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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Mar 11, 2014
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.
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Jun 20, 2008
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.
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Jul 25, 2012
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!
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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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Dec 17, 2013
Formula that can calculate % of total for individual items. For example,
Item NoCategorySales% of total
1234Bed150
5678Bed100
1547mattress52
58658mattress188
12356bed12
8954mattress185
I need to find out each item % of total per their own category. For example item 1234 should equal 150/(Total Bed) to get % of total per category and item 1547 should equal 52/(Total of mattress)
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Jan 31, 2014
I am trying to calculate players ranking based on their weight categories and attempts total, e.g. Category (50kg, 69kg etc..) Rank should be calculated automatically the highest total value of cat. 50kg is 1st second highest is 2nd etc. However, if tow players or more within the same Category have scored same point ranking will be calculated based on Body Weight less comes first and if both have similar weight calculation will be based on Start # first player comes first etc..
Table:
Start #
Name
Body Weight
Team
Category
Total Point
Rank
1
Player #1
49.2
Team #1
50kg
75
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Jun 6, 2008
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.
...................................
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Dec 18, 2009
I have included my budget so helpers can see it. I am trying creating a formula on mini-dashboard on A8 (Under the total budgeted amount) that will check the total budgeted amount based on the values I enter on the categories sheet. Of course it will be controlled using the drop down menu on A2 on mini-dashboard. I thought I had this working with a sumif function but it seems to have quit working.
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Mar 5, 2014
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Jan 4, 2010
I have attached a document paralleling a document I am working on. The dollar amount in each spreadsheet represent sales. I have entered in values into the candy, soda, and chips spreadsheet. I have also linked values for candy into the total spreadsheet. My question is can I somehow type something or drag the formula down to populate the other cells in the total spreadsheet?
The idea I am thinking but which I don't know how to implement is to list all the items (as in column G) and list all of the relevant cells (e.g. B1 in the Candy spreadsheet) as in columns H and I (Note that all items will have the same cells but the cells will have different values...e.g. all three items have a cell B1 and B2 in their spreadsheet but these cells contain different values). I then try and fail to create a formula in cell B3 of the Total spreadsheet. I am trying to create a formula of the following nature:
='(Spreadsheet Name From Column G)'!(Cell Name From Columns H and I)
The Second half of the formula doesn't really concern me (i.e. the cell name from column H and I). However I am perplexed as to how to achieve the goal in the first parentheses above.
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Dec 4, 2007
I have cut and paste a series of numbers from my online bank account statement, however, when I go to add a total to the spreadsheet it comes back as zero. I have removed the currency sign from in front of it, I have changed the column format to be numbers but the total still reports a zero.
However, if I type in the number the value is recognized.
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Aug 7, 2009
I have a table with 5 columns and approx. 85-90 rows.
Column A has the Branch name in it e.g. Beavers or Bedfont (11 Branches in total)
Column B has User Type - Adult, Child, Guest (Adult), Guest (Child), Catalogue
Column C has Session Type - Booking, Drop-In
Column D has Total Session Time (mins) - which gives a number in minutes of the total session time used
Column E is not needed
I currently get a calculator and add up e.g all of the adult Bookings for Beavers and enter them onto a Report Sheet, then all of the Adult Drop-Ins for Beavers etc. I want an Excel Spreadsheet that will give me a total number for each so I can do away with the calculator.
I am thinking of creating a new sheet with a number of cells that have a formula similar to this
=IF(AND(A2="Beavers",B2="Adult",C2="Booking"),E2,0)
But I want it to see Adult, Guest (Adult) and Catalogue as the same thing / and I want it to pick up Child and Guest (Child) as the same thing.
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Nov 21, 2013
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Aug 10, 2009
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Oct 21, 2009
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...
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Jul 3, 2014
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.
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Aug 4, 2009
****** 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.
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Feb 13, 2009
In the expense log, Column C is a list of Dates and Column I is a list of expenses. I want to Sum the expenses in the 'Expense Log 09' to a new sheet based on a Date entered in H24 on the new sheet. I have tried the formula as shown below and Get the result #NAME?
=SUM(IF(Expense Log 'Expenses Log 09'!C8:C100,H24,'Expenses Log 09'!I8:I100)). I would Like to SUM all expenses After the posted date including that date.
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Feb 25, 2010
Could somebody please suggest a formula that will sum values at each change in category?
I've played around with a pivot table, but for this it really doesn't fit.
Column A is the category and there are totals in column B for each entry.
The only place I need a formula is at the change in First and Second...so for any second all of the third's plus that second and for the first everything below.
Attached is an example with outcome in column C
xxxx First
xxxx Second
xxxx Third
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Mar 11, 2013
Is it possible to make a ComboBox with categories. I have provided a sketch below of how I want my ComboBox to look like. I don't want the user to be able to click on "Fruits" or "Vegetables", but they should be able to select any of the other options.
ComboBox.png
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Aug 1, 2014
I have 10 years from 2003 to 2012 and need to divide this into 2 categories pre-cisis and post-crisis. How can I do that?
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Aug 1, 2014
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Oct 28, 2009
The ones we need to focus on are Columns A,C, H, and AG. Daily this sheet ‘Raw’ will be filtered and data sent to sheets 100,200,300.
In the Raw sheet we have many rows of data, but when this is transferred to the other sheets we will only see one row of data in each sheet.
1. The Date from Cell(C2) should be copied to Cell ‘A3 or next empty cell on column A’ on all 3 sheets(100,200,300)
2.In Column A there are 3 accounts – 101,201,301
If Column A value = 101 then send the corresponding Column H (P&L) value to Sheet”100”, If Column A =201 then send to sheet ‘200’, If 301 then to sheet ‘300’
Now that’s not quite what I need, the Column H values in some cases have to be added up – by category. You can see this on sheets 100 – 300. Columns B to K on Sheet(100) have the different categories of products. What I want is a code that would go through Column AG in Sheet(Raw) match the category name to the category name in the Range(B2:K2) and copy the P&L figure (Column H value in ‘Raw’) there.
e.g. I need all the rows pertaining to account 101 with the same label ‘Interest Rate’ to have the P&L (Column H) added up. So I would get the value 188760 in Sheet ‘100’ Cell D3. (I just added H2,H3,H12,H13) ...
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Mar 17, 2014
I want to average cells in different columns which meet a minimum criteria, i.e. > 2.0, from specified categories list in the first column. Example: I want to select a category listed in column A and average the numbers listed in columns C and F for that category which meet a minimum threshold.
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Apr 7, 2009
How do I summarise the attached table. I want to have a drop down menu in the MONTH cell (B13) that summarises the month nominated. Also a drop down menu in CATEGORY that I choose (B14). The value of the category in any particular month is totalled in B15.
I know how to create drop down menus and how to define ranges - just not sure of the formulas to use in order to get the correct answer in cell B15....
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Jun 9, 2006
I have a given set of data. Each row of data fits into one of 7 different categories. Besides doing a simple filter to be able to pull out a certain "category", how can I do this differently? Is there a code/macro process I need to go through? Basically what I need to do is find a way to group these categories together, so that someone searching for a certain category can easily pull it from the data.
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Dec 29, 2013
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Note: that the original list the pivot depends on will constantly be updated so I can't just develop a custom chart.
I've attached a spreadsheet with an example of what I'm playing with. Pivot graph is in "PIVOT" worksheet, data is in "DATA".
pivotland.xlsx
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Apr 14, 2014
I have a file and it has a table on it with 2 categories.
what i want to do is select a color in the first drop down list and than in the second only select the items that match the color i have previously selected.
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Nov 6, 2008
1. I would like to be able to play with it by choosing different categories, sub-categories etc (adding different ones etc.). I tried pivot table but to get this data in pivot table format is a very time consuming task to start with.
2. The sample file has only one month. I get this type of data every month. So have to annualize using other months etc. I could get different months in a column also. So for example column d could have Jan, Feb, March etc. for row of data. But that would mean I will have 1922 * 10 = 19220 rows. And when I update this every month row reference from formulae (If I had formulae) will need to be updated.
I have the flexibility of getting this source data rearranged little bit but not too much flexibility there.
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