Calculations help automate, organise and standardise how you handle complex or repetitive figures within your workpaper. This article walks you through the different ways you can add a Calculation, no matter where you’re working from.
If you’d like a refresher on what Calculations are and how they work, head over to the Calculations Explained article.
Option 1: Add a Calculation via a Worksheet
The most common way to add a Calculation is from a worksheet (either in the Trial Balance or a leadsheet):
Navigate to the Trial Balance or leadsheet tab and click on the account you want to work on - this opens the relevant worksheet.
Go to the Calculations tab.
Select + New Calculation
You’ll see a set of tiles grouped into:
Suggested - based on the tag of the worksheet.
In this Workpaper - worksheets already added elsewhere in the workpaper (you can link them here too).
Other Templates – a list of available Calculation templates.
Click + Add on the relevant tile to add the Calculation to your worksheet.
Option 2: Add a Calculation via Other Schedules
You can also create and link Calculations via the Other Schedules tab:
Go to Other Schedules from the left-hand navigation.
Select New Schedule to open the list of available schedule templates.
Click + Create next to your chosen schedule. This sets up a generic worksheet and adds the desired calculation under the Calculations tab.
💡 You can also add a Calculation to any existing blank schedule in this area by adding these under the Calculations tab.
Option 3: Add a Calculation via the Calculations Page
You can also add Calculations directly from the Calculations page:
Open the Calculations page from the left-hand workpaper navigation.
Click New Calculation.
You’ll be presented with the full list of Calculation templates. Use the search or scroll through the titles.
Click + Add to insert it into your workpaper.
Visibility through the Calculations page
No matter where you add a Calculation from - whether it’s the Trial Balance, Leadsheet, Other Schedules, or the Calculations page - it will always appear in the main Calculations page. Here, you’ll see:
A progress dial for each Calculation
Any tags applied
How many worksheets it’s currently linked to