excel spreadsheet for contributions

  • Thread starter tabylee via OfficeKB.com
  • Start date
T

tabylee via OfficeKB.com

Our church have a program assisting our less fortunate families especially in
tiution fees of their children and medical needs. I have been tasked to
record the contributions and sum it up.

I decided to use Excel as the members of our committee are mor familiar with
it.

Some of the contributions are for general purposes which the committee may
designate their use but most of the contributors have designated particular
family or child as the beneficiary. We do not give the money immediately to
the beneficiary but accumulate them and pay directly to school upon opening
of the school term.

At present, my spreadsheet has date, ref no, donor name, use (purpose),
amount and For column. For donor name and use column, there is data
validation list.

I would like the "For" column to have a dependent data validation list.

If in the "use" column for educational, in the "For" , I will be able to
select the names of the children under sponsorship.

If the "use" column for Medical, in the "For" , I willbe able to select the
names of those we are helping for medical purposes.

Also at yearend, we may be able to see how much were contributed for medical,
educational etc and how much each assisted individual received.

Kindly give us your suggestions.


tabylee
 

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