Checkbook Register With Monthly Budget
Aug 15, 2014
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.
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Apr 3, 2013
I've been looking for a free checkbook register template that will automatically calculate the balance as you add or subtract various amounts.
I found one which seemed to be just what I wanted but once I had reached the end of the rows for the worksheet and tried to add more rows the automatic feature quit working.
I found another Checkbook Register which seemed even better than the first one as it had a notation at the end of the rows.
It said to " Insert new rows above this point" and it had the last row greyed out.
I tried adding a new row and tested it out by adding some amount but it did not continue with the automatic calculation either.
I'm using MS Excel for Mac 2011
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Jan 28, 2014
I'm wanting to make a checkbook register. That part I can do (I am totally an Excel idiot, but I'm fairly decent with Google and I couldn't seem to find anything about this), but I'm wondering if auto-drafts are possible. What I'd like to do is have a table of regular auto-withdrawals (or deposits, for that matter) and then on the appropriate day have them auto enter into the register. Ideally, I'd like them to enter 2-3 days in advance, or even at the beginning of the month.
For example: Netflix on the 1st, Life Insurance on the 12th, Auto Insurance on the 15th, etc.
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Mar 5, 2009
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".
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Aug 6, 2009
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.
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Feb 28, 2014
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
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Jan 30, 2014
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.
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May 21, 2006
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.
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Dec 17, 2013
I 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
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Mar 6, 2013
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] ...........
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Aug 3, 2009
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:....
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Nov 27, 2006
I have a spreadsheet that I have setup as a "Check Register". (I actually downloaded it from the Microsoft website.) I have modified it a little to have a small budget for the account at the top of the page, and I want to automate this a bit.
So, here is the question.
As I make the entries on the rows, how can I automatically update a cell with the result (the account balance) as I go?
Here is the formula I am using:
=IF(AND(ISBLANK(F20),ISBLANK(G20)),"",H19-F20+G20)
On my sheet I want G4 to display the result, as I go.
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Jul 22, 2009
I'm sure this has an easy solution, but I'm having a problem putting it into a working formula. Column I lists checks numbers. Column J contains the amount of the check. Column K contains a "Y" when the check clears the account, otherwise it's left blank until the item clears. Cell O2 is where I want the balance formula.
I want O2 to look at Column K & then sum the amounts from Column J where the corresponding Column K is blank. If it were just one cell, it's a pretty easy if(k4="Y","", j4), right? But since it's a range of cells, not sure how to tell it to look down the range for all uncleared checks and put the sum in one cell.
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Jul 14, 2008
i have created a workbook that looks for files and creates hyperlink within a worksheet to these files, to help the user I have included the title from the document properties.
To get the document properties i used the DSOFile DLL from Microsoft and added it in to my project and it works fine.
My problem is that i wish to distribute this to a large group of users within the workplace and I need a method of checking if the DLL is added in and registered, if not can it be added in and registered on the fly.
I have tried placing the DLL on a common network drive, but this could be further complicated b some users taking laptops out of office but hopefully the microsoft synch of files might take care of this.
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Mar 6, 2007
I want to build a cash register from excel.
I want to put many buttons, but lets say one on A1 that says $2 dollar item and name and lets say this $2 doillar item button is pushed(clicked on), it will add $2 to lets say the total say A15.
Now I can't even get a Macro to add $2 dollars to A15(or any macros to run at all, anybody have code I can copy, what I understand is you create macro name(give it letter, so yo can press letter and Ctrl to start) then start recording, then you do key strokes or mouse? Then press stop recording and you have macro?).
To get buttons to be viewed I have to go to Tools - Macros - script editor, and drag and drop(button on coding) or double click on button tool bar then File - View in Browser - . I get button but can't get it to do anything.
How do you put say A1 in code to A1=A1+5 or make a memory location out of A1. Now you can go to(while A1 is selected cell) "Insert" then "Name" then "Define" and give A1 a "Name". I can't get this name to work in coding(but I can get the name to work in cells like "Name" +5, will add cell 1 and 5, if you do it in different cell than A1).
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Jun 7, 2009
I'm working on a sheet where I can specify sales by selection of month (Sheetname= ZoekenMaand).
Everything works fine for the months "januari" and "februari" (yes, it's in dutch ) but from "maart" it doesn't seem to work any more.
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Sep 23, 2002
I have a column of blank cells m11 throught m22. Each cell possibly holds a value of a check that has been written but has not cleared.
One cell on my sheet contains a difference of my previous bank balance and my new bank balance after an unknown number of checks have cleared.
My bank balance was $500.00 dollars on 9/22/2002
Checks that have not cleared =
m11 = $5.00
m15 = $15.00
m16 = $35.00
m20 = $6.00
-----
My account balance is now $489 dollars on 9/28/2002
$11.00 dollars is the difference.
It's obvious that checks $6.00 and 5.00 are the checks that have cleared!
What I am trying to do is find out a simple way to sum every number that is listed in m11:m22 in every sum combination possible.
Then display the combonation of numbers that = the difference when summed together
I know the long way to do this.........................
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Sep 25, 2013
how to search a defined range (using namned range and offset to last non empty row) and register row number for the first occurance of each ID using VBA. I made an example file where I need to search column A (search range using namned range "ID" and offset to last non empty row) and register rownumber for the first occurance of each ID in Column C.
example.xlsm
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Apr 6, 2014
I need to add over 100 rows on the top of my check register worksheet, is there any way to do automatically?
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Nov 11, 2011
I have a register of items that sometimes get updated, the register is stored as
From row 9:how ever many hundreds of items we have
Columns A:E
Data about the item that does not change with new revisions
Column F
Current Revision
Columns G:Z
Revisions in order (ie if there had been 8 revisions
'-, A, B, C, D, E, F, G) (with higher revisions left blank)
each of which is hyperlinked to the relevant file for that revision.
What I would like is a formula in Column F that will print
1) the letter of the highest revision (Revisions are always sequential)
2) Will hyperlink the column F to the correct revision...
I used to know how to do the first half of this formula but the spreadsheet got tinkered with and now I can't remember how to do it.
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Aug 22, 2007
With reference to Cash Register example that I downloaded from Roy Cox; is it possible to link the numerical keypad that is created in the file to the PC Keypad.
I realise I would need to use keypress functions but am unaware of the ascii for these keys. Also; how do I limit that the keypad writes it to the label? Otherwise, would I need to create a new userform instead of what was created by Roy.
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Jan 12, 2009
We have hourly amounts remaining on projects, we want to project cost at 40 hour work weeks and 50 hour work weeks. We simply multiply the 40 hour budgets times the straight time rate, but we need to calculate the over time on the 50 hour budgets.
examples:
600 hours on 40 hour budget at $25 and hour is $15,000. However on a 50 hour budget it would include 480 straight time hours and 120 overtime hours for a budget of $16,500.
Our data is hourly bugets in column "A". In column "B" we did =A3*straighttimerate. Is there a formula that can calculate 40hrs straight time then 10hrs over time until the budget runs out? We are working with Microsoft Office Proffesional 2007 with Excel 2007 but need to remain compatible with Excel 2003.
Budget (hours)straight time ($25)over time ($37.5)240$6,000.00?4652$116,300.00?152$3,800.00?258$6,450.00?645$16,125.00?
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May 18, 2009
finding a way to compare the two budgets i.e 08/09 and 09/10 and if a new cost centre appears in 09/10 it will bring a yes in column G(New cc) and if the Cost Centre already exist in 08/09 it will bring a blank--but in both cases i want a variance in the next column H i.e 09/10 less 08/09.
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Jul 4, 2008
I have to run payroll every two weeks, and part of the process involves calculating overtime for over 50 employees. The total amount of overtime hours for each employee is usually split on two or three budgets and after I calculate the budget splits, I have to enter these amounts into the payroll system. (The payroll system takes up to 2 decimal spaces.)
I have a spreadsheet set up for each employee, but what I've noticed is that the sum of the parts does not always equal the whole.
For example, Bob Goodworker worked 9 hours of overtime this pay period.
His budget split will be as follows:
Budget A (58.5%) = 5.27
Budget B (31.5%) = 2.84
Budget C (10%) = 0.90
However, 5.27 + 2.84 + .90 = 9.01
The payroll system only allows for numbers up to 2 decimal places.
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Mar 16, 2014
I am trying to do my homework for college and the below excel grid was given to us to complete. I do not understand where to get the information it is asking. the first grid is the numbers we are suppose to use to input in the other grids. We are suppose to put a formula in on the last to two columns on each grid but I do not even know where to start.
Budget
Actual
Product
SaleUnits
$/Unit
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Aug 1, 2014
My boss has asked me to find a way to charge a mark-up on our project budgets based on a certain budget tier system ($0-1000, $1001-5000, $5001-10000, $10001+) He doesn't want a general percentage. Is there a way to do this is Excel?
He was talking about Boolean functions, but he was also used to using Logic. I do not know logic or if there is any such function within Excel.
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Mar 19, 2014
Solution to keep track of bank transaction in a budget - both in and out
With:
=SUMPRODUCT(--(Table[[CAT]:[CAT]]=$C5);--(Month(Table[[DATE]:[DATE]])=G$3);--(Table[[IN]:[IN]]))
Table1:
DATE | CAT | IN | OUT
----------------------
The transaction CATegory and Date place the amount from table - column IN to the corresponding cell in my budget.
I would like my bank account to reflect both income an expenses from 2 columns in Table: IN and OUT
Workbook example: [URL] ...........
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Jun 19, 2008
I am trying to use excel to forecast budget expenditure for the fiscal year, using actuals from months past + unknown (future months).
I have this formula in cell G2: =IF((worksheet A!G70>0),F2,IF((B2
>D2),(B2-C2)*F6+F2,IF((B2
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Oct 2, 2009
I have a couple of columns in excel and one of them " total budget" and another is "Business Case". How can I do a check on the budget, say if total budget is less than $250,000 then business case value should change to N/A.
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Oct 23, 2009
how I would be able to divide a budget of 100k for each of my employees.
If I have employees making anywhere from 20,446.40 - 69,659.20 How can I give each employee a portion on these funds?
For example if:
Lisa makes 20,446.40
Tom - 24,448.20
Liz - 34,854.60
Mike - 44,564.80
Jan - 62,061.48
Dan - 54,324.20
What would be the precentage that I could give each employee?
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