Excel 2003 :: Templates For Personal Bank Account Management
Dec 10, 2013
I really need a comprehensive excel file which can manage my bank account id, savings, transactions, withdrawals, transfers etc etc. could be better if it can show any graphical interface with charts as well. I am willing to have a file so that i can manage more than one bank accounts. ( Excel 2003 is my version)
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Nov 5, 2009
Sheet6
RSTUVWX5Your PointsPoints Needed To Level UpCurrent LevelYour CreditWithdrawalDepositCredit67
80You Need 18,000 Pts.IntermediateYour Credit is 0 Pts
911,5006,500BeginnerYour Credit is 0 Pts25004000
1010,4547,546BeginnerYour Credit is 454 Pts
45411125005,500BeginnerYour Credit is 1000 Pts200035001000
Spreadsheet FormulasCellFormulaS8=IF($AB$6$Q$23,"You Are Credited With "&TEXT(X8-$Q$23,"#,##0")&" Pts","Your Credit is 0 Pts")
Excel tables to the web >> Excel Jeanie HTML 4
i have a "Game Points Bank Account" that keeps track of the points users earn or spend in the game...what i need help is creating a running total for the bank..ive tried everything nothing works..
(this is actually like a traditional bank account)
each player starts with 10,000 points
*Row 8 is the only row to have formulas*
*Rows 9-11 are typed in to show my desired results*
Here is the point value "Ranking System" for Column T
Sheet6
AGAH5Tier 16Beginner180007Beginner360008Beginner540009Intermediate7200010Intermediate9000011Intermediate10800012 13Tier 214Advanced12600015Advanced14400016Advanced16200017Expert18000018Expert19800019Expert21600020 21Tier 322Elite23400023Elite25200024Elite27000025Superior28800026Superior30600027Superior325000
Excel tables to the web >> Excel Jeanie HTML 4
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Nov 23, 2009
is it possible to have boxes for numbers to be inserted into
i want the user to be able to fill in bank account and sort codes numers into the relevant individual box for each number
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Feb 15, 2012
How does one add files/templates to excel2010 to customize scroll bars, graphic-like or clip-art type?
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Sep 7, 2012
Creating a formula that basically has a big IF statement. I hope this makes sense, so here goes. I am looking to find the "age" or "elapsed days" of an ID from when they created an account to when they stopped. This might be very complex and if there's not a way to calculate the Elapsed days (even though that's what I prefer), perhaps there is some formula that can return a value like a "1" or "True" or something that lets me know the statement is true.
original formula from post 3261273
{=IF(D2>0,A2-INDEX(A$2:D$16,MATCH(B2&"1",B$2:B$16&C$2:C$16,0),1),"")}
New formulas needed or revised from the above:
Formula 1: If the ID in column 2 are the same, and if there is a value in column 3 (Create) and a value in Column 4 (Suspend) AND there is no value in Column 5 (Stopped), then subtract the dates in column 1 for Create and Suspend. My manual calculation result is in the column called "Elapsed Days (Create to Suspend but NO Stopped)
Formula 2: If the ID in column 2 are the same, and if there is a value in column 3 (Create) and a value in Column 4 (Suspend) AND there is no value in Column 5 (Stopped) OR Column 6 (Unsuspend), then subtract the dates in column 1 for Create and Suspend. My manual calculation result is in the column called "Elapsed Days (Suspend Only, No stopped or Unsuspend)"
Formula 3: The ID in column 2 does not have to be the same, but if there is a value in column 3 only (Create) and there is no value in the Suspend, Stopped, or Unsuspend columns, then place a "1" in the cell. My manual calc is the "Create Only" column.
Event Date
ID
CREATE
Suspend
STOPPED
Unsuspend
Elapsed Days (Create to Suspend but NO Stopped)
Elapsed Days (Suspend Only, No stopped or Unsuspend)
[Code] .........
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May 31, 2014
Is it possible to have my Excel cash flow sheet access my bank checking account and automatically update with my current balance?
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Aug 21, 2009
I have two sheets. First contains Department # 0002549, and the other one contains 5 more digits(#02001 0002549). I will need to find the exact match for the first sheet to contain all 12 digits. THey are all in different order, so I probably have to match them first then add whatever the first 5 digits number. How should I tackle this issue? I was thinking to use vlookup but how could you use vlook up if only last 7 digit matches and add addtional digits to exisiting number?
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Oct 30, 2013
I am using Excel 2010.
BTES worksheet:
acct# Oct-13 Nov-13 Dec-13
13245 850
12458 850
45864
12385 1500
MainList - F2= (current month)
Based on the current month (which I planned on typing in) on the MainList worksheet I need to count how many blank cells are in the table above. The information above is on a separate worksheet but I can change that in the formula. Every month gets a new column.
This is what I have but its not working correctly: =SUMPRODUCT(--(BTES!AD1:BQ18=F2),--(BTES!AD1:BQ18" "))
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Sep 6, 2013
I recently had a virus on my computer and had to replace it. I had a ton of macros saved in my Personal.xlsb workbook, so I exported those modules and have now imported them to the new Personal.xlsb file. Now for some reason those macros no longer work in other files. Most of them are basic, like I have a macro to paste values or paste formats, etc. but I have some others that are very complex. The macros work fine as long as I am in Personal.xlsb, but if I try to use them in another open workbook I get the "all macros may be disabled or the macro may not be available in this workbook" message. I am using Excel 07 and have verified that macros are enabled.
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Mar 28, 2013
I've got 3 columns of formulas that end up doing what I need, but I'm thinking it could probably be done easier with VBA.
I have 1 book with a sheet I'll call Log & another book with a sheet I'll call Source. On the Log, column E has the first 9 characters of vendor names & /vendor number (ex: EDMUND FI/00250), along with other data out through column P. On Source, the vendor names are in C & a short code for their name is in A.
I need to compare the first 9 characters in Log col E with the first 9 characters in Source col C. When a match is found, I need to return the short code from Source col A. BUT - if there's a duplicate in either Source col C or A, instead I need to return the word VERIFY, preferably with the cell highlighted in red.
Right now, I have, on Source col L:
Code:
=MID(C2,1,9)
and in source M:
Code:
=IF(OR(A2=A1,A2=A3,L2=L1,L2=L3),"VERIFY",A2)
This gives me the first 9 characters of the vendor name in L & the short code OR VERIFY in M
Then, in Log col R, I have an array formula:
Code:
=VLOOKUP(MID(E4,1,9),'[PRETICKET P ADDRESSES working.xls]Paddress'!$L:$M,2,FALSE)
This gives me either the short code or VERIFY from Source M. Also, sometimes it doesn't find a match & it returns #N/A. Then I have to do Conditional Formatting to make the VERIFY cells red & I thought I'd make the error cells be yellow (although I haven't figured out the CF for that yet)
Is there a better way to do this with VBA? I'm working with Excel 2010; just got it & still figuring it out.
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Dec 18, 2008
First, ignore the colored portions. This is how I kept track of what I had completed in the form as I created it. Clients attend class once a week and pay once a week for their classes. I'm taking this one step at a time. At the initial interview of a particular client we will determine the payment per session due, and we will enter this amount in the column labeled "payment per session. We also need to keep track of how many sessions they have paid for. So in short, I'm looking for the following:
When "amount paid" equals "payment per session" set "minimum payment due" to $0 and increase "classes paid" by +1
I figured out how to enter the payment and return the minimum payment due to "0" but how can I make the "classes paid" increase by 1 every time the minimum payment equals "0"?
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Mar 22, 2007
Is there a way to automatically save a template as an xls file using the macro below?
ThisWorkbook.Activate
Sheets(" SCHEDULE").Select
ChDir "C:Documents and SettingsChrisDesktopRainforestMASTER LABOR"
ActiveWorkbook.SaveAs Filename:=Sheets("Schedule"). Range("v77").Value
I am trying to make a code that was written for the master schedule available when the workbook is renamed?
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Dec 27, 2013
I do forecasting for my company. We have a forecast every quarter. Any good templates (simple or complex) for presenting different quarters (or time periods) and the actual results for management?
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Aug 17, 2007
I'm trying to achieve: -
I want to create a spreadsheet which will include a column with email addresses in it.
Here's my problem.......
I want users to be able to click on an email address (like a hyperlink) and by doing this open their mail client (in this case Microsoft Outlook) and send an email. I would like the mail client to load a specific template just by clicking on the link from Excel. I'm not sure if this is possible, but there doesn't seem to be many things you can't do on Excel.
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May 2, 2009
I have 143 macros, but I put 8 of them here b/c the post would not go through with all of them. I couldn't fit all of them on an attachment either b/c the file size was too big. However, I have this goal I have been working on for the last three months on the weekends and the last part.
I would like help with a macro that I can add onto the ones I have. I would like the macro to activate and cause a message box to appear when I open the excel doc. I would like also to be able to activate the message box and its associated macros after the document has been opened.
I would like the message box to have
- Message “The Current Time is (Macro puts current computer time here)”
- Question “How much time do you have?” then beneath this question
- Blank field labeled Hour to give answer
- Blank field labeled Minute to give answer
Depending on the current time on the computer as well as the hour and minute entered, a macro with a matching title from the list below will be selected that fits that criterion. For example, let’s say it is 5:30am and I entered 1 hr and 15 min in the empty fields of the message box. As a result the macro named “Sub Hour1Min15time530am” will be activated. Also due to the fact that the macros I have are in 15 min intervals the code would need to round to the nearest time, so if it was 5:33am when I ran the code the macro would default to 5:30am whereas if it was 5:39am when I ran the code the macro would default to 5:45am.
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Aug 17, 2009
A member of my team has created numerous templates in Excel 2007 for various customers. Each template has some columns that are identical for each (Cust Name, for example), and some columns are unique to each customer. I want to combine all of these individual templates into one Excel workbook and be able to click (select from a dropdown list) the customer name, and have only those columns that pertain to that customer appear. Select another customer name, different columns appear, and so on. Is this possible to do in Excel 2007? [This is my first post, so please forgive any offenses if my question is too long.]
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Aug 19, 2007
where I might find some?
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Feb 22, 2010
Assuming the below performance report:
Day 1
Actual 1
Target 1
Achieve 1/1 = 100%
Day 2
Actual 1
Target 1
Achieve 1/1 = 100%
Day 3
Actual 9
Target 10
Achieve 9/10 = 90%
Which method do you use to report the Achievement for the 3 days?
1. Do you take the average of 100%,100%,90% to give 97%
OR
2. Do you sum Actual (Day1+Day2+Day3 = 11) / Target (Day1+Day2+Day3 =12) to give 92%
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May 7, 2008
I am working on a Property Management spreadsheet to track the availability of vacant units (and upcoming vacant units). I'm trying to write a formula to count the number of current units that are listed as vacant, so that I can ultimately report on the overall unit availability as of any given period (today, 15, 30, 60, 90-days out). All of the data in this spreadsheet is dynamic and each field can change at any time. There are also a lot of blank fields as well. I am using Excel 2003.
Here are the fields/data that I am using for my analysis:
Column A - (Reporting Period Dates): A2 = 5/20/08, A3 = 6/5/08, A4 = 6/20/08, etc.
Column B - (Unit Status: V=Vacant, O=Occupied): B2 = V, B3 = V, B4 = V, B5 = V, B6 = V, B7 = V, B8 = O, B9 = O, B10 = O, B11 = O, B12 = O, B13 = O
Column C - (M/O Date. These dates represent when the current resident will move out) - Cells C2:C13 contain dates for when each tenant will move out
Column D - (M/I Date. These dates represent when the future resident will move in) - Cells D2:D13 contain dates when the future tenant will move in
If my reporting period is 5/20/08 (cell A2), then I need to calculate how many Vacant units (B2:B13) I will have as of 5/20. The formula will need to count all of the current Vacant units (B2:B13), plus it will also have to take into account any Move Outs (C2:C13) during the reporting period. For example, let's say we have an Occupied unit that is scheduled to move out on 5/15/08. The cell will show this as "O" but the formula will need to determine if the M/O date is <= the Reporting Date of 5/20/08 (A2). If so, then Excel would count this unit as a Vacant for the period.
In addition to this, I also need the formula to look at upcoming Move IN dates (D2:D13). The formula will also have to determine if the MI date is <= the Reporting date (A2). If the MI date falls prior to the Reporting Date, then this unit should be considered as Occupied and should NOT be added to the total available units. NOTE - there are quite a few cells in column D that are blank and don't have MI dates. If there isn't a MI date, then the formula should assume that those units are Vacant if it is past the prior tenants MO date.
I'm assuming that Excel can handle multiple conditions like this, however, I am not smart enough to figure it out.
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Apr 4, 2013
My goal is to learn how to universally add specific codes to all clients in one shot.
Here's an example of the data I'm working with......
In column A - I currently have a list of 200 unique clients listed multiple times (1000 rows).
In column B - I have several different types of codes, but that are the same for each client.
Example:
A B
Client 1 Code A
Client 1 Code B
Client 1 Code C
Client 2 Code A
Client 2 Code B
Client 2 Code C
Etc. Etc. for 200 clients
So the question is: When adding a new code, How do I add a codes to all clients in one shot?
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Dec 18, 2006
I'm using Excel to connect to an Oracle database using an HTTP connection.
I'm new to VBA and was wondering if it is possible to use cookies to keep the above sessions active?
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Sep 2, 2010
I would like to have a workbook with class lists for 21 classrooms.
Then I would like to use this each month to generate a workbook that has one sheet per class with the teacher name and class name as an overall header. The row stubs would be the student names. The 2 column headers would be the weekdays (Mon through Fri) and the day of the month as a number.
It seems that this could very well be an application that already exists. It seems like the kind of thing a business would create and put on the web as a free download as a good will thing.
Does such an application already exist? If not, is there a small example of populating a workbook with information in another workbook?
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Apr 10, 2014
I am currently working on a performance document. I am working on the principle of having a master template which people can then access, Save As, and use to monitor performance around KPI's.
The issue I am having is around the name of the document changing when it is saved as, as all records have to retained. The macro I am struggling with is designed to unlock the workbook & worksheet, copy the worksheet specified into a new workbook and then return to the workbook the macro is held within and lock it back up. However, when the name changes it just locks the new workbook rather that the version I am asking it to.
ActiveWorkbook.Unprotect Password:="KPIreview"
ActiveSheet.Unprotect Password:="KPIreview"
Sheets("EID Graphs").Select
Sheets("EID Graphs").Copy
[Code] ....
Is there anyway I can change the “Kent – Monthly Activity & Performance Review – Version 17 – Master.xlsm” statement within the macro to reflect the change in name of the document?
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Dec 11, 2009
I have quite a few Excel templates that need to be modified by changing/adding information or sheets to them. Instead of working through the lot manually, it would be good if I could do the same through code. With my little knowledge I can do this for workbooks. Need to typical code snippets or suggestions? e.g. to open a template file, save it with the original name, etc. The usual Dim srcWB as workbook, Set srcWB= ABC.xls and Workbooks(ABC.xls). open do not seem to work with template files (ABC.xlt)
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Feb 24, 2013
I am required to fill up a sheet and provide to our Work force management team every week and it takes a lot of time from my day. I know this can be done easily with a code but I don't have enough experience with vb so can't write a good one myself
So here it goes -
I have a roster for my team (e.g. - sheet 2 "Roster") team members are required to work for 8 hours each day in their designated shift.
The codes in roster correspond to specific shift start time (e.g. - sheet 1 "codes")
Sheet - [URL]
I am required to fill up the sheet 3 "Staffing" each week for each half hour interval of a day that an advisor would be present for. So that means, I have to fill up 20 "P" for each member who is working on day from the time he would be starting his shift.
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Nov 19, 2009
I'm trying to figure out a way to get my invoice templates to copy the names and addresses from them to another worksheet to form a customer database if you will.
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Oct 25, 2012
On a daily basis we have to manually fill in a time sheet, and I was trying to think of a way where I could just copy and paste it into excel and it would show me on another sheet the total amount of hours I have worked over the month. This gets slightly more difficult, as different clients have different campaigns, and you can work on any variety during the day (however, not all of them do).
Typical raw data looks like this:
Client
Hours
Campaign
Rubber gloves
4.1
SEO
[Code] ....
Therefore I would like to combine the data and then send it off to another report that looks like this:
Rubber gloves - SEO
Rubber Gloves - PR
Bottled Water
1/12/12
4.1
2.3
2.8
[Code] .......
This would allow me to keep a check of how many hours I am working on each campaign over the month, and ensure that I don't run over on time. I have the boxes prepared for the 2/12/12, 3/12/12, etc. where I paste the raw data, and let excel break it down and put it in the report automatically.
I have been entering the data manually so far and I'd quite like to avoid a pivot table or chart (but i am open to it).
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Feb 26, 2007
I have a database that shows repeated templates down the page...ex.
"Site" (here) Remnant
Jan
Feb
Mar
"Site"(here) Remnant
Jan
Feb
Mar
All after another using the same template.
I am trying to sum all the occurances that fit the criteria Jan and Remnant:
I have this:
=SUMPRODUCT(--('"STATIONS"'!$A$4:$A$300='"GROUP"'!$A3)*('"STATIONS"'!C$3:R$3='"GROUP"'!C$2),'"STATIONS"'!$A$4:R$300)
But I get a N/A , my reference A3 matches the dates in the database and C2 matches the repeated occurances of Remnant...
Is this possible since my templates keep repeating down my database?
Basically, each template in the database is related to different stations, and I am trying to sum all the stations details in the database for each month and Header"Remant"
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Jun 25, 2009
Is it possible to modify the windows power settings in excel vba. I have this example, but it doesn't do anything.
Sub testPOWERCFG()
CreateObject("WScript.Shell").Run "POWERCFG /CREATE Custom1", 0, False
CreateObject("WScript.Shell").Run "POWERCFG /CHANGE Custom1 /monitor-timeout-ac 15", 0, False
CreateObject("WScript.Shell").Run "POWERCFG /CHANGE Custom1 /monitor-timeout-dc 10", 0, False
CreateObject("WScript.Shell").Run "POWERCFG /SETACTIVE Custom1", 0, False
End Sub
I need some code to create and activate a scheme whereby everything is on and also some code to revert back to the default settings on the machine.
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Apr 19, 2010
I have an Excel 2003 file that contains hyperlinks to OneNote notebooks on a Sharepoint site. An Excel macro looks for these links and determines the full hyperlink address which is then assigned to a variable. An Outlook message is generated which includes the hyperlinks.
The hyperlinks work in the Excel file. I can also copy them from OneNote and manually paste them into an Outlook message and they work. However, when I obtain their full address and transfer that to the email through code, the links do not work. The hyperlink address from OneNote starts with "onenote:http" which is not recognized as a link.
If I can do this manually, there must be a way to do this with vba. Are there characters I need to include in the OneNote hyperlink address to make this work? Is there another way to transfer the working link from Excel to Outlook?
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