michael j. harr, mba
one-time transactions

adding one-time transactions

To add a one-time transaction, follow these steps:
  1. Go to the first open row on your cash flow spreadsheet
  2. Enter the date, payee/payor description, and cash in/cash out amount
  3. 'Bank Sort' the spreadsheet

editing one-time transactions

To edit a one-time transaction, follow these steps:
  1. Locate the row with the transaction that requires editing
  2. Enter the edited date, payee/payor description, and/or cash in/cash out amount
  3. 'Bank Sort' the spreadsheet

deleting one-time transactions

To delete a one-time transaction, follow these steps:
  1. Locate the row with the transaction to be deleted
  2. Click and highlight the date, payee/payor description, and cash in/cash out amount (NOTE:  Never alter any cells in the 'Balance' column)
  3. Press the delete key
  4. 'Bank Sort' the spreadsheet

comments, questions, suggestions

‚ÄčIf you have any comments, questions, or suggestions, please use the form below to email me directly. I reply to most emails within one business day.