budgeting

  1. S

    Budget assistance - dependent on dates - index, match, offset?

    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...
  2. H

    Calendar Data to Input to Excel like Outlooks built in scheduling form

    Hey There is there a way I can create something similar to the outlook Calendar input form that I can use for budgeting analysis on my excel spreadsheet? Is it crazy hard? Would this need to be done with User forms? Is there an alternate method you would suggest? Thanks in advance! Kind...
  3. M

    Estimating staff costs based on start and end dates, by month

    Hello all, I am trying to create a staffing budget that will pro-rate their gross salary into each pay period, taking into account any contract changes i.e. a member of staff may reduce hours in year, and I would like to create a template that would allow for the new contract to be entered, and...
  4. L

    Cost per month of multiple concurrent, intra-month projects?

    Hello all, I am working with a table containing a list ofprojects, project start dates, project end dates and project costs per day. Theprojects can last any number of days and end in different months than theystart (eg Project 2). This table is shown below in range A1:D5: I want to...
  5. T

    Budgeting Venue Options

    I'm trying to create an event budgeting spreadsheet. I have 3 venues that I'm looking at. How can I create a dropdown of the 3 different venues, and have that venues pricing populate? I'm trying to avoid create three separate spreadsheet for each venue. Thanks in advance!
  6. C

    Need to write a SUM with IF and AND functions. PLEASE HELP!

    I need help writing a formula. I am trying to make some budgeting sheets in Excel. I have one sheet with a table called MonthlyExpenses, with columns for Date, Categories (includes a drop down list with specific options), and Actual Cost. On another sheet I have a summary sheet which compares...
  7. B

    Budget IF question

    Okay guys. Here is a crazy one, but I am building some amazing personal budgeting sheets. First, an explanation of what I am trying to do. I have a row of numbers in 3 cells. 20 -20 0 20 is what I budgeted to pay of a debt. -20 is what I owe on the debt. (retrieved from a cell in...
  8. J

    Drawing a Bar Chart Within a Bar Chart and Adding a Line

    Hi, I was browsing through excel templates for budgeting and came across this template with a graph that I would like to know how to construct. Here is a picture of the graph: And the link to the template is: Event Budget Template for Excel Would really appreciate if anyone could explain to...
  9. J

    SUM range, but if adjecent cell is not blank, sum that value

    Hey guys, I'm stuck: I'm trying to do a personalized budget worksheet, but am running into an issue. Column A has the item, column B lists it as a necessity or a wish. Column C represents the budgeted (expected) price of my item, and after I buy it, column D represents the true value of final...
  10. M

    IF function referencing a range of cells and sheets

    Hello, I am setting up an expenses tracker for myself each month has it's own sheet and I have the last sheet tracking my Visa bill. What I want is if the Value in Column I in any of the sheets is "Visa" then copy the value in cell K to column E in the Visa Sheet in the form of a list. For...
  11. charlesstricklin

    Calculate number of paydays in a month?

    If I give Excel a date (say, January 1, 2015) and assuming I get paid every two weeks on Thursdays, how would I go about finding the number of paychecks per month? (I know it'll either be 2 or 3, of course.)
  12. J

    Slipping & Limiting Contract Revenues Based Off Start / End Dates

    I am feeling rather lost - I spent from 9am yesterday morning to 5am this morning trying to solve this problem to no avail. I have a report due tomorrow at 12pm and need to get this finalized on a tight timeline. About to lose it haha :eeek:! For the sheet below I have 7 cases that I need to...
  13. T

    How can I make budgeting easier?

    So I have a new job and am trying to examine my expenses in excel (i.e. to budget), and I would like to find a way to automatically populate rows that will serve the purpose of not only dividing each week separately but also to calculate--inside one of the cells within the row--the week's total...
  14. M

    VBA code to insert text into a row when new data is entered + refresh a chart

    The title is HORRIBLE I'm sorry. The problem is much easier than the title sounds. (I think.) Anyway, I have a spreadsheet I'm using for a budget. For example 11/14/13 $-16.00 Dinner. Very simple. I also have a list of each category using =sumif statements. It basically tallies all money...
  15. H

    ANy free Access Templates?

    Can anyone direct me to a site where I can find a free temp;late for a Access template for Gneral Ledger/lLedger and project accounting? I need to be able to input various types of transactions against budget line items on a project basis and then have it reflect on an overall division ledger...
  16. R

    SUMIF FUNCTIONS based on a number of criteria

    I'm after some help on quite a complex formula I think... I have a spready that in worksheet 1 states all reciepts with in column A the account name, column F the sum of payment, column G the month paid. In the additional worksheets I have the totals for each month by account name i.e...
  17. T

    Complicated if/then formula with date ranges

    Hello everyone! Thanks in advance for any help you can offer me. I'm trying to create a budget that autopopulates based on info entered into my checkbook. I have categories attached to each checkbook entry. I want the budget to create a sum based on both the category and date. So for each...
  18. T

    Sum one range based on another

    I tried attacking this as a SUMIF, but no dice. I am working on budgeting for 2012 at work based on general ledger accounts and departments. Some of this information is going to be updated later and needs to be ommitted from the SUM, the numbers are just a place holder. In the SUM, I only want...

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