Budget Calendar

[BAYBAUER17]

Hi there,

I literally just joined this group because I am beating my head against a brick wall and have googled every which way I could. I am trying to make a "Budget Calendar" that tracks the monthly bills by due date automatically - and also use a different cell if there are multiple bills due on the specific date. I have searched and searched and cannot figure out a formula do this. Please see attached for the spreadsheet. Any suggestions? I know I am probably making it way more difficult than it needs to be, but I am going cross eyed at this point.Calendar.xlsx

[Pete_UK]

It's better to use actual dates in column A, rather than what I assume are days of the month.

Do you want to show some of the billing information on the appropriate day of the calendar, and if so what? Do you want to choose the month and year from the drop-downs and have the calendar automatically adjust, with the 1st of the month on the top row?

Pete

[BAYBAUER17]

Hi Pete,

I only need the Description of the Bill populated into the day, nothing else. Yes, I would very much like the calendar to automatically adjust when switching months/year.

[Pete_UK]

I'll get back to you tomorrow, as it is a bit late here now, although I'll be out for much of the day.

Pete

[Pete_UK]

It has been a busy weekend, but I've put something together for you now.

In the attached file I have put the calendar on its own sheet and you can select the month and year from the drop-downs in cells K3 and K4. Up to 12 different items can be shown each day.

The other sheet is the Billing information, and I have added a helper column (A) which you can hide if you want to.

Is this what you were wanting?

Hope this helps.

Pete

[josephteh]

Pete, I believe OP wants the Bill Name to be repeated throughout the calendar months, e.g. rent is due every 1st day of any month.

[josephteh]

Try this: F9=FILTER($B$8:$B$37,$A$8:$A$37=DAY(F8),"")

[Pete_UK]

If that is the case, I've just added a new column B to the Billing sheet, with this formula in B2:

=IF(C2="","",DATE(Calendar!$K$4,Calendar!$K$3,C2))

The date is now calculated based on the Due Date column (C) and the month/year chosen in the Calendar sheet.

Hope this helps.

Pete