Summing formulas in a financial statement

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The following steps illustrate one way of entering summing formulas into the worksheet to calculate a total.


  1. Insert a totals row (for example, row 10).
  2. In the Amounts field press the F5 key to open the Formula dialog.
  3. Select the Row option, click the Clear All button to clear any Formula entries in the Formula field.
  4. Enter 7 in the first row field, and in the second row field, enter 8, and then click the equals operator button. The formula should look like the following illustration.


See also

Overdraft account example

Using formulas

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