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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
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).
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).
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
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

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Part 11 - Year End Summary

  • 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