1. PAT 3 – Guide
Part 11 – Year End Summary
This tab is optional. Choosing not to use it will not affect other
areas of the workbook
2. PAT 3 – Guide
One of the limitations of the workbook comes when preparing summaries for accounts other than the
General Account (as only transactions entered under the general account appear on the
receipts/payments summaries and budgets and the ad-hoc summary).
In order to prepare a summary of these additional accounts, you can use the year end summary by
following these simple steps:
1. Select the Account you wish to show a
summary for (in the green cell).
2. Press the blue refresh list button.
3. Enter your previous years comparative figures in the green cells.
4. You can show all rows by clicking the incorrectly named red button
(ie. for columns read rows).
3. PAT 3 – Guide
5. You can hide any rows by first Then right click anywhere on the highlighted row
highlighting the rows you wish to numbers and select hide (different versions of
hide. excel may look different, but the principle is the
same).
4. PAT 3 – Guide
In order to produce summaries for additional accounts, you can use the year end summary.
If you have more than one account for which you wish to use this form, you can use the “new/copy”
function in Excel to produce your own duplicate tabs.
1. Right click on the Year End Summary Tab and select Move or
Copy
2. Ensure that the Year End Summary tab is highlighted in
the Before sheet list and tick the Create a copy box
5. PAT 3 – Guide
3. Once this is done, click OK
4. You can do this multiple times if you have
many additional accounts and these can be
re-named by following step 1, but selecting
rename instead of Move or Copy