Main Menu

The ‘Main Menu’ contains the registration details and a macro (function) that converts the dates into either a US or European format.  The date conversion only needs to be set once and is only possible when the registration is complete.  It will not convert dates already entered.  It is therefore important to decide on a date format prior to entering data to avoid manually changing the dates retrospectively.  The ‘Main Menu’ also acts as a navigational menu for the other worksheets.

Help

The Help worksheet contains a list of all the macro buttons that perform the various functions.  It also explains all the data entry cells.  The worksheet contains the same navigational menu as the ‘Main Menu’.

Budget

The ‘Budget’ worksheet contains information from the individual account sheets that are created via the ‘Summary’ worksheet.  Information may also be entered manually.  The worksheet contains the same navigational menu as the ‘Main Menu’.

Summary

The ‘Summary’ worksheet contains a summary of all the accounts entered via the ‘Summary’ worksheet.  The ‘Summary’ is also a navigational tool to access individual accounts by selecting the name of the account in the form of a hyperlink.  There are several functions in the ‘Summary’ worksheet such as a basic search function and the ability to sort, delete or archive accounts.  The ‘Summary’ will remain blank with no account details until new accounts are created.  The creation of an account will result in an additional worksheet with its own navigational menu.