Add Quarterly Reports to Regular (Automatic) Spreadsheet

• Click on the March monthly report.
• Right click on tab and go to Move or Copy
• Click on GL Apr in Before sheet: box
• Click in little box on bottom to create a copy
• Click Ok
• Right click on tab and go to Rename
• Type 1Q or whatever you choose
• Click on sheet anywhere
• Click back on tab and go to Tab Color and on over to what color you choose
• Click on line 4 and type in First Quarter Report or whatever you choose
• Click on line 5 and put in dates of report
• Click on the first cell in the 1st Fund account column and income line…for most of you that will be (cell E11).
• Hit equal sign on keyboard then go back to Jan monthly report and click on the corresponding cell (cell E11)
• Hit plus sign
• Go to Feb report..click on the corresponding cell (cell E11)
• Hit plus sign
• Go to Mar report..click on the corresponding cell (cell E11)
• Hit enter on keyboard
• On the new quarterly report, your first cell should be selected (E11). Notice the little black box on the bottom right corner of that cell. That is your “Fill Handle”. Put your mouse pointer over it. Notice how the pointer goes from a fat white plus sign to a skinny black plus sign. That means your fill handle is ready. Click and pull down to first income cell in the last income row (E12) let go of button on mouse.
• While cells E11-13 are still highlighted, grab fill handle and pull across to last fund account (column L)
• Don’t worry about border lines...we will fix that in a moment.
• Repeat for each section.
• Now just put border lines back in by highlighting where you want borders and clicking the borders icon on the home tab in the Font group.

• Now just repeat above steps for 2nd, third and 4th quarters.

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