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Formulas on Budget sheet instead of Setup Budget Month sheet

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    Formulas on Budget sheet instead of Setup Budget Month sheet

    Hello,

    I highlighted in yellow the cells on the Budget and the Setup Budget Month sheets. I would like the formulas to be on the Budget sheet instead.

    I would like this so that when I enter budget amounts I can see actual amounts to know when I am approaching the limit for the month.

    The Setup Budget Month sheet only views the selected month in cell C5.

    Thank you very much

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    Re: Formulas on Budget sheet instead of Setup Budget Month sheet

    I think it has to be a form or vba sorry

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    Re: Formulas on Budget sheet instead of Setup Budget Month sheet

    Are you requiring on "Setup Budget Month" (which (almost) replicates "Report") to able to see an individual month and/or a year- to-date position?

    and what formulas are you referring to?

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    Re: Formulas on Budget sheet instead of Setup Budget Month sheet

    I made a new revision so there aren't duplicate sheets but with the layout I prefer. I think there should be a form that budget amounts can be adjusted if needed so that the budget expenses don't exceed the income for the month. There is an area on the Monthly Report sheet for something like that.

    Can you please take a look?

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    Re: Formulas on Budget sheet instead of Setup Budget Month sheet

    So form should encompass the following ?

    Month (to-be-changed)
    Budget Category (Housing, Utilities)
    Subcategory (Mortgage/Rent, Home/Rental Insurance ...)

    All these can be drop-down (Data Validation)

    Data copied/transferred to "Budget" sheet

    Correct ? anything missing ?

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    Yes i believe you are correct thanks


    Month (to-be-changed)
    Budget Category (Housing, Utilities)
    Subcategory (Mortgage/Rent, Home/Rental Insurance ...)

    All these can be drop-down (Data Validation)

    Data copied/transferred to "Budget" sheet

    Correct ? anything missing ?[/QUOTE]

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    Re: Formulas on Budget sheet instead of Setup Budget Month sheet

    As you noted earlier you will need VBA to do this so this thread should be transferred to the "VBA/Macro" forum.

    You may want to consider (again as you suggested earlier) whether to have a "pop-up" form to do the data entry.

    Consider there could be more than one Category changed AND multiple entries for a given Category: plan for this being possible.

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    Thank you for your help

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