duhgal,
This is a simple Excel Work book template, that I use with a "Special Needs
Trust" that I have. It's basically a ledger with categories, and a summary page
for the year, with the monthly subtotals included.
You can download it, choose the option of downloading it a different way, no
need to add ActiveX key from the site. Download it to a folder other than the
desktop.
http://www.savefile.com/downloadmax/2017094
Once it saved, you will need to make some adjustments:
1. Click on the template to open New Document.
2. Right click one of the tabs> Choose Select All Sheets> Under View> Headers>
Alter the Header to you preference.
I put a generic Header there.
3. There are three (3) columns labeled "Misc#", that you can rename to an
expense that I haven't used already.
4. Close/Rename/Save the file to a folder of your choosing. Then when you need
to data to it you can just click on the Excel file.
5. When 2010 comes around, click on the template; you will need to change the
date in "A2" on the individual sheet tabs for the year of the Work book. On the
Summary Sheet, use Jan 1st of the year for that workbook. Also you will need to
make changes in the header, then save the file with a new name.
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<<Previous Text Snipped to Save Bandwidth When Appropriate>>
I am a new assinged Social Secuirty Rep Payee for my adult son ands was
looking for some simple forms to streamline the process. I have some excel
worksheets and found some petty cashr eceipts but I was wodnering if anyone
knew of any already esigned templates that might work for this purpose.
Simple cash receipts as well. I di find the petty cash ones but was curious
if ther where any simple ones or any info on these tpyes of templates.
