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When and what is the minimum balance in my check register?!

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    When and what is the minimum balance in my check register?!

    I looked and didn't see a thread that answers this, if I missed it; my apologies. I, like dorlow, in another thread, have a check register in excel. The check register is already filled out for the rest of the year. (Yes, it's January, but I already know my house payments, car payments, average on monthly bills etc...)

    I am looking for the date and amount that has the lowest balance in my check register.

    Check register is sorted on DATE which is column A. BALANCE is column G. This is a pretty dynamic spreadsheet, so I am not looking for a solution where I have to key in a start or end date, I have been trying things like: '=MIN(IF(($A:$A>TODAY()-1),$G:$G,"")) to find the date with the lowest balance from today to the end of the year but can't get that to work.

    If successful; when I open spreadsheet it will automatically recalculate and show:
    Lowest Balance is $1234.67
    Occurs on 8/19/20

    (or what ever the correct values are)

    Thank you so much for your time.
    cc

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    Re: When and what is the minimum balance in my check register?!

    Hi,

    the minimum balance can be returned by this array formula

    Formula: copy to clipboard
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    Don't enter the curly brackets yourself - use ctrl, shift and enter to confirm..

    Likewise the date on which the minimum value occurs can be returned using this array formula:

    Formula: copy to clipboard
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    You'll need to amend the date to your local format (I guess 12/31/2020 ?)

    Try to avoid the use of full columns where you can - it slows down your spreadsheet.
    Rule 1: Never merge cells
    Rule 2: See rule 1

    "Tomorrow I'm going to be famous. All I need is a tennis racket and a hat".

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    Re: When and what is the minimum balance in my check register?!

    Thank you so much for your help.
    I have copied your formulas, but made a change or two.

    1) I had the A:A to be dynamic and take care of any amount of entries in the register - to try to accomplish that within your example I changed the A1:A365 (don't forget some years have 366 days) to A2:A99999. The A2 skips A1 which holds the column title.

    2) Again to be dynamic, (like not having to remember what and where needs to be changed for next year, and the year after) I hoped to replace the DATEVALUE("31/12/2020") with DATE(YEAR(TODAY()),12,31)

    After making the changes both cells return #VALUE!

    Knowing me, I probably made a small error somewhere. I guess the real problem is that I'm too picky in that it must be dynamic, and not need ay changes after the formula is entered, even when more records are added, or for subsequent years, or for years with 366 or 365 days.

    Again, I do appreciate the help!! I've been struggling with this for a few weeks to no avail, and any and all help is appreciated. I'm sure it will eventually get solved.

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    Re: When and what is the minimum balance in my check register?!

    Hi,

    That looks like it should work - are you confirming the formulae with CTRL, SHIFT and ENTER?

    Can you attach a small example sheet?

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    Re: When and what is the minimum balance in my check register?!

    Administrative note
    Please update your profile as necessary to properly reflect the exact version(s) of Excel your question relates to. Members tailor answers based on your Excel version. Your profile does not indicate your version.
    Click on the "File" tab of the wbk, then "Help", and it's indicated in the window on the right side
    Thanks

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    Re: When and what is the minimum balance in my check register?!

    Sounds Reasonable.. I opened workbook, clicked "File" upper left corner of screen. Goes to a screen whereby I can select blank templates. Left of screen has column with following options..."Home, New, Open, Info, Save, Save As, History, Print, Share, Export, Publish, Close, Account, Feedback, and Options". I do not see "Help" on that screen.

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    Re: When and what is the minimum balance in my check register?!

    Do you see Account? What does the splash screen say whenever you launch Excel?
    Ali


    Enthusiastic self-taught user of MS Excel who's always learning!
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    Re: When and what is the minimum balance in my check register?!

    here is small version of checkbook, yes data has been sanitized and cut down but it does cover this year.
    Attached Files Attached Files

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    Re: When and what is the minimum balance in my check register?!

    Saw account, clicked on it and I get a screen showing "Sign In" and "Microsoft Office Home and Student"... is that it?
    I have included thanks in earlier post, and of course I will especially when we get this problem unraveled. Aligw, thanks for the time you put in here to bring the community forward. - to you I offer an old Greek Saying (Translated, of course) - I hope today is the best day you've had and the worst one you will ever have.
    cc

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    Re: When and what is the minimum balance in my check register?!

    Oops, typeo, it actually says - "Microsoft Office Home and Student 2016"

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    Re: When and what is the minimum balance in my check register?!

    Hi,

    Your minimum formula needs to be changed to this:
    Formula: copy to clipboard
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    The range in A:A and G:G must be the same length for it to work

    The date formula looks like this:
    Formula: copy to clipboard
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    Remove the leading "=M6" part of the formula and it works.

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    Re: When and what is the minimum balance in my check register?!

    Thanks for updating your profile and for the kind words.

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    Re: When and what is the minimum balance in my check register?!

    To: SWEEP - Looks good, and I think it will work, when I "cut" and "paste" into my file I get an "#VALUE" message. I checked and all values from G2 to end of column are numeric.. what do you think I should be looking at to resolve the errof. And thank you so much for your time as you can see this has been baffling me for a couple of years. So far I'v just had to re-edit the formula every couple of days to move the start point for example G77:G99999 then a few days later G94:G99999
    Last edited by Charles52; 02-03-2023 at 11:05 AM.

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