+ Reply to Thread
Results 1 to 3 of 3

Formula HELP for a newbie

  1. #1
    Registered User
    Join Date
    MS-Off Ver

    Question Formula HELP for a newbie

    Hi there,

    I am very new to excel and only really know the basics, but I am slowly starting to use it to a bit more potential. I only know how to write formulas using the builder but even that take a bit of guesswork as well.

    I need to make a formula that can help automatically process some financial data. I am freelance and when I do a job I sometimes will not get paid till the next month or even next two months so I need a formula that can look at what date I mark a payment ‘received’ and enter it into the correct monthly column.

    If you look at the jpeg of a new financial spread sheet I’ve put together I need it to see what month I write in the ‘received’ column then take the amounts in ‘taxable’ and ‘expenses’ and put in in the correct month in the ‘monthly income / basic expenses’ sheet below.

    So i.e. – Inc 1001 – This job was on April but payment was not received till May. I need the payment in the ‘taxable’ column and any other payment in that column also received in May to sum up into one lump sum for the income row ‘Lighting Technician’ in the sheet below it.

    Then the same but for expenses but that will go in ‘expenses received’.


    If this is possible please give me a dummies guide how to formalise it.

    Thanks E

  2. #2
    Forum Contributor Big.Moe's Avatar
    Join Date
    Corea, Maine, USA
    MS-Off Ver
    Excel 2010

    Re: Formula HELP for a newbie

    Your explanation and your line work on your image are a bit confusing, you might want to formulate your request better in order to get more responses.

  3. #3
    Forum Expert Sam Capricci's Avatar
    Join Date
    Palm Harbor, Florida
    MS-Off Ver
    16.56 for Mac (home)

    Re: Formula HELP for a newbie

    Welcome to the forum. Please take a look at the forum rules, especially #1 and change your post title. People search and your title won't help anyone with a similar problem.
    Make contributors happy, click on the "* Add Reputation" as a way to say thank you.
    Sam Capricci

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Hellos, another newbie here. An old newbie 31 years just started to use VBA!
    By vba_newbie83 in forum Hello..Introduce yourself
    Replies: 1
    Last Post: 08-31-2014, 03:37 AM
  2. [SOLVED] Newbie! Help with a formula
    By KidGuam in forum Excel Formulas & Functions
    Replies: 4
    Last Post: 03-29-2014, 10:49 PM
  3. Formula assistance for simple banking record
    By JamFam in forum Excel Formulas & Functions
    Replies: 1
    Last Post: 10-08-2013, 02:09 PM
  4. [SOLVED] Please help a newbie with IF formula
    By hshimamura in forum Excel Formulas & Functions
    Replies: 4
    Last Post: 06-26-2013, 12:25 PM
  5. Need help with Formula ~ Newbie
    By sricomm in forum Excel - New Users/Basics
    Replies: 2
    Last Post: 10-03-2006, 12:06 AM


Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1