Help Using Spreadsheet for my company Expenses

I own a medium tier Landscaping Company and want to log all my expenses into a spreadsheet to make life easier for my Accountant at year end. I've started using numbers, and am studying the iwork 09 Apple training series. Can anyone help make this easier for me? Basically, I want to have categories such as: Fuel, Sod, Aggregate, Office Expenses, Advertising, Insurance, Misc, etc and add all the receipts, and have a total at the end before and after tax. What might make it difficult is that it is going to include a lot of entries. ie, 300 gas receipts over a year for example. Any advice? Thank you very much. (Truly Appreciated)

Hi Sean,
Welcome to Apple Discussions and the Numbers '09 forum. Glad to see you found it.
Advantage98 wrote:
Can you show me the steps to create the summary?
Here are the steps:
Open the document containing the Ledger.
Click on the Tables button, then choose the "Sums" table style from the menu list.
Move the mouse over the first column's reference tab ("A") and click on the triangle that appears.
From the menu, choose Convert to Header Column.
Fill in the column headers in the first row (These can be changed without affecting the table.)
Fill in the Rw headers in the first column. (These must match the categories in your Ledger table.)
Add rows if necessary.
Delete the =SUM(A) formula from the first cell in the bottom row. Retain the formula in the other cells in this row.
=SUMIF(ExpenseLedger :: $B,$A2,ExpenseLedger :: C)
Enter the formula provided in Jerry's post (copied above) into cell B2. (Note that "Expense Ledger" should be replaced with the name of your Ledger table if it's not "Expense Ledger")
Click on and drag the control (small circle at lower right of the selected cell) down to expand the selection and fill in the formula to the last body row of the table.
Release, then click again on the control and drag right to fill the remaining two columns with the formula.
Done.
The best thing that I accomplished today was finding this discussion forum.
While you're on a roll, I's suggest you download (and spend some time with) the Numbers '09 User Guide and the iWork Formulas and Functions User Guide. Both are available through the Help menu in Numbers.
Regards,
Barry
Sean

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