DateDescriptionTypeDebitCreditBalance1/1/2018January Rent ChargeCharge$800.00$800.001/1/2018Rent ReceivedCash$800.00.002/1/2018February Rent ChargeMonthly Rent Charge$800.00$800.002/5/2018Late Rent ChargeLate Fee Charge$25.00$825.00As you can see the above tenant ledger. I want to be able to make fillable areas add or subtract as they go in the running balance. Not sure where to start on this one. Any help appreciated.

Participant

Answered

I want to make a PDF tenant ledger for rent.

Forum|Forum|7 years ago
May 26, 2018
3 replies
3622 views

Date	Description	Type	Debit	Credit	Balance
1/1/2018	January Rent Charge	Charge	$800.00		$800.00
1/1/2018	Rent Received	Cash		$800.00	.00
2/1/2018	February Rent Charge	Monthly Rent Charge	$800.00		$800.00
2/5/2018	Late Rent Charge	Late Fee Charge	$25.00		$825.00

As you can see the above tenant ledger. I want to be able to make fillable areas add or subtract as they go in the running balance. Not sure where to start on this one. Any help appreciated.

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Correct answer George_Johnson

What you want is fairly simple to set up in Acrobat. Here's a link to a good tutorial that discusses the various options for creating calculated fields: https://acrobatusers.com/tutorials/print/how-to-do-not-so-simple-form-calculations

A few tips:

- Set calculated fields to read-only

- Understand what the field calculation order is and why you need to set it correctly.

Bevi Chagnon - PubCom.com

Legend

But wouldn't it be easier to just do this in Excel or another spreadsheet program?

This is a lot of work to do this in Acrobat.

|    Bevi Chagnon   |  Designer, Trainer, & Technologist for Accessible Documents ||    PubCom |    Classes & Books for Accessible InDesign, PDFs & MS Office |

Bevi Chagnon - PubCom.com

Legend

OK, now I understand.

First, you have to create the form skeleton in some other program, other than Acrobat. Use Word, InDesign, whatever! to create the visible grid lines, labels, column headers and anything else BUT the form fields or the field data you show above like "January Rent Charge".
Export your blank form skeleton from your program to PDF.
Open it in PDF, and use the Forms tool to add the form fields, additions, and other math formulas.

You'll need to look at some tutorials on creating forms in Acrobat first, especially about doing the math on the fields.

https://helpx.adobe.com/acrobat/how-to/convert-word-excel-paper-pdf-forms.html

https://helpx.adobe.com/acrobat/using/pdf-form-field-properties.html

https://helpx.adobe.com/acrobat/using/pdf-form-field-basics.html

|    Bevi Chagnon   |  Designer, Trainer, & Technologist for Accessible Documents ||    PubCom |    Classes & Books for Accessible InDesign, PDFs & MS Office |

jessicab69042135Author

Participant

I've done all that above. My form was created in Word. The information you provided is basic and does not cover formulas from an advanced level. If I did this in Excel the formulas don't transfer to PDF which is a must for the project I am working on currently. I used to know how to do this, but was in a car wreck and had some brain damage. I am struggling to recall the steps to make this work. Thanks for your time though. Much Appreciated!

Bevi Chagnon - PubCom.com

Legend

And what's your question?

We're great gurus but not mind readers!

|    Bevi Chagnon   |  Designer, Trainer, & Technologist for Accessible Documents ||    PubCom |    Classes & Books for Accessible InDesign, PDFs & MS Office |

jessicab69042135Author

Participant

Sorry, I thought it was very clear, "I want to be able to make fillable areas add or subtract as they go in the running balance."

Not sure what else can be said....hmmmm.

I want the debit amount or the credit amount to add/subtract it to the balance.

I want the balance to continue for each month as I put rent charges in or receive rent.

G

George_JohnsonCorrect answer

Inspiring

What you want is fairly simple to set up in Acrobat. Here's a link to a good tutorial that discusses the various options for creating calculated fields: https://acrobatusers.com/tutorials/print/how-to-do-not-so-simple-form-calculations

A few tips:

- Set calculated fields to read-only

- Understand what the field calculation order is and why you need to set it correctly.

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