Copying the "Account" sheet

[Prashanth77]

Hi Igor,

I have been playing a little bit more with the spreadsheets.

The question I now have is as follows:

I created two account books, the first one to give me a blue print of my 2008 financial statement and the second one to give me my blue print for 2009. While attempting to create the 2009 blue print, I wanted to copy the list of accounts that I had created in the 2008 account book and "copy" it into the 2009 account book. It looks to me that "copying" the account sheet doesn't really generate the necessary worksheets for the accounts listed in the "Accounts" sheet if it is copied.

Is there a way to make this task easier especially if I am trying to create separate account books for each calendar year rather than manually typing and recreating the account list for every account book that I create?

I was unsure where to post this message, whether to post it in the "Feedback" forum or here, so I ended up posting it here. If you feel the "Feedback" forum is more appropriate please move this post to that forum.

Thanks!
Prashanth

[Support]

Hi Prashanth,

Thanks for your post - it's a good question. You are right, if you just copy the Accounts sheet into another spreadsheet, it won't work. So you would need to create all the accounts there from scratch.

However, there is probably a simpler way. If I wanted to create a new 2009 book based on an existing 2008 one, I would go to the Active Book menu and click on Set Time Range. I would then tick the box "Delete redundant data" and change the range so that it starts from "2009 Jan" and ends "2009 Nov" (it's November now and I would want to allocate any transactions to future). Arixcel Accounts would then delete all the old data from the book, leaving only 2009 transactions (if any), and also making the opening balnaces correct. Would it achieve what you need?

Actually, we thought that most users would prefer having an account book that covers many years. You could do a year-on-year comparison on the Income Statement in that case (by adding 12 month long periods and deleting old 1 month long periods from there if they are of no interest). Arixcel Accounts can easily cope with many thousand transactions in one book. Why do you want to create a separate one?

Regards,

Igor Popov
Arixcel Support

[Prashanth77]

Hi Igor,

Thanks for your reply!

I thought that creating separate "reports" for every calendar year would make it easier for me to just look up the information for that particular year. But like you have rightly pointed out, it can be a pretty cumbersome task; especially if I have created a "category" list that I want to import into every account book that I create for every year.

Your idea of altering the date range would work just fine to accomplish what I need to do.

Thanks again! The more I work with Arixcel, the more I like it!!

Regards,
Prashanth