expenses

  1. E

    Calculated subtotals in Pivot table

    I want to add calculated subtotals into a pivot table Like in a finicial report you want to se Margins after different categories I have the scenario in the tabels below. My datatable is added to the datamodel with connection only. A table with balance per account, I have created an "Income...
  2. E

    Calculated subtotals in Pivot table

    I want to add calculated subtotals into a pivot table Like in a finicial report you want to se Margins after different categories I have the scenario in the tabels below. A table with balance per account, I have created an "Income statement report" in a pivot now I would like to add the 2...
  3. M

    Help with this IF statement

    Its currently set up as follows: =IF(B41="","","Client A Expenses: "&B41) but I want to add another cell in this case B42 to that formula to capture Client B's expenses. How do I tie that in correctly?
  4. Q

    Using Multiple IF Criteria based on search on Text

    Hello People, I have 3 queries and would appreciate your assistance on them: 1) I have a specific concern which I've written in more detail after these 3 listed queries, on how to write a formula which will help group bulk of text data into the desired categories. 2) Could you recommend any...
  5. D

    Multiple criteria SUMIFs including a date range

    I've been banging my head against the wall over what I think should be a pretty straightforward formula. I have a year's worth of expenses that I've categorized with 10 business categories. To start, I used a simple SUMIF to sum any expense in a range for each of the categories to get the...
  6. T

    Passing data to next empty row

    The code below shows no errors but does not post any data when I click the button Private Sub cmbAddEntry_Click() Dim LastRow As Long, ws As Worksheet Set ws = ActiveSheet LastRow = ws.Range("a" & Rows.Count).End(xlUp).Row + 1 ws.Range("B" & LastRow) = txtDate.Text ws.Range("G" &...
  7. B

    Smart Dropdown Functionality

    Is there any way I can do the following with a drop down list? If not please help me find a way around this! To start off I have a tab with different scenarios - let's say 3 - with an on/off filter for each. So Under each scenario I have a unique drop down list with options "on" and "off" If...
  8. I

    Do not show value in cell until it needs to

    Hi, I have the following code in use, It is on Sheet1 cell K33 It shows £0.00 when no value is present. Is it possible to not show anything at all until it needs to. =SUM('INCOME (1)'!G32 -'EXPENSES (8)'!K32)-MILEAGE!C32 Thanks
  9. M

    Recurring expenses and using Excel for full-on accounting ledger

    Hi guys, Starting to use Office 2019 to track profit and loss (please don't digress on using accounting software). Is there any template I can use to make it easier for me? E.g. to handle different currencies, taxes, and insertion of recurring fixed expenses? Thank you.
  10. A

    Expenses greater than 90 days

    I have a pretty large spread sheet that shows expenses for a quarter. On the spreadsheet there’s the date each expense was incurred and the date it was approved. I’m trying to isolate the expenses that were approved more than 3 months after they were incured (>90 days). Is there a formula I can...
  11. S

    Auto Select - Drop Down Option

    Here is the Sample that I will be referencing: https://www.dropbox.com/s/qsnzojulgipugma/Test.xlsm?dl=0 In this financial planner, I have data in sheet one that gets moved over to sheet 2. When this happens, it auto updates the text to remove all the repeating data. (card number). I have made...
  12. R

    Formula help, please

    Hi All, Not sure how to explain this too well but here goes... I have a SS much like the below example, where i have a list of peoples incomes, in this example, 100 & 100. I then have a field with a total of expenses, in this example, 500. I then use a formula as shown below, which looks at...
  13. C

    SUMPRODUCT that is going wrong for some reason

    Hello, I have built a spreadsheet to handle my finances (formulas only, no VBA), and now I am stuck with a formula that I thought would work... but just doesn't. Any help to fix my formula would be greatly appreciated :) In my spreadsheet I have: - the 'Expenses' table with "Account from" and...
  14. R

    Finding the sum value between two date

    HI GOOD EVENING... I HAVE EXPENSES CHART WITH DATE WISE DATA. I NEED TO PUT THE SUM VALUE OF EXPENSES FROM ONE DATE TO ANOTHER AND ALSO THE FROM AND TO DATE WILL BE VARY FOR THE ADJUSTMENT CELLS. CHART - 1 <tbody> </tbody> <tbody> DATE EXPENSE NAME AMOUNT 05/09/2018 STATIONARY...
  15. P

    Modify VBA code to prepare "SUM' with existing a/cs

    Hi all, kindly require to modify the below code so that to still prepare the "SUM" if one or more below accounts are missing. e.g. if the row in col. "A" with account description "FIXED EXPENSES" & "SUNDRY EXPENSES are missing, the code should run and prepare the "SUM" with the rest of them...
  16. E

    Complex Formula; Formula or VBA?

    Hello, Thanks in advance for any help. I'm trying to average out the top 3 expense lines on my spreadsheet that together fall under a specific dollar amount. So for example in column A I have the expense types (electric, water, sewer, etc, which all have the same indicator "E" in column B)...
  17. P

    Adjust an existing VBA code

    Hi all, i would like to modify the below VBA code so that to work to any spreadsheet. However i pasted it as a patch in another VBA code and a message appears as follow: Compile error Dublicate declaration in current scope I write off the first 2 lines and it runs without appear the expected...
  18. R

    Help with this excel problem

    Good afternoon everyone, I have been given this exercise to complete and the instructions seem very vague so not sure how to solve the issue they are asking. Also the way they are doing some of the calculations are straightforward but really weird and do not make sense to me. Looking at the...
  19. P

    "SUM" Based on Description

    Hi all, i would like to "SUM" the below numbers using a VBA code which should base on description in col. "AK". In F.1. are the original data and in Sch.2. is the expected result. Therefore that the rows are not stably and are change due to accounts which have movement for each month...
  20. R

    Create Year to Date based on a dropdown

    Hello All, I am creating a personal budget and on the fist sheet "2018 budget" under column C, I would like to have a formula for the year to date based on the dropdown menu in E6. The date that I would like to pull from is the second sheet that says "2018 monthly allocation." At the top you...

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