Need help create an equation that adds amounts paid to an HOA based on a pick list value being "paid"

cjmlcr

New Member
Joined
Oct 13, 2020
Messages
1
Office Version
  1. 365
Platform
  1. MacOS
I run an Home-Owner's Association for a 4 unit condo complex. I've tried to create a spreadsheet tool to help me with the job. I'm not very good with Excel so I need some help with what I am trying to do. This problem is difficult to describe but I will try and see if someone can help.

Every month I collect HOA dues based on the Water bill, the cost of lawn care, and a fixed base amount we've agreed upon (currently $100). In my spreadsheet, I have a tab that I use to enter those values each month. I have separate tabs for each of the four condo units that pulls the values from the input tab to track what they owe each month. When they send me a check I have a pick list where I select "paid".

There is a separate tab called HOA Expenses where I tally all HOA money collected and money spent and show the difference. This tab includes one off expenses paid by the association during the year. For the money collected for each month, I have columns for Water bill, Lawn Maintenance, HOA base amount. I have uploaded screenshots of the three different tabs with some data shown for clarity.

Currently in the HOA Expenses tab, the values for the Water bill collected, the Lawn maintenance collected and HOA dues collected are directly derived from the values in the input data tab. I want create equations for these cells such that the amounts are tallied based on if I have actually received the payment for the month. So for example, if I only received payment from three of the owners, only 3/4ths of the totals from the Input Data table for that month would be calculated.
 

Attachments

  • Input data tab.png
    Input data tab.png
    119 KB · Views: 51
  • Unit 1013 Ledger.png
    Unit 1013 Ledger.png
    201.2 KB · Views: 51
  • HOA Expenses.jpg
    HOA Expenses.jpg
    206.8 KB · Views: 51

Excel Facts

What did Pito Salas invent?
Pito Salas, working for Lotus, popularized what would become to be pivot tables. It was released as Lotus Improv in 1989.

Forum statistics

Threads
1,223,911
Messages
6,175,337
Members
452,637
Latest member
Ezio2866

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