I am using Excel to enter business expenses from my checkbook. (I do not need double-entry.) I set up my main categories to match Sch C.
I am a sole proprietor
This is my first tax season with Office 2016, and I'm still working out the kinks. A lot seems to have disappeared, is hiding, or has been renamed.
I set up 4 columns:
payee - Sch C type [office expense, journals] - detail [envelopes] - amount
Col. B is the name of the payee; col. C is the Sch C type; col. D is the detail; col. E is the amount. (Col. A is the date.)
When I used Office 2003, I was able to sort by specifying a column as the "control" and highlighting the columns to the right of it. I cannot find how to do that in 2016.
In the past:
After I entered the check register, I opened a new sheet and copied cols. B/C/D/E to it. Then I alpha sorted on col. B (Sch C category), bringing along the cols. C/D/E also. That is, 4 columns were alpha sorted, governed by first letter of col. B.
Then I alpha sorted again until I ended up with the expense detail and the amount, in alpha order by detail (col. D).
I can alpha sort based on col. B, but I can't figure out how to re-alpha sort on C, etc. I have been all over the Web. I have "Office 2016 for Dummies" – which doesn't even index on "sort"!
I hope I have described clearly what I want to do! If not, please let me know. Thank you in advance!
Sort is found in Data/Sort. Choose Sort by Column B, then click the "Add Level" button, then Sort by C, etc.
Or, you could simply click anywhere in E, then click the A-->Z icon near the Sort button, then click in D, click the button, then click in C, click the button, then B & click the button and you will have sorted B major, then C then D then E, as you wish.
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