Entering A Payment And Seeing A New Balance

Apr 9, 2009

I would like to be able to choose a month (from a drop down menu), then choose who the payment will go to ie. creditor (from a drop down menu) ie. car, truck, cc payment, as a result of those selections, then enter the amount of the payment, and finally the ending balance will appear. I have the drop down menus in place and I have all the balance calculations in place. I could use the spreadsheet that I have but I only want to see the below info. Plus I don't know how to link or lookup this data to the stuff I've already created.

Select Month:
Select Creditor:
Enter Payment:
New Balance:

I have already set the sheet up calculating the balances after a payment has been made. I know how to hide all the formulas, but I don't know how to get it to so that you choose a month, then creditor type (from drop down menus), and payment so that you see a new balance. I only want to be able to link or lookup the month, creditor together so that a payment can be made to that cell that I've already established. As a result, then that cell can be shown in the new balance.

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For the small database in my example workbook, I would like to apply credits earned at a later date to the oldest charges and create a "To Date" balance. After creating the "To Date" balance, I would like to select the smallest "To Date" balance as a way to identify the first charge that has no payment. Please see the attached for more clarity and additional information. The last column shows the desired results.

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I have got the payment date to work but I cant get it to show all the previous values.

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If it is unclear what i mean i will post screenshots tomorrow.

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Tom
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none
Tom
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