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Budgeting Spreadsheet

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    Budgeting Spreadsheet

    Hello All,

    New member here! I'm somewhat of a Novice with Excel compared to everyone on here!

    I'm working on designing a Budget spreadsheet in Excel but running into an issue. I will explain the best I can.

    I want to be able to enter my bills in a column, amount in a column, and then the due date for each bill. I would like the user to be able to pick the date that each bill is due (ie. the 15th of each month). Is there a formula or something I can use that will allow me to have that as an option?

    The endgame would be to have a macro run once all bills are inputted and advise on how much money is needed from each check.

    Does that make any sense? I'm sorry if I am not being clear enough.

    Thanks in advance!

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    Re: Budgeting Spreadsheet

    Please read the yellow banner at the top of this page on how to attach a file.
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    Re: Budgeting Spreadsheet

    Hopefully I did it right!

    The endgame is to have the dates entered from the "due dates" feed information to the "date paid" and then excel calculate the information and fill the table out accordingly.
    Attached Files Attached Files

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    Re: Budgeting Spreadsheet

    There are many questions that has to be answered to be sure of the desired results.
    In my response I assumed 40 hours at $60.00 per hour for a total of $2400 per pay period.
    Most pay periods are once every week, twice per month or once per month. You showed 3
    periods so I assumed two pay periods the first and the 28th of a given month. You mortgage
    was $1700 per moth which left little for any other bills. I split this as $850 for each pay
    period. With a realistic salary and other bills you may find that this does not have to be
    and use the full amount for one pay period. I added a few more bills to see if the formulas
    worked ok and they seem to have worked good.

    Since most of this is done with assumptions that I have no idea if valid. This may be a
    solution for you or not. At least this should give you an idea of what to explain and
    defined if you seek further help.

    Please let me know if this is helpful and solves your requirements and if not then please
    update the real data on any assumptions that I made.
    Attached Files Attached Files

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    Re: Budgeting Spreadsheet

    I get paid on the 15th and the 31st, my wife gets paid on the 26th of every month.
    Attached Files Attached Files

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    Re: Budgeting Spreadsheet

    Ok I added a list for gas and sewer, I changed the 2nd entry for gas to sewer. if you do not
    want a list for that just delete it. I added a few cosmetic things that made it easier for me
    to create the formulas. This was for my convivence and not necessary for your needs.

    Not knowing what your lifestyle is and your needs I suggest you add or change the actual
    amounts and which check to pull from. Just look at the formulas and change as needed. If
    you have a problem with this just send me back the date to be paid, the bill to pay and the
    check you want it from.

    Don't forget to say "Thank You" to those who have helped you in your thread. If you wish,
    you can also reward them by clicking on their reputation star bottom left.

    If this resolves your problem then click on Thread Tools at the top and mark it solved.
    Attached Files Attached Files

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    Re: Budgeting Spreadsheet

    Thank you both for your help on this! I believe this gets me to where I am needing to go, or at least gives me an idea!

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    Re: Budgeting Spreadsheet

    Sorry to bring this back up but I have updated my example and looking for a bit more help. I have included some notes on the attached spreadsheet that I hope will explain what I am trying to do. Please let me know if I need to better explain myself.
    Attached Files Attached Files

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    Re: Budgeting Spreadsheet

    I would use Pivot table for that.

    See the sheet Oeldere in the attached file.
    Notice my main language is not English.

    I appreciate it, if you reply on my solution.

    If you are satisfied with the solution, please mark the question solved.

    You can add reputation by clicking on the star * add reputation.

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    Re: Budgeting Spreadsheet

    Is there a way to have that happen automatically? I would like for others to be able to use this spreadsheet without them having to go through the process of creating a pivot table.

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    Re: Budgeting Spreadsheet

    I added the data in column B and column E manualy. That can be filled automatic (with VLookup).

    Once a pivot table is set up, you only have to refresh new data.

    Data => refresh data.

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    Re: Budgeting Spreadsheet

    I'm sorry but that table seems a bit confusing. I'm not seeing where the mortgage payment is split between the paychecks.

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    Re: Budgeting Spreadsheet

    The pivot tables show the groups of income / expenses.

    In columns you find < 15 / > 15

    Since the morgage is in column <15 it needs to be payed <15 july (see cell I 14).

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    Re: Budgeting Spreadsheet

    I added a check to notify you if any paycheck has payments greater than the paycheck. With
    so many different dates and bills to automate the amounts would not be reliable as any
    change to a due date of a new payment would require a new formula. It is easy to control by
    putting the dates of payments in manually and then anyone using this would not have a
    problem with creating a new formula.

    I do not know if this will meet your requirements but it is simple and easy to use and
    understand so a non excel user should be able to use this.
    Attached is the file with some explanations any notes I put on the sheet can be deleted as
    they were to help me.
    Attached Files Attached Files

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