Tables not populating

Use this forum for any questions you might have about Arixcel Accounts. We will also post here announcements and updates.

Tables not populating

Postby Fillupt » 13 Dec 2009, 08:54

I have imported 3 statements and created 3 new accounts. I then proceeded to assign each transaction and have done them all.

However, the Budgets and IS page is still blank. The BS table appears to be populated. No change with Recalculate or F9.

Windows 7 Home Prem x64, Excel 2007 SP2.

Any ideas?
Fillupt
 
Posts: 4
Joined: 13 Dec 2009, 07:25

Re: Tables not populating

Postby Support » 13 Dec 2009, 10:49

Have you set up the time range and populated both "Period" and "Category" columns for all transactions?
Support
 
Posts: 41
Joined: 18 Oct 2009, 15:22

Re: Tables not populating

Postby Fillupt » 13 Dec 2009, 19:46

Yes, all transactions have both columns completed, and i have set the period for the current month (Dec 09) as i only downloaded one month of transactions.
Fillupt
 
Posts: 4
Joined: 13 Dec 2009, 07:25

Re: Tables not populating

Postby Support » 13 Dec 2009, 20:07

Have you added Dec 09 as a column to the IS or Budgets table?
Support
 
Posts: 41
Joined: 18 Oct 2009, 15:22

Re: Tables not populating

Postby Fillupt » 14 Dec 2009, 05:41

I can't see a column where i could?

The IS has a narrow, empty column A, categories in B, a vertical dividing line, then an empty column C.
Fillupt
 
Posts: 4
Joined: 13 Dec 2009, 07:25

Re: Tables not populating

Postby Support » 14 Dec 2009, 07:59

To add columns to the IS and Budgets tables, use the Active Sheet menu, or right-click anywhere on the sheet and select "Add Period" from the pop-up menu. Then choose "Dec 2009", or any other period you would like to see (e.g. 12 months ended Dec 2009). A new column will be added and populated with data from the transactions. Look at the menu for other things you can do with these tables.

Don't hesitate to post here if any further help is needed.
Support
 
Posts: 41
Joined: 18 Oct 2009, 15:22

Re: Tables not populating

Postby Fillupt » 16 Dec 2009, 09:10

Fantastic, thank you.
Fillupt
 
Posts: 4
Joined: 13 Dec 2009, 07:25


Return to Arixcel Accounts support forum

Who is online

Users browsing this forum: No registered users and 0 guests

cron