Formula suddenly displaying not correct results on summary sheet

Hi all,

So I hope that I attached the file correctly - might be a good start =)

A few years ago I asked a friend to help me create a spreadsheet to track applicable expenses between my son's mother and I, because arguments were becoming regular regarding who owed who what sums (we're not together but share custody). He helped me create the attached workbook, which has a summary sheet, a sheet for every year, and some categories hidden in another sheet.

For some reason, when we switched into 2015 and I tried to create the '2015' sheet (as outlined in the "to add a new year" sheet) it seems that something odd happened. If you look in the "Data Entry" sheet, none of the "loaned, borrowed, or repayment" categories are transferring over for January 2015 - and so the sheet is indicating that I owe her a bunch of money which I have entered as paid. My friend and I spent an hour toying with it but we are stumped, and I feel bad asking him to spend more time as he is extremely busy and I don't want him to feel bound to this sheet for the rest of his life when anything goes wrong =\ I am not very adept with formulas, so here I be =\

Can someone have a look and try to help me correct the error? Also, If you have a better way to structure the summary sheet such that we don't actually have to create a new sheet every year and the balance just caries forward on it's own that would be great. The advantage to being able to view year by year is that we can look back and track expenses to see where increases are found, but i'm sure that there is a way to just see "a year at a glance" without needing to chop up the sheet every year.

Thanks so much for the help in keeping the peace, lol!

Sincerely,



Jay



Jay & Sara expenses.xlsx

If you unhide columns C and D on the Data Entry sheet you will see that there are a few blanks for the month and year - presumably you have inserted some rows and the formulae have not been copied. Copy the formulae from C253:D253 down to cover the blanks, then you can hide those columns again.

Hope this helps.

Pete

Spectacular!!!! That was it!!!!! Thank you so much =)

I was wondering, the one point of issue each year is that I have to "bring the balance as at Dec 31" over to the next year and start it as a new "loan" - so for example if I owe Sara $55 on Dec 31 I have to manually put "Jay borrowed $55" on Jan 1 in order to have the balance carry over. Sounds easy enough, but for some reason it doesn't end up being that way. For example, I thought I properly calculated that Sara owed me $44 as of Dec 31, 2014 (because, naturally, i remembered to do it mid-jan, lol), but i think i screwed that up =\ Can you quickly help me figure out what the balance is at Dec 31, 2014? When I delete everything after that it says the the balance is 0, but if you look at the only 3 entries in Dec the first was me putting the balance to '0' by paying $558.72, and the other two are expenses I incurred which are more than $88 ($88/2 because the expense is shared)

Is there any way to make this process easier? Or should i just put a reminder in my calendar and move on?

Thanks,


Jay

I'm sorry, Jay, I don't have time to look into all the details of the file, especially as some of the things are hidden. It doesn't strike me as too difficult to put a single line entry in at the end of each year - I had a much more complicated year-end process to carry out on my accounting package each time we moved into a new financial year.

Pete

makes sense!

Cheers, and thanks again.


Jay