do the first page "annual Summary" form. This page will refer to the contents of the second page, so be very careful when doing so.

First write the table header content, must correspond with the main item one by one of the second page. Figure 10

Figure 10

Then fill in the formula.

Method One: Select B2 this one lattice, fill in "= Classification detail!" AG2 ". Where "classification details" refers to the table name, the name of the second form, AG2 is the January payroll summary. Or do not want to remember the formula, you can directly click to refer to the mouse, this is the method two: Select B2 this grid, and then switch to the second page table, click the corresponding content of the grid AG2, enter. The formula is automatically filled in the form.

Figure 11. Figure 12 Example:

Figure 11

Figure 12

And so on, refer to the data in the second table and fill in the sum formula. The first table, the annual summary is also produced.

The third form, "investment and financing" production, according to individual needs, listed stocks, funds, deposits, financial products information. The formula that needs to be used is basically the same as the previous 2 tables.

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