I have looked around for a step-by-step process for creating a spreadsheet for each calendar year. There are some topics that cover things such as archiving, which is part of my process, but I could not find anything that brought it all together into one set of steps.
Here are the steps I am taking, but I have a few questions. The questions are highlighted in yellow. Also looking for any input on the correctness of this process.
I created the document in Microsoft Word, but since it does not paste with formatting into this editor, I have attached the document as a graphic file.
I watched the webinar for preparing for 2025, and it seems that Morgan from Tiller created a new spreadsheet for each calendar year, which is what this process is doing.
Thanks!