budget

Hi, Working an a budget template. And i want to make a formula that splites the amount into the correct months based on dates. Currently i have following that works if the two dates are in 2025. but marked line with end date in 2026 is giving me problems. Should give me 50.000 from july to...

I have received a new spreadsheet with the annual budget for the 22-23 fiscal year. I also have 5 clients, each with an allocated percentage or breakdown of how much the overall budget is to be applied. Example: client 1 will receive 33% of the overall budget. Is there a way I can have a...

I have a sheet with two tabs: master and payment If the "master" tab has a pay date from the 1st - 14th, I want the information auto-filled under the "payment, 1st Payments" row (columns A thru C auto-filled) If I delete or change the payment amount or pay date it from the "master" tab I...

So it's not really a question (unless anyone has a suggestion for a better way to go about it) and if this isn't the place to post this sort of thing please let me know, but I've put together a sheet in my budget that tracks the account that my bills are set to auto-pay from and forecasts out...

Happy thanksgiving and Columbus day! Not sure if I'm thinking about this in the right way or if this is even efficient. I'm facing a couple of problems and can't construct the right formula. I feel it has to do with index, match, offset? I'm thinking about this problem in this way as I know...

I am trying to work on budgeting, so I downloaded my bank statements for the year into a CSV. Is there any way to create a column that I can make a pivot table from? Most entries are a little bit different “Target” and “target stores” for example. How can I get those both to group as target...

Hi, I am in the process of creating a personalized budget (Office 365). I am using the following formula that works perfectly. I am planning on using this budget for the foreseeable future. How will I make provision for 2024 leap year? [=SUMIFS('Details 2022'!$D$2:$D$2001,'Details...

I have set up 3 excel sheets in related to budgeting/expenses. The first contains the full budget (say Sheet A for example); The second contains the expenses (Sheet B); and the Third contains the pivot table (Sheet C), which helps to group together all the different expenses from Sheet B into...

Is it possible to automate a budget workbook using macro? I have a bunch of tabs that directly feed into a summary tab with all the formulas linking those tabs. All tabs have formulas in them and there are only a few cells that require manual entry. Is it worth it to use macro to automate the file?

Ok so I have my monthly bills on one sheet and my overall debt on the second sheet and I want some way to tell excel when I pay a monthly bill and it automatically take that amount off the total debt on the second page. I cannot figure out a way to tell excel when I make a payment. So in my...

I am trying to work out a system of "Actual" versus "Budget" based on today's date. I have a column per month of expenses and at the bottom, it is totalled. Below that is a budget for that month for the entire column. As each day of the month progresses, I want the next cell down to show the %...

I have the following three columns of data in Power Query that looks like this: Category...……….Month...……..............Amount Sales...…………….Jan Actual...……………......$100 Sales...…………….Jan Budget...................$90 Sales................Feb Actual....................$200...

I'm stuck in my own head - hopefully you can get me out: I have a budget of $1.6 million dollars, but the state is doing a $2 million dollar budget. Can you please help me with a formula that will show the $1.6M replaced with $2M? Thank you so much in advance and if I need to provide you with...

Hello, I have a matrix in Power Bi structured as shown below. I would like to use the same visual to show different measures, depending on the slicer selection. By that I mean that if "Revenue" is selected the visual will show revenue values for Actual, Budget and Prior Yr. and the same for any...

I have some very simple data and I have created no measures whatsoever. I am working with 2 tables. One called project table, one called budget table. When we first started we dummied in a few projects and they were never removed from the project or budget table. I filtered them out in my...

Hello, I am building a template based on a auto-generated template coming out of our financial system. Right now the source data is July August September <tbody> Area Actual Budget Actual Budget Actual Budget Area1 10 15 12...

Okay, so question i have is this, i have a budget sheet that has the monthly bills in their own cell and my net on top and the leftover on the bottom. so basically the leftover formula is the sum of the positive currency minus the bills. so what i am trying to do is once the payment is taken...

Okay, so question i have is this, i have a budget sheet that has the monthly bills in their own cell and my net on top and the leftover on the bottom. so basically the leftover formula is the sum of the positive currency minus the bills. so what i am trying to do is once the payment is...

I am struggling with creating a formula that works for the below scenario <tbody> A B C 1 Item Budget v1 Budget v2 2 Item A 50 55 3 Item B 60 65 4 Item C 70 75 5 Item D 80 85 </tbody> I have two sheets in one workbook. One with full budget data with in this scenario a Budget v1...

I have a PivotTable that shows expenses across departments. Each department has a set budget for the entire year. In addition to the grand total that shows how much each department has spent, I would like a column that shows how much of their budget is remaining. For example, the DA department...