I've read for a long time, but this is my first time posting. For a project I'm working on, I need to format Excel trial balance data into a "balance sheet."
Basically, I have the balance sheet template in another sheet and the trial balance data in one spreadsheet ("Data") ("Balance Sheet")
I must add information to the balance sheet from the ("Data") sheet ("Balance Sheet"). I can't seem to get my head around how to do this.
I have two macros: one that sums up each group of accounts, and the other that formats the trial balance data by account number (ex. all cash accounts are summed together on one line in the balance sheet). However, because this code is now hard coded to the data in the balance sheet, I am having difficulties making it reliable and adaptable. How can I make this code more adaptable so that it correctly populates? (for example, if I added another "cash" account to the cash group, it would add that amount to the "cash" line in the balance sheet)