accounts

  1. S

    Most useful Excel templates for the home user

    I am interested to know which are the most useful Excel templates for such tasks as menu planning and managing household accounts and finances.
  2. M

    User access

    Hi i need help. I have create workbook that has a userform. I have users and admin accounts. However with the user accounts they are still able to copy/delete worksheets. Is it possible to make these options only available for my admin accounts? I have looked at protecting the workbooks...
  3. B

    Find duplicate from similar text

    Hi, I have a long list of uncleaned data of account names with similar names. See below example. 1st col below shows that there are 5 accounts, but after manual adjustment line by line, there are only two accounts namely ABC and Foser. Is there anyway to use formula to remove duplicates...
  4. I

    Code for find then replace text within worksheets

    Evening All, I have the code in use supplied below. The workbook is callled ACCOUNTS. The code is on various worksheets all within the ACCOUNTS workbook. The code is always on COMMAND BUTTON 2 As you see in the code there is the part 2018 - 2019 When the time comes to change this i can see it...
  5. R

    New Challenge for the Talented Souls

    Here is the challenge (maybe not for some): I am looking for a way to automate some of the manual steps for a daily task using formulas, VBA/Macro. For the task, the basic steps are the following: Step one: find specific accounts such as accounts begin with "051- something" Step two: highlight...
  6. J

    VBA Code copy in sheet from closed workbook.

    Have a open workbook called Summary.xlsx. But this could in principle be all current selected workbooks. Want to create a macro: 1) to open another workbook called Accounts, saved in folder C:\ 2) Copy sheet called MD in workbook called Accounts 3) Insert it in workbook summary (or any other...
  7. M

    Advanced Filter

    I have a list of accounts on one tab in excel (1800) and another tab with 150 accounts I need to remove from the rest of the list. When attempt the advance filter it s not doing the task I need. What am I doing wrong?
  8. Outdoorsman80

    Budget calculator for Excel?

    Hi, I'm trying to get my head around building this into our finances sheet and not sure where to start. What I want to do is have something like this https://www.calculators.org/budget/ - I want to specify a accounts with percentages and want to specify say a surplus of cash, and then divide...
  9. W

    Index match - V look up....

    Not sure witch feature I should try to learn. I have a spreadsheet with 500+ accounts. And a second spreadsheet with 338 accounts. I would like to match the company names form both sheets and if they do cut/copy ten columns from sheet two into sheet 1 for that company. I am also concerned as...
  10. L

    Randomize List Based on Value

    Hi, I'm trying to create a financial model simulating different scenarios or conditions. I have a list of 50 accounts. I want to create an input field where I set the value anywhere from 0 to 50. So say I choose 30, then I want a 1 to appear next to 30 of the 50 accounts (randomly). I will...
  11. D

    Vlookup from multiple sheets without duplicates

    I have three worksheets with financial reports from varying periods. Accounts (column B) are added and removed all the time meaning that rows do not perfectly match up. Account#123 may only be on sheet 2, while Account#456 may be on all 3 sheets. I need to compare account balance changes by...
  12. R

    SUM Formula Help

    Hi All, <style type="text/css"><!--td {border: 1px solid #ccc;}br {mso-data-placement:same-cell;}--></style> <colgroup><col style="width: 99px"><col width="75"></colgroup><tbody> $ 1,059.92 Type A $ 3,100.00 Type B $ 22,969.95 Type C $ 2,173.00 Type B $ 100.00 Type C </tbody>...
  13. C

    Comparing two Excel Files - Copying Matching Data to new Worksheet

    Greetings, I had been working on trying to get this idea to work and I woke up this morning and my computer crashed and I lost the file and the website I was looking at to learn how to do it, so I'm comping here for advice. Each morning I run a report and it lists all the accounts owed and...
  14. L

    Conditional Formatting on OLAP pivot table

    Hello - I have an OLAP pivot that needs conditional formatting. This pivot is a income statement at the account level. So the conditional formatting can be built at a hierarchy level for the pivot. In my case, I can built the formatting on "LEVEL 9" of the hierarchy. The problem is both...
  15. J

    Sumifs formula - Text criteria

    In column A is a list of accounts formatted as text. In column B is values. How do I take a sum of the value in column B of all accounts in column A starting with 4, 5 or 7?
  16. S

    Searching in columns

    Hi, I have the following problem: I would like to construct a formula which will create the result in the column “Result from the formula”. Way that I would like to make the formula works: Looking to the column result if the result is YES or NO. Note that there is no other option. The result...
  17. A

    SUM based on an Array Criteria That is In A Different Cell

    I have a SUM IF formula that looks like this (there are additional sumifs criteria but removed them to keep example short) =SUMIFS('Data Pull'!$K$12:$K$24363,'Data Pull'!$C$12:$C$24363, $D12) Where D12 contains 51* Thus it only sums accounts that start with 51. I later wanted to to do the...
  18. V

    Automatically split accounts Num

    Hello I want to ask some have an idea..? how can i split these numbers automatically from the picture? with a script or no other idea .. The idea is not to remove them manually one by one. The idea is not to manually pull them out one by one, that sometimes there are a lot of accounts, and I...
  19. P

    Progress Indicator

    Hi all, i prepared a VBA command by which i issue management accounts and it takes around 20-30 seconds when i run it. I would like to add a progress indicator in percentage into the above command, so that when i run it to appear this information on screen, e.g. Management Accounts in...
  20. J

    VBA Mark Accounts in Table

    I have 2 sheets. Sheet1: Lists transactions in a table Sheet 2: List certain account codes. Now I want to build a macro which: Marks yellow all lines in sheet 1, which apply account listed in sheet2. (Accounts are in both sheets listed in column A)

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