Fill Budget Sheet From Expense Totals Sheet

  • Thread starter Thread starter Legacy 396030
  • Start date Start date
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Legacy 396030

Guest
Hello all,

I have been trying to auto fill the actual expense amounts on each month's budget sheet without success. I would greatly appreciate any help with the formulas to amend each sheet based on the category and month for the actual amounts from the Expense Totals worksheet.
Where the word 'Template' appears will be the month of the year. Maybe this can be for matching to the Expense Totals sheet?
Thank you very much in advance for your help.

Expense Totals

ABCDEFG
Mortgage/Rent
Home/Rental Insurance
Electricity
Gas/Oil
Water/Sewer/Trash
Phone
Cable/Satellite

<tbody>
[TD="bgcolor: #CACACA, align: center"]2[/TD]
[TD="align: center"]Category List[/TD]
[TD="align: center"]Jan-2017[/TD]
[TD="align: center"]Feb-2017[/TD]
[TD="align: center"]Mar-2017[/TD]
[TD="align: center"]Apr-2017[/TD]
[TD="align: center"]May-2017[/TD]
[TD="align: center"]Jun-2017[/TD]

[TD="bgcolor: #CACACA, align: center"]3[/TD]
[TD="align: center"]***Home Expenses***[/TD]
[TD="align: center"]January[/TD]
[TD="align: center"]February[/TD]
[TD="align: center"]March[/TD]
[TD="align: center"]April[/TD]
[TD="align: center"]May[/TD]
[TD="align: center"]June[/TD]

[TD="bgcolor: #CACACA, align: center"]4[/TD]

[TD="align: right"]$1,300.00[/TD]
[TD="align: right"]$1,389.00[/TD]
[TD="align: right"]$1,395.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]

[TD="bgcolor: #CACACA, align: center"]5[/TD]

[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]

[TD="bgcolor: #CACACA, align: center"]6[/TD]

[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]

[TD="bgcolor: #CACACA, align: center"]7[/TD]

[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]

[TD="bgcolor: #CACACA, align: center"]8[/TD]

[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]

[TD="bgcolor: #CACACA, align: center"]9[/TD]

[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]

[TD="bgcolor: #CACACA, align: center"]10[/TD]

[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]
[TD="align: right"]$0.00[/TD]

</tbody>

Spreadsheet Formulas
CellFormula
B4=SUMPRODUCT(--('Expense Log'!$D$3:$D$501=$A4),--(MONTH('Expense Log'!$A$3:$A$501)=MONTH(B$2)),'Expense Log'!$B$3:$B$501)

<tbody>
</tbody>

<tbody>
</tbody>


Excel tables to the web >> Excel Jeanie HTML 4


Template

ABC
Wages & Tips
Interest Income
Dividends
Gifts Received
Refunds/Reimbursements
Transfer from Savings
Other
Other
Mortgage/Rent
Home/Rental Insurance
Electricity
Gas/Oil
Water/Sewer/Trash

<tbody>
[TD="bgcolor: #CACACA, align: center"]1[/TD]
[TD="bgcolor: #FFFFCC, align: center"]Back to Switchboard[/TD]
[TD="bgcolor: #99CCFF, align: center"]Template[/TD]
[TD="bgcolor: #99CCFF, align: center"]2017[/TD]

[TD="bgcolor: #CACACA, align: center"]2[/TD]

[TD="bgcolor: #CACACA, align: center"]3[/TD]
[TD="bgcolor: #99CCFF"]BUDGET SUMMARY[/TD]
[TD="bgcolor: #99CCFF, align: center"]Budget[/TD]
[TD="bgcolor: #99CCFF, align: center"]Actual[/TD]

[TD="bgcolor: #CACACA, align: center"]4[/TD]
[TD="align: right"]Total Income[/TD]
[TD="bgcolor: #FFFFCC, align: right"]$0.00[/TD]
[TD="bgcolor: #FFFFCC, align: right"]$0.00[/TD]

[TD="bgcolor: #CACACA, align: center"]5[/TD]
[TD="align: right"]Total Expenses[/TD]
[TD="bgcolor: #FFFFCC, align: right"]$0.00[/TD]
[TD="bgcolor: #FFFFCC, align: right"]$0.00[/TD]

[TD="bgcolor: #CACACA, align: center"]6[/TD]
[TD="bgcolor: #FFFFCC, align: right"]NET[/TD]
[TD="bgcolor: #FFFFCC, align: right"]$0.00[/TD]
[TD="bgcolor: #FFFFCC, align: right"]$0.00[/TD]

[TD="bgcolor: #CACACA, align: center"]7[/TD]

[TD="bgcolor: #CACACA, align: center"]8[/TD]
[TD="bgcolor: #99CCFF"]INCOME[/TD]
[TD="bgcolor: #99CCFF, align: center"]Budget[/TD]
[TD="bgcolor: #99CCFF, align: center"]Actual[/TD]

[TD="bgcolor: #CACACA, align: center"]9[/TD]

[TD="bgcolor: #FFFFCC, align: right"]$0.00[/TD]

[TD="bgcolor: #CACACA, align: center"]10[/TD]

[TD="bgcolor: #CACACA, align: center"]11[/TD]

[TD="bgcolor: #CACACA, align: center"]12[/TD]

[TD="bgcolor: #CACACA, align: center"]13[/TD]

[TD="bgcolor: #CACACA, align: center"]14[/TD]

[TD="bgcolor: #CACACA, align: center"]15[/TD]

[TD="bgcolor: #CACACA, align: center"]16[/TD]

[TD="bgcolor: #CACACA, align: center"]17[/TD]
[TD="bgcolor: #FFFFCC, align: right"]Total INCOME[/TD]
[TD="bgcolor: #FFFFCC, align: right"]$0.00[/TD]
[TD="bgcolor: #FFFFCC, align: right"]$0.00[/TD]

[TD="bgcolor: #CACACA, align: center"]18[/TD]

[TD="bgcolor: #CACACA, align: center"]19[/TD]
[TD="bgcolor: #FF99CC"]HOME EXPENSES[/TD]
[TD="bgcolor: #FF99CC, align: center"]Budget[/TD]
[TD="bgcolor: #FF99CC, align: center"]Actual[/TD]

[TD="bgcolor: #CACACA, align: center"]20[/TD]

[TD="bgcolor: #FFFFCC"][/TD]

[TD="bgcolor: #CACACA, align: center"]21[/TD]

[TD="bgcolor: #FFFFCC"][/TD]

[TD="bgcolor: #CACACA, align: center"]22[/TD]

[TD="bgcolor: #FFFFCC"][/TD]

[TD="bgcolor: #CACACA, align: center"]23[/TD]

[TD="bgcolor: #FFFFCC"][/TD]

[TD="bgcolor: #CACACA, align: center"]24[/TD]

[TD="bgcolor: #FFFFCC"][/TD]

</tbody>

Spreadsheet Formulas
CellFormula
B1=MID(CELL("filename",A1),FIND("]",CELL("filename",A1))+1,256)

<tbody>
</tbody>

<tbody>
</tbody>


Excel tables to the web >> Excel Jeanie HTML 4
 
Last edited by a moderator:

Excel Facts

Format cells as currency
Select range and press Ctrl+Shift+4 to format cells as currency. (Shift 4 is the $ sign).

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