View Full Version : This might help someone.


Bob Warner
03-13-2003, 02:56 PM
After reading Jerry Fisk's book, I decided to try out his accounting method. I took all of my 2002 records and sat down at the keyboard. After several hours of typing, I came up with an Excel spreadsheet.

I entered all of my 2002 information into the spreadsheet and took the last worksheet of the spreadsheet to my CPA for my taxes, he loved it.

I file all of my recipts into a small (6" X 12") accordian file and at the end of the month I just plug the info into the spreadsheet. All sales and expenses go into it as well as the taxes I owe to the state.

The spreadsheet does all of the math (good for me) and totals everything on the last sheet. There are two lines per date to add stuff but more rows can be added as needed and the spreadsheet just incorporates the new rows into the calculations.

I am not an Excel expert by any means but this may help someone out. If you have the ability to improve on this, I would like to see your changes.

If you don't have Excel, this link will not do you any good. SORRY

www.warnerknives.com/CKD/Expense2003Blank.xls

Osprey Guy
03-13-2003, 03:12 PM
Hey "Stubby Fingers" Bob-

That Excel spread is pretty cool...Looks real user friendly.

I'd need to spend some time with it before I would even think to offer up a suggestion...

My wife's been bugging me to get working on this year's taxes...Hell, I'm still trying to recover from all my past encounters with the IRS...:eek: :eek: 8o :eek: ;)

Thanks for this useful post.

Dennis Greenbaum

Yeah baby!:smokin

whv
03-13-2003, 06:26 PM
good work, bob. just wondering if you had any experience with any of the commercial software (quicken, peachtree, quick books, etc.) before you launched out on your own version?
thanx

Bob Warner
03-13-2003, 06:41 PM
I have Quicken 2003 Home & Business. I DO NOT have a degree in how to work it.

There is just too much in there for me. I balance my checkbooks in it but that is about it. I have no aspirations to be an accountant and I need to keep things simple to match my brain power.

whv
03-13-2003, 08:35 PM
just too much in there for me my thoughts too, bob. that's why i like your excel approach.
thanx