Occasionally I receive emails asking me how to put Biz Books entries in chronological order by date. Maybe you found an old receipt or entered things out of order…that’s fine because the Biz Books formulas don’t care what order you enter the information. However, many of us do like to see things listed in order. If you are interested in ordering an income or expense tab by date, follow these directions below. If you have questions, feel free to ask!
To order entries by date:
Go to the tab/worksheet you are trying to sort.
Go to the Tools menu, then choose Protection, Unprotect Sheet.
Select the cell that says “Date” and highlight down to the rest of your entries.
In the Menu Bar, go to “Data” and “Sort”. (These menu commands may vary depending on the version of Excel or other spreadsheet program you are using.)
In the pop-up box, choose expand the selection. Keep the default to sort by Date/Ascending, and choose “my list has a header row.”
This should put everything in order. Be sure to go back to the Tools menu, choose Protection, Protect Sheet.