I have two spreadsheet formats that I use for recording securities transactions (I'm using Office 2000 - still). The Transactions spreadsheet records data such as purchase date, cost, proceeds, gain or loss, etc. The Schedule D spreadsheet is simply that - it records the information from the Transactions spreadsheet for IRS reporting purposes. I perform this routine for about 20 accounts.

What I would like to be able to do is to enter data into the Transactions spreadsheet for a specific account, and to then have that data automatically entered into the Schedule D spreadsheet for that account without my having to copy each item individually.

Since all transactions (buy and sell) are not necessarily completed in the same year, it would also be ideal to copy this info to the Schedule D worksheet only when a sale occurs, but that may be asking too much.

Thanks in advance for any thoughts.

Colonel Biggs
Houston, Texas