Total Categories Of Expenses Spreadsheet

Feb 8, 2014

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

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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.

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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.

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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.
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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
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2) Same as June 5, 2008 for Meals & Entertain.

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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.
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****** 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
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