budget

Hello, I am new to Excel and trying to make a budget planner. I have already created a basic sheet for the entire current month, a second sheet for Payday, and a third sheet for the following month. I have learned a lot of what not to do LOL :laugh:. Any tips or pointers out there to enhance or...

Friday night problem has me vexed. I am creating a report containing budget data. Trying to include data from last year's budget for the same month. How do I write a sumifs formula with a dynamic sum range. Last year's budget is in a separate tab to the report. Range on budget sheet with data to...

Hi folks, I am working with columns of data set out like a budget. it has each month of the current financial year across the top. the report currently groups the future months that have no data yet. I would like to set up a worksheet change event that does the grouping for me when I change the...

I have made a budget sheet on excel and I have a few columns per month. Category, Budget, Actual, Remaining. My question pertains to the Budget, Actual, And Remaining sections. Currently I have an Amount X in the budget column that remains constant. In the Actual column I have a formula that...

I have made a budget sheet on excel and I have a few columns per month. Category, Budget, Actual, Remaining. My question pertains to the Budget, Actual, And Remaining sections. Currently I have an Amount X in the budget column that remains constant. In the Actual column I have a formula that...

Hi im trying to develop a formula to identify when a budget has been exceeded. to simplify; B10:G10 contains Jan, Feb, Mar, Apr, May, Jun B11:G11 contains 1, 2, 5, 7, 9, 5 A11 contains the budget, 7 I need the output in H11 to indicate "Mar" representing the month where the budget value...

Hi all, Hopefully a fairly easy one. Months across the top A B C D M Jan Feb Mar etc Budget 1 £1 £3 £4 £5 So if I spend £1 in Jan, £3 in Feb and then £4 in Mar - how do I...

Hi Guys, Sorry if this is an easy question, I'm a VBA beginner. This is a training tracker used within our team. Is there a module that; automatically detects cell value "Did Not Attend" in column "J" and if TRUE - inserts a duplicated row below (without the cell data of "J" & "L:S") Many...

Hi I am using Excel 2013 and looking at setting up a pivot table and chart to show: Freight Cost Freight Budget Variance % I can't seem to get the variance column to show the percentage change between actual and budget correctly Can anyone help me with a formula? Thanks

Hello All, I am trying to figure out a formula for the following: I have three tabs in an excel workbook for an accounting project: "Variance," "Actual", and "budget." Each tab has a unique GL# in column A followed by dollar amounts in the next columns representing the month. All the tabs...

I'm a newbie here.... so go easy. I have a home budget excel file that as multiple columns to sort categories, date, $ amount and description. I download my statement in CVS format from my bank and copy/paste the columns manually. I would like to place the downloaded csv file folder and in the...

Hello and a very happy and prosperous new year to everyone! My first post hopefully will make some sense but here goes - I have a main file that needs to combine in data from other files. The list of files change overtime as new divisions/departments are set up and/or closed. I keep the upto...

I have done all of my 2018 budget projections for a accounting firm and looking for Dashboard ideas. Can anyone help. Just looking for something I have not thought of yet.

Situation: I am trying to print off reports for selected budget holders (selected from a Budget Holder Table), using the budget holder name to feed into a slicer which then updates various pivot tables. Objective: The objective is to populate efficiently the slicer with a single budget...

Hi, Writing after so long, I have a problem with Pivot table calculated field. let me explain. I have Data which gives me Budget and Actual. The column which distinguish Actual and Budget is names "Type" I have a pivot table which gives me location wise bifurcation of Budget Vs Actuals. Now I...

Hello, My company has decided they have a small budget for employee development and I was thinking of trying to apply my portion towards a VBA or Excel course. I already do quite a lot of work with Excel and have self taught myself VBA but I thought a course to learn best practices and some new...

Hi I know there are some popular form or application can use excel, for example 1) Time Sheet 2) Invoice 3) Monthly budget I can do all above using Excel. Do you know other popular applications like that? Thanks

Hello, I am trying to create a stacked column chart. I know how this is done; but what I am trying to do with the chart is to instead of stacking 1Q Budget ($1,000) and 1Q Actual ($500) on top of each other; I want to show the 1Q budget as like a column showing up to $1,000 on the Y - Axis...

I am struggling with a problem using an array of folders and looping through them to perform an activity. I do not want to get in to any of the sub-folders. When i run the following I get in to some looping issues that I cannot figure out how to resolve. Any assistance is much appreciated. I...