I have created an monthly budget spreadsheet on excel with a calendar. Formula to show the recurring expenses in the calendar? (Example: Rent/Mortgage on the 1st of every month).
This is what I have : Monthly Budget.xls‎
I am creating an employee work register to record working days and hours both in the office and remotely. I am doing this using Excel, where one spreadsheet represents one month and each cell represents a day per person. I want to enter everyone's working hours for the first week of the first month and then use a formula or another feature to replicate that pattern across the entire month/year, i.e. add a recurring event.
At the moment, I have twelve worksheets in a workbook for each month and each worksheet looks like this:
DAY | DAY | DAY >> (all the way to the end of the month)
NAME
NAME
NAME
NAME
NAME
I am working on a budget spreadsheet and want to find a formula that will automatically tell me what my take home pay is depending on the yearly salary and see if covers my expenses (linked to another spreadsheet). It will be easier to budget my expenses depending on my salary. My attempts to create IF and = haven't worked.
View 2 Replies View RelatedI am trying to create a spreadsheet that will keep track of budget spent and budget remaining.
I need the values to take what is spent from expenses claim forms that are filled out,
Each budget category has a code and within that code there are sub heddings
I am looking for a formula to sort out a budget problem I am currently working on... I am guessing that the formula is pretty simple but my mind is blank...
What I am trying to do is:
Cell A1 is my cash budget
Cell A3 is actual cash used
Cell A5 is The Difference between A1 & A3 (sum A1-A3)
What I want in Cell A7 is a formula to tell me if my Budget is over 50% either way..
For instance if A1 = 100 and A3 = 155 then I am 55% over and would like a note to appear saying "Explanation required".
If A1 = 100 and A3 = 45 then I am 55% under my Budget and would like a note to appear saying "Explanation required".
Working on a Checkbook Register/Monthly Budget.In column A I have the Check # or Type of Transaction, in column D is Debit, in column F is Credit, and in column G is Balance. I am writing the Check #, Debit, Elect., or Bill in column A.What I want to do is write a formula in column H to find all the Bills in column A and add all there Debit in column D together. I don't know if I change the word Bill to a code # if that would work or not. If it does, could I use a range of number of different bills like 200-299.
Example: If (A2-A50) = "Bill" or (200-299) add the same row # in column D for a total sum.Would like to use the code # if possible so I can budget the Bills individually if possible.
Using the Formula: =IF(ISBLANK(C3),"",G2-D3+F3) in column G for Balance, don't want to mess with this formula.
I've devised a monthly savings sheet to allow me to track my savings towards a deposit on a house. My target is £xxx a month, but as I could contribute loose amounts of money I'd like to be able to display a field next to each month of how much over I've contributed or how much under I've contributed.
I'd like this to be represented as:- If I contribute more than £xxx for a month then display it as green text and calculate how much over has been contributed.
If I contribute less than £xxx for a month then display it as red text and calculator how much under the contribution has been. I'm really not sure how to do this, I would do it manually normally but surely there is a way of automatically representing it.
follows in paragraph 5 - but first, background!
I have a specific formula (received courtesy of some clever person here at Ozgrid (thanks!)) which I use to calculate the Future Value of a series of future payments that increase at a fixed annual rate and earn interest at a fixed rate.
Here it is: =Pmt1* SUMPRODUCT((1+Increase_in_payment)^(ROW( OFFSET($A$1,0,0,Term,1))-1),(1+Return_on_investment)^(Term-ROW(OFFSET($A$1,0,0,Term,1))+1))
(Example: $1000 per annum (Pmt1) is invested for 20 years (Term). The interest earned on the $1000 is 10% per annum (Return_on_investment). The $1000 increases by 5% (Increase_in_payment) each year - i.e. 19 increases - answer: $89,632 (rounded))
This formula assumes that the payment is made at the beginning of the period.
Question: I would like to change the formula to use MONTHLY payments made in advance, and interest earned on a monthly basis.
Because I REALLY do not know what the formula does, maybe I could ask for a detailed explanation thereof - maybe even from the person who supplied it to me (I cannot see who did!) - and then I can start fiddling with it myself if answers do not come.
Two previous posts of mine that dealt with somewhat different issues on the same formula are:
Determine Present Value From Future Value
and
[url]
I am trying to create a document that takes our client PO amounts, tactics/spend line items, and dates from one sheet and averages them across the months that it is eligible, so we can know the total amount of money we can expect to go out from our clients each month.
For example:
Client1 Tactic1 StartDate EndDate TotalAmount
Client1 Tactic2 StartDate EndDate TotalAmount
Client1 Tactic3 StartDate EndDate TotalAmount
Client2 Tactic1 StartDate EndDate TotalAmount
Client2 Tactic2 StartDate EndDate TotalAmount
I have mostly figured this out in a really complicated way with many nested if statements, but there HAS to be a simpler way. There will be lots of hands in this document, so I would like to make it as simple and easy as possible.
I have a small online business and am slowly learning Excel to keep my records. I looked at Quickbooks and I think that it just a little too complicated for my needs, besides I like excel better.
The spreadsheet I want to make is how can I summarize the different categories, shipping, travel, EVSE, Wire, or whatever I come up with in the future from a daily expense spreadsheet. I guess the summary should be on another page.
I also guess I can make up a total also of the companies I buy from...
I've attached a beginning daily expense spreadsheet with some entries.2014 costs.xlsx
I need to design a spreadsheet in Excel that keeps track of annual expenses for the company car, but have no numerical data.
The only information given is the labels needed to be used, such as main heading, date, mileage, petrol, maintenance, registration, insurance, subtotals, averages and main totals. I've designed the spreadsheet with date - subtotal at the top of each column, with total and averages on the left hand side, under all the months (so the answers to both the total and averages would be in each column)
I also need to write a formula to work out the averages of everything and the formula I thought would be right is giving me this error message: #DIV/0!
I am trying to capture billable and non-billable expenses in a time sheet by date. I thought it was pretty simple, but after a few days of battling with the syntax (I am pretty new to macros)
I have attached the file I am referring to and highlighted in yellow the significant cells.
1. Trying to get data from the all expense sheets to the "Time Sheet" Tab by date and category.
2. Need to show the billable expenses expanded out to each category (meals, hotel, etc.) by date.
3. All nonbillable is summed up in one column by date.
June expense report has:
Date of ReceiptExpense Type "Billable? Total USD
01-Jun-08 Airfare Yes - Recoverable$2,000.00
01-Jun-08 Airfare Yes - Recoverable$2,000.00
01-Jun-08 Ground Transport No - Training$20.00
05-Jun-08 Meals & Entertain Yes - Recoverable$15.00
05-Jun-08 Meals & Entertain Yes - Recoverable $50.00
1) There are TWO June 1, 2008 items that are "Airfare" & "Billable", therefore in the "Time Sheet Tab, I need it to show that under "Billable Airfare" for June 1, 2008 that it is $4,000.
2) Same as June 5, 2008 for Meals & Entertain.
3) All Non-billable (No - Training; No - XXXX; anything with NO) are summed up in one column by date in the "Time Sheet Tab"
4) There are multiple Expense reports and I need the macro to run through all of them dynamically as they input the data in to show on the "Time Sheet" tab.
This would make my job a lot easier if I could get this running. I dont' think it is too complex, but obviously too complex for me. I started on some of the vba below. I do not have all the parts yet, weird thing is, it did spit out a number, but now it is not. I'm at a loss.
...................................
In the attached spreadsheet i have a budget amount, billed to date, %complete, %remaining and forecast figure. What i am trying to do is estimate the forecast spend vs the budget or billed to date and percent remaining. I am struggling with how to do this based on in some cases the budget is already overspent but the %complete is less than 100%. What i really want to do is create a forecast based on the billed to date or budget depending on which is greater and work out estimated spend based on whether the task is complete or there is still a % remaining.
View 2 Replies View RelatedI need a series of cells to increase by varying amounts after each month, however this needs to happen automatically so if I send the spreadsheet to someone else, it will update for them automatically. I'm hoping that I can set up a function that will ONLY increase the cells after 4 weeks after they select a date from ANOTHER drop down menu (i.e they select the starting date from cell A1 - then input their starting numbers into other cells which then increase on that same date, 4 weeks later).
The cells that need to increase already have a formula in them as well; as this number is their predicted 1RM based off formulas in other cells.
I will attach a screen shot when able.
I am trying to create a macro to insert monthly P&L figures into a spreadsheet.
I am needing the macro to insert a column to the left of a column titled 'movement' each month and copy&paste my monthly figures in.
I have recorded the below macro but my inserted column is always moving into column E and pushing the prior month to the right, where I need it to always be situated to the immediate left of the movement column, e.g. if the macro is inserting September P&L data I need it to be situated between August data (currently in column E and movement data currently in row F and so on.
Column C D E FItem
July
August
Movement
Fees
26,500
28,000
2,000
Assets Ongoing
150,000
160,000
10,000
Columns("E:E").Select
Selection.Insert Shift:=xlToRight, CopyOrigin:=xlFormatFromLeftOrAbove
Sheets("P&L Current Month").Select
Range("D11:D127").Select
[Code] ...
I have been trying to complete a excel spreadsheet that incorporates a VBA calendar. You will know the sort of thing that I mean, the user clicks on a cell and a calendar appears then the user clicks a date and the date is added to the active cell. The reason why I have to do this in VBA is because the finished file is going to be stored on my works server and it doesn't have the calendar activex add-in installed.
Well I have made a little progress. However, I have now become stuck. the link below will give you the file that I got so far. If you extract the file then click on cell A1 a calendar will appear. However, you will see that when you try to change the month it is stuck on January and I do not know how to cure the problem.
I should add that the code that is written within this spreadsheet was not written by me. It was originally written by another person whom I am no longer able to contact. Unfortunately my knowledge of VBA is not that of the original author.
I am trying to get a function (sum) of several cells to be automated in a monthly spreadsheet. I can get the function to work, but how do I get it to Autofil? The syntex seems to call for a range, which will be different every month. I can't figure out how to loop it, so I thought autofill would work.
View 3 Replies View RelatedI am trying to do exactly what the calendar from this thread does with the Waste Log: [URL]....
But the years only go to 2012, can someone update this for 2013? And include Saturday and Sunday on the calendar too?
I have a sheet pasted below, I am wondering if it is possible to take data and have it automatically laid out in a calendar format. Say all the dates in column G could be sorted into a calendar with reference text from column E....
View 9 Replies View RelatedI have created a spreadsheet that displays new dates in column D based on provided dates in Column B and recurrence intervals selected in column C. The dates in column D are when a training deadline occurs. I have been trying to get a macros written so that when a cell in column d is updated, an outlook appointment message is sent to the person doing the updating. The idea here is that anyone can use this without future coding (so their address would be placed in cell say A1)
So far all i have gotten is excel to send an email to me with the excel spreadsheet as an attachment, not really what I want. Again, I dont want somethign specific to my computer settings, I want to be able to send the spreadsheet out with simple instructions for the user to change their email in cell A1 and then every time a cell changes in column D, it automatically generate an appointment reminder for the new date.
I have a table of yearly totals for the amount spent by x. I also have a growth rate for each month so for example in 2001 in jan the growth rate might have been 0.3% and feb 0.5% What I want to do is for each month based on the growth rate and the total produce a value for each month which sum to the total amount. It's also important to note that it restarts each year.
Link for excel file is here: [URL] ...........
I’m currently pulling data into two columns labeled “Monthly” & “Non-Monthly” respectively. They indicate work orders with a frequency of “Monthly” or “Non-Monthly”
The Monthly data is obtained using the following formula:....
I have the following information: Capitalized Expenses TOTAL, Date of Implementation, and Life Cycle as 36-months.
What I am trying to do is write a formula that knows to calculate the total amortized expense per year based on the implementation date and the life cycle. What's tricky is that not all implementation dates begin in 2010...so the formula has to know where to begin placing the amortized/depreciated expenses...see below:
ABCDEFG1Implementation Date: 5/1/112Life Cycle in months:363Total CAPEX: 3,500 45Lump Sum201020112012201320146Capitalized Expenses 3,500
I am looking for formulas to inset in rows C6:G:6...
****** http-equiv="Content-Type" content="text/html; charset=utf-8">****** name="ProgId" content="Word.Document">****** name="Generator" content="Microsoft Word 12">****** name="Originator" content="Microsoft Word 12"> Deposits
Expenses
Monthly Balance
Surplus/Deficit
$ 2,058.20
$ 1,509.10
$ 753.86
$ 549.10
$ 2,185.05
$ 1,939.35
$ 999.56
$ 245.70
$ 1,078.90
$ 1,278.50
$ 799.96
$ (199.60)
I want the Surplus/Deficit cells Highlighted in red if the Deposits are less than the expenses.
Can I this? Maybe using a macro or formula not entirely sure
If so how?
I would like to be able to this myself but could not figure it out using conditional formatting in Office 2007.
when you open up the file please ignore everything above the blue bar. That was the old data which was arranged wrong. I have actually figured a lot of this out but i am stuck. The graph is set up so when you click on the drop down menu (F26) it changes the graph to the relevant data. Now the bottom graph is currently graphing the Months Expense1 as a total of all Expense1. So January Expense1 was $100 so its 26% of all Expense1. and when you click on the drop down button you can changed the data to Expense2 and the graph changes. YAY ok thats cool. However, thats not what i want. I want the pie chart to be graphing the expenses as a percentage of total Expenses. So the drop down menu would be of the months instead of the expenses.
I have changed that with relative ease, but I cant get the data to graph how i want it to.
I have been using OFFSET() formula and the define name manager to set up the previous graph. You can easily look at the formulas i have used instead of me trying to explain everything. Please help. This is the test bed for a budgeting spread sheet I am working on.
if you can help me out that would be great.. Please try not to use Macros because i dont understand them all that well and I need to take what is done in this spreadsheet and learn from it and change it so it works when are thre 10 expenses.
I'm working on making a monthly expense report with 2 sheets; the first sheet would include each individual expense and the expense would placed in a certain category. The second worksheet would be a summary of the total expenses for each category.
I would like column A to be a drop down menu:
Column A: Expense type (Stationery, Kitchen, Maintenance, etc..)
Column B: Amount
This would continue for as many rows as i need
Then on a different worksheet it would add each item based on its category and give a total for each category.
I have a program where I can update the calibration due date of an item. I have attached a cut down version of my program showing the relevant areas. There is usually password protection on the worksheet so it can only be edited via the form (the vba coding removes the password protection before editing, then re-enables the password protection after editing). The "Update Calibration" button is usually on a "Menu" sheet.
Once the form is opened a serial number is typed in the textbox. The calendar button is then clicked, which brings up another form with the calendar on. The due date is selected on the calendar. When "OK" is clicked, the date label caption is then changed to the selected calendar date. When "Submit" is clicked, the spreadsheet will search for the Serial Number, once found, the label caption (being the date selected) will be entered into the cell to the right of the serial.
If the day selected on the calendar is greater than 12 the date is entered correctly onto the sheet. example: calendar date selected = 15/01/2010. shown on sheet as 15/01/2010. However, if the day selected on the calendar is 12 or less, the date is for some reason entered incorrectly onto the sheet. example: calendar date selected = 08/12/2010. shown on sheet as 12/08/2010???? What is going on here? how come the day and month are swapped around if the day is less than 12????
Using Excel 2007 Calendar Control:
I want to select a date of choice from a calendar in a field within an Excel spreadsheet.
I do not know how to do userforms and so that is why I wonder if I can add this in just a spreadsheet.
This is how far I have gotten so far: After doing the following, I have a static calendar setting in my spreadsheet like a text box showing the current date.
Developer
Insert
More Controls
Calendar Control 12.0
I am using a great pop up calendar without ActiveX made by a guy called Phil Johnson. When you click a specified cell the calendar appears. The only problem is that the calendar doesn't default to today's date when it opens.
I have the original file Calendar source code if anyone needs it.
I have an Excel table. Each row is a separate record. The user types in new records at the end of the table. One of the columns in the table contains a formula. Ideally the formula should apply for each cell in the entire column. Since I don't know how long the table will end up being, I simply ask that the user drag the formula down from the cell above. I do not want the user to accidentally change the formula though. At first I thought a Custom validation with a secret word that the user is unlikely to type in, would keep the user from changing the formula already in the cell. However, I can't stop the user from deleting the formula, which doesn't help. I then thought maybe locking (protecting with password) the column would do the trick. However, now the user can't drag down the formula from the cell above. I would therefor like help with one of 2 options:
1- have the formula apply to the cell automatically as a new record is created (ideal)
2- find a way to protect the cell so that the user can copy the formula down, but not change or delete it
I did find the following code online, which appears to go some ways to answer my first option, though I can't figure out why it only works if the formula is in column A (i.e. I have formulas in columns A, B, K, L, and AF to DL).
