Social Security Monthly Allowed

Robert Wyatt

Board Regular
Joined
Jul 15, 2012
Messages
97
Office Version
  1. 2019
Platform
  1. Windows
I trying to figure out a way to keep track of my monthly Social Security allowed gross wages, I have it figuring the yearly like I need, but I can't seem to figure out a way for the monthly. Is there any way to have it figure it monthly without counting the past pay periods. So I have four checks in April, but now I'm tracking Mays pay how would I do that without having Aprils counting into it?
Book1
ABCDEFGHIJK
1SOCIAL SECURITY REGISTERAllowed Annually:$22,320.00Allowed Monthly:$1,860.00
2Multiplied by 52 Pay Periods; $1,754.51Estimated Monthly Earnings
3PP#Pay DatePayYear-To-DateAmount Before Penalty'sAmount To Earn before Penalty's:$20,565.49
41303/29/2024$239.25$239.25$22,080.75
51404/05/2024$313.50$552.75$21,767.25
61704/26/2024$566.72$1,119.47$21,200.53
71805/03/2024$154.72$1,274.19$21,045.81
81905/10/2024$480.32$1,754.51$20,565.49
Sheet1
Cell Formulas
RangeFormula
K1K1=ROUND(I1/12,2)
I2I2=SUM(C4:C55)
I3I3=ROUND(I1-I2,2)
D4:D8D4=IF(ISBLANK(B4)," ",SUM(D3,C4))
E4:E8E4=IF(ISBLANK(C4)," ",SUM(22320-D4))
 

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@Robert Wyatt Might this help?

Testing Formula Update.xlsm
ABCDEFGHIJK
1SOCIAL SECURITY REGISTERAllowed Annually:22320Allowed Monthly:1860
2Multiplied by 52 Pay Periods; 1754.51Estimated Monthly Earnings
3PP#Pay DatePayYear-To-DateAmount Before Penalty'sMonth PayAmount To Earn before Penalty's:20565.49
4133/29/24239.25239.2522080.75239.25
5144/5/24313.5552.7521767.25 
6174/26/24566.721119.4721200.53880.22
7185/3/24154.721274.1921045.81 
8195/10/24480.321754.5120565.49635.04
9 
Sheet7
Cell Formulas
RangeFormula
K1K1=ROUND(I1/12,2)
I2I2=SUM(C4:C55)
I3I3=ROUND(I1-I2,2)
D4:D8D4=IF(ISBLANK(B4)," ",SUM(D3,C4))
E4:E8E4=IF(ISBLANK(C4)," ",SUM($I$1-D4))
F4:F9F4=IF(MONTH(B4)<>MONTH(B5),SUM(C$4:C4)-SUM(F$3:F3),"")
 
Upvote 0
Solution
I get paid weekly, so I would need it to figure each pay period of the month then figure out when to start new month's figure without adding the previous months. My checks each pay period are not the same. I schedule of work is Friday, Saturday, And Sunday. I might be called in to fill in for some one if they need a day off. But I normally work most of the time one day a week sometime three Friday, Saturday, and Sunday when they work on the weekend that is not all time.
 
Upvote 0
@Robert Wyatt Might this help?

Testing Formula Update.xlsm
ABCDEFGHIJK
1SOCIAL SECURITY REGISTERAllowed Annually:22320Allowed Monthly:1860
2Multiplied by 52 Pay Periods; 1754.51Estimated Monthly Earnings
3PP#Pay DatePayYear-To-DateAmount Before Penalty'sMonth PayAmount To Earn before Penalty's:20565.49
4133/29/24239.25239.2522080.75239.25
5144/5/24313.5552.7521767.25 
6174/26/24566.721119.4721200.53880.22
7185/3/24154.721274.1921045.81 
8195/10/24480.321754.5120565.49635.04
9 
Sheet7
Cell Formulas
RangeFormula
K1K1=ROUND(I1/12,2)
I2I2=SUM(C4:C55)
I3I3=ROUND(I1-I2,2)
D4:D8D4=IF(ISBLANK(B4)," ",SUM(D3,C4))
E4:E8E4=IF(ISBLANK(C4)," ",SUM($I$1-D4))
F4:F9F4=IF(MONTH(B4)<>MONTH(B5),SUM(C$4:C4)-SUM(F$3:F3),"")
 
Upvote 0
I get paid weekly, so I would need it to figure each pay period of the month then figure out when to start new month's figure without adding the previous months. My checks each pay period are not the same. I schedule of work is Friday, Saturday, And Sunday. I might be called in to fill in for some one if they need a day off. But I normally work most of the time one day a week sometime three Friday, Saturday, and Sunday when they work on the weekend that is not all time.
 
Upvote 0

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