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2001 ]
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I agree with the idea of linked worksheets. It allows
the raw data to be entered in full detail and the
information you need to have collected or compared (or
whatever) linked in a summary worksheet. It allows
the flexibility to change the organization of the data
quickly.
Another issue related to this task might be worth
taking up when we are further along with this one:
How can reports, bills, invoices, be scanned into a
"map" from which the data can be extracted by OCR to
avoid the typing?
TIA,
Mark Henigan
--
John Hlavac wrote:
>
> Oh what a cool suggestion. It kinda suggests a separate worksheet for
> each fund or asset. You could put the contribution correction columns
> here negating the necessity for putting them on the summary sheet.
>
> Peter Skye wrote:
>
> > Try to design it for ease of entering the data. If you get a monthly
> > statement that shows everything, I'd put all the info on one page
> > ("worksheet"). That makes it easier to type it in.
> >
> > In general, all my account verification spreadsheets duplicate what is
> > done by the _other_ guys' computers. It's much easier to enter the data
> > since you just have to copy what's on the printed statement, and it's
> > much easier to find any typing mistakes because the "total" column on
> > the spreadsheet stops matching the "total" on the printed statement at
> > the line where the error occurs. Just use a column for a "datatype key"
> > so the spreadsheet knows what to do with each value, for example "B" for
> > a balance and "C" for a contribution.
> >
> > - Peter
> >
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2001 ]
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