Spreadsheet cleanup
Member spreadsheet for a small LLC
A small LLC's member sheet had grown messy over the years. I merged the duplicates, filled the gaps and got the totals to reconcile.
| A | B | C | D | |
|---|---|---|---|---|
| 1 | Member | Units | Paid in | Balance |
| 2 | Ruiz, Maria | 2 | $1,200 | $300 |
| 3 | maria ruiz | 2 | $1,200 | |
| 4 | J. Park | 1 | $750 | $0 |
| 5 | Okafor, Ben | 3 | $1,800 | $450 |
| 6 | Lindqvist, Eva | $1,350 | $150 | |
| 7 | Park, James | 1 | $0 | |
| 8 | Chen, Grace | 2 | $1,500 | $0 |
| 9 | Okafor, Benjamin | 3 | $1,800 | $450 |
| 10 | Novak, Peter | 1 | $500 | |
| 11 | TOTAL | 14 | $9,850 | $1,600 |
same person twice, or a total that doesn't add upblank cell
| A | B | C | D | |
|---|---|---|---|---|
| 1 | Member | Units | Paid in | Balance |
| 2 | Chen, Grace | 2 | $1,500 | $0 |
| 3 | Lindqvist, Eva | 2 | $1,350 | $150 |
| 4 | Novak, Peter | 1 | $500 | $250 |
| 5 | Okafor, Ben | 3 | $1,800 | $450 |
| 6 | Park, James | 1 | $750 | $0 |
| 7 | Ruiz, Maria | 2 | $1,200 | $300 |
| 8 | TOTAL ✓ | 11 | $7,100 | $1,150 |
totals match the records
Names and numbers changed to keep the client's data private.
What they needed
A small LLC with more than 125 members kept track of everyone’s ownership and payments in one shared spreadsheet. Over time it had grown messy. The same member showed up two or three times under slightly different names, some cells were empty, and the totals at the bottom no longer matched the records.
Nobody could say with confidence who owned what, which is exactly the kind of thing you want to be sure about.
What I did
I went through the sheet row by row and rebuilt it with one clean row per member. That meant merging the duplicates, including the ones hiding under a nickname, and filling the blanks from the records. Then I rebuilt the totals so they add up the rows above them.
The before and after above is a small made-up version of the same layout, so you can see the kinds of problems without seeing anyone’s real information.
How it turned out
All 125+ members are now on one tidy sheet, the duplicates are gone, and the totals reconcile with the records. It’s easy to keep up to date from here.
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