creating tax deduction expense report

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Level 1

9 points

creating tax deduction expense report

I'm trying to create a document in which I can enter my tax-deductible expenses for a year and then print them out for my tax accountant. It would be nice if I could enter the expenses in any order and then have it sort the expenses into different tables by category (office, postage, equipment rental etc.). I used to use Quicken for this but I no longer have that app and am hoping to use a spreadsheet. Anybody have a template or a tip I can use?

thank.

2.4 GHz Intel Core Duo Macbook, Mac OS X (10.6.4)

Posted on Sep 6, 2010 10:49 AM

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Answer 1

Barry

Level 9

60,023 points

Sep 7, 2010 12:35 AM in response to Barney Jones

Barney Jones wrote:
Next trick to figure out will be if there is an "automatic" way to get subtotals for each of the categories. Anyone?

In the Numbers '09 User Guide, Chapter 3, Using Tables, see the topic

"Managing Table Categories and Subcategories"

beginning on page 72.

Note that the technique described will display the results of calculations, but won't permit the use of those results in other calculations.

If you want to use the category totals elsewhere (or even to display them elsewhere), check the SUMIF and SUMIFS functions in the iWork Formulas and Functions User Guide. You'll find descriptions of all the functions supported in Numbers there, with examples for each one.

Both guides may be downloaded through the Help menu in Numbers.

Regards,
Barry

PS: See my post in this discussion for an example using the related function COUNTIF.
B

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Answer 2

Barney Jones Author

Level 1

9 points

Sep 6, 2010 11:28 AM in response to Barney Jones

Answering my own question pretty easily: Using the "expense report" template, I've re-named columns to match my needs and named one column "category" where I enter the tax categories (equipment, education, car&truck etc.) Then I can sort on those categories by clicking in the column triangle and choosing "categorize by this column" which sorts them into categories with nice headings. Next trick to figure out will be if there is an "automatic" way to get subtotals for each of the categories. Anyone?

thanks again.

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