FINANCIAL STATEMENT MASTERS

Financial statement with item balances on two columns
and
how to access any item balance for grouping into totals


(Explanations on how to do the comparative presentation with the prior period are provided further below)



Building a financial statement with item balances presented on two columns





Particularity

Clicking ‘Total’ button in cell E20, only the item balance E10 is listed in the ‘Ungrouped Items’ list, according to the algorithm used for Total.






List All Items feature

Clicking 'List All Items' at the bottom right will temporarily list all the items (except the items that are grouped into the Total) in the Ungrouped Items right list, allowing you to group any item appearing in the worksheet.







Comparative presentation

To get a comparative presentation like this




Copy the two columns

Click the Select Period button

Check the period and click OK.




Finalize the presentation, such as merging the title cells









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