Excel sum not adding up? Upload it and see which cells are wrong.
Meet the accounting team you never had to hire. Upload the spreadsheet your business runs on. Watch what they do with it.
Six jobs. One spreadsheet.
Four are at work today. Two are next.
- The checkerReads every formula and total, the way an accountant would tick and tie. Names the cell and the fix.Sheet1!E6
- The report clerkTurns the check into one page and emails it to you. In your office, as PDF or Excel too.Total effect
- The analystAdds a line to the report on what is off and what moved.The line
- The record keeperIn your office, keeps the record of every file and report, with versions and dates.Report v1
Two more join next: the controller, who closes the month, and the dashboard maker, who answers the bank before they ask. Neither has started work.
The file is uploaded, checked in memory and never stored. No account to upload.
The checker is going through every formula and total.
Why an Excel sum stops adding up, read by the checker.
The checker names the cell and the fix for each finding.
Sample workbook
The analyst
Your totals are off by $2,900. E6 is overstated by $2,000 because it was typed over its formula. E5 is understated by $900 because D5 is stored as text.
Total effect
$2,900
$2,000 too high on one total, $900 too low on another
| Account | Jan | Feb | Mar | Total |
|---|---|---|---|---|
| Sales | 12,400 | 13,100 | 14,050 | 39,550 |
| COGS | 4,220 | 4,510 | 4,860 | 13,590 |
| Payroll | 6,100 | 6,100 | 6,100 | 18,300 |
| Rent | 900 | 900 | 9002 | 1,800 |
| Net income | 1,180 | 1,590 | 2,190 | 6,9601 |
What to do next
- 1Sheet1!E6The checkerE6 holds $6,960 as a typed number. I add B6 to D6 and get $4,960. Put =SUM(B6:D6) back in E6.
- 2Sheet1!D5The checkerD5 holds $900 as text, so SUM skips it. E5 reads $1,800 and should read $2,700. Convert D5 to a number.