Let’s start out with some basic excel tips for customizing your free manual excel spreadsheet.
Give the Heading Some Personality:
Adding or Deleting Fund Accounts:
You can delete the funds you don't need or you can simply hide them to use later...
Highlight the accounts you want to hide and right click your mouse; go down to hide and click. You would then need to do that to all the reports...but when you need the extra accounts they are there to unhide and use.
Delete Fund Account Columns:
Add Fund Account Columns: