income

  1. F

    OFFSET and MATCH? How to get rolling 3 month average of income based on moving anchor?

    Hello Mr Excel I am trying to get a rolling average of income for three months. I have created the anchor for current month (which automatically moves based on current month), let's say in cell D1 and want to then average the income in cell B3, C3 and D3 - see below. If the current month was...
  2. M

    basic formulas

    Hello, I am using Win 10, and an alternative to microsoft excel called PlanMaker since I dont have a copy of microsoft excel. I have had trouble trying to post an example of the data so I will try to explain with a picture and a brief description. I need help with simple formulas, working...
  3. D

    Need VBA Code for the below scenario

    Hey Guys, Below is the scenario to write VBA code:- > If Score is > 900 > If Income is > 600000 > If Occupation = "Salaried" and Income > 500000 > If Marital Status = "Single" > If Own house = "yes" 1, If any one of the above criteria met result should be "Loan Eligible" 2, If any one of the...
  4. L

    summarizing by year

    I have an income statement table (worksheet IS) with structure as such: Rows: date by months in row1 (Jan 2015, Feb 2015,...), year of month in row2 (2015, 2015,...). Cols; A empty, B has the labels of the line items in the income statement (revenue, expenses, interest earned, net income...
  5. K

    Capturing Previous Month's Transactions Total for Fiscal Year

    Hi, I have a database which captures quite a bit of data, among them financial transactions. At the beginning of each month a number of reports are generated for the previous month's transactions, most of which are exported to Excel and works perfectly. We have now been given an annual...
  6. J

    if column b* contains "october income", then fill current cell with $ amount in same row that contains "october income" with column h data

    I'm putting together Quickbooks reports into one spreadsheet for each group within our church. I'm having the offerings and expenses listed by month at the top of the page. Within the report, it will have "October income" (or whatever month) in column b. I want to have the total $ which is in...
  7. P

    Enter Description below "NET PROFIT / LOSS"

    Hi everyone, i would like to enter the description "Occupancy" below NET PROFIT / LOSS using a vba code. Please note that the rows are not stable. The Schedule 1. shows the original data and schedule 2. is the expected result. Many thanks in advance Schedule 1. <tbody> A 1 Income 2...
  8. K

    sum totals in one column if values in another column are equal

    I have an Excel 2010 worksheet tracking homeless client data for a cold weather shelter for families. Each family is assigned a number. If there are 5 members in the family, they will all have the same unique family number. The Family # is in column D of the spreadsheet. One of the family...
  9. L

    If or statement

    Sub For i = 1 to lastrow If Cells(i, 4).Value = "Income" Or Cells(i, 4).Value = "Expense" Then Range("A" & i, "G" & i).Copy Sheets("Trial WorkSheet").Select Range("A1").Select lastrow = Range("A1000000").End(xlUp).Row...
  10. P

    Percentages based on description criteria

    <!--[if gte mso 9]><xml> <o:OfficeDocumentSettings> <o:RelyOnVML/> <o:AllowPNG/> </o:OfficeDocumentSettings> </xml><![endif]--> Hi all, I would like to create a vba code so that to prepare the percentages in col. C, E, G, I, K, based on categories descriptions criteria, as my below P & L...
  11. N

    Multiple IF plus an AND and OR - is it possible?

    Hi I feel like this is probably a bit must to ask but lets see - i have 3 pieces of data for Income / Debt / Credit. For the purpose of this A1 = Income, B1 = Debt and C1 = Credit i need to create a % score based on 4 variable produced by those bits of data. IF B1+C1 = A1 "0%" IF B1 + C1...
  12. B

    Formula for a homework question

    If net income is at least $15,000 and at most $35,000, taxes paid are 28% of income above $15,000, else, If net income is less than $15,000 then taxes paid are 15% of income above $8,000. else, If net income is greater than $35,000, taxes paid are 33% of income above $35,000 B22 is cell...
  13. S

    Excel Solver

    The question goes like this: Last year, the Tan household spent $11,000 on food, $5,900 on transportation, and $7,200 on other expenses. The cost increases per year by official estimates for food is 4.5%, transportation is 6.2%, and others are 8%. The family's total income in the previous year...
  14. T

    MTD target calculator

    Hello, Could anyone help me. I'm not very good at Excel and need the formula's for the following. My target for the month needs to be split by the number of workings days and then the MTD figure worked out depending on date input. I will enter the Income figure daily but I need everything else...
  15. B

    How to have formula auto fill down a row

    Trying to do some income tax reporting for example if A1 income is X multiply by the following if its X do this instead. I am fairly new to VBA but how do I make it auto fill a range for example A1:A10? Here is the code I wrote and if there are better ideas I am open to that. Dim income...
  16. C

    Portfolio Formulae??

    Let's say we have two portfolios: Growth and Income. Growth and Income use some of the same funds, as in A3 through D7 in the table below. And let's say we have two clients, each with some mix of the two portfolios. In the example below, for instance, Jane Doe will invest 80% in the 'Growth'...
  17. D

    Determining the correct income distribution based on several different ranges

    Hi, My problem is calculating the correct income range based on several other income ranges. The solution is listed in the all units row. I need a formula that will return the correct scenario. I find the figuring out the gaps is the biggest problem that I am having. My attempts have mostly...
  18. D

    Variable tax,

    I have been a frequent visitor of this site and always could find the solution for my Excel challenge by searching through old topics. However, the solution for the challenge I have now seems not to been handled yet. I hope someone in the forums can help me with the following: I have a file...
  19. Aon

    Finding tax percentage based on annual income & State

    I need for the user to be able to input there annual salary, then select there state (from a pull down, that is generated from a list) I need a formula too take that information go through and find the persons state. Then basically scan through that individual states tax brackets & return the...

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top