notices - See details
Notices
JV
Jason Voss, CFA (not verified)
22nd June 2015 | 2:05pm

Hi Rob!

First, nice to hear from you. I hope things in Colorado are wonderful.

Second, in answer to your excellent question. I am not sure what you mean by time consuming. Do you mean did it take minutes-hours-days-weeks to create the quarterly statements? Not sure which time scale you meant. For me, for each company I followed it took a once-per-quarter update of about 20 minutes in an Excel worksheet within a workbook. The creation of that worksheet took about 5-10 minutes at the outset. However, I am wicked-crazy-fast with Excel shortcut keys, and know how Excel works at a high-level. So my time investment was pretty minimal once the initial, normal, non-quarterly time scale spreadsheet was created. So the shortcut here is to create a copy of your normal, non-quarterly time scale worksheet and then copy your columns over to the total quarters you are wanting to examine (for 5 years, you would have to create 15 additional columns). If you do this cleverly by inserting your new columns in the middle of the existing columns then any ranges you have already created in formulas should retain. I hope that makes sense.

With smiles!

Jason