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income and budget workbook

  1. #1
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    Question income and budget workbook

    Hello!

    I've been working on creating a financial worksheet all night and am ready to cram glass into my eyes since I keep running into a brickwall when it comes to finding the right formulas for what I need. I've attached the worksheet for your expert review.

    I am trying to figure out how upon entering a person's net income per pay period and then selecting the pay period (via dropdown lists in cells B9 and B10), their income will calculate correctly (in cells B10 and D10). I'd like to avoid using the dropdown lists I made that occupy those cells (B10 and D10).

    PLUS, I have fields for Extra Income and I pretty much have the same dilemma there. Ultimately, a couple's total combined monthly income should be displayed in cell c12.

    Also, I don't have any macros running on this sheet...why does the MS Excel Macro warning window popup?

    ONE LAST THING: How can I make it so that all a person has to do is tab from one editable field to the next without tabbing to the next cell in a column outside the worksheet.

    I am so very thankful for your help!
    Respectfully yours,
    Jonathan
    Attached Files Attached Files
    Last edited by dtevol; 04-04-2008 at 11:11 AM.

  2. #2
    Forum Moderator davesexcel's Avatar
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    Quote Originally Posted by dtevol
    Hello!

    I've been working on creating a financial worksheet all night and am ready to cram glass into my eyes since I keep running into a brickwall when it comes to finding the right formulas for what I need. I've attached the worksheet for your expert review.

    I am trying to figure out how upon entering a person's net income per pay period and then selecting the pay period (via dropdown lists in cells B9 and B10), their income will calculate correctly (in cells B10 and D10). I'd like to avoid using the dropdown lists I made that occupy those cells (B10 and D10).

    PLUS, I have fields for Extra Income and I pretty much have the same dilemma there. Ultimately, a couple's total combined monthly income should be displayed in cell c12.

    Also, I don't have any macros running on this sheet...why does the MS Excel Macro warning window popup?

    ONE LAST THING: How can I make it so that all a person has to do is tab from one editable field to the next without tabbing to the next cell in a column outside the worksheet.

    I am so very thankful for your help!
    Respectfully yours,
    Jonathan
    Lets clear a couple of questions, to shorten your query...
    It asks for enabling macros because you have an empty module in the VBA editor, hit Alt F11 and in the project window you will see there is a module, right click on it and select remove module and don't export it..


    Select all the cells you want the user to be able to edit, then goto format, cells,protection,un-check locked,
    then protect the sheet ensuring to select the checkbox select unlocked cells, then you will only tab to unlocked cells

    The first part of the question, is a little confusing(for me) because you have the same two cells wanting to do 2 different things,

    But I would look into learning VLOOKUP and SUMPRODUCT functions
    Last edited by davesexcel; 04-04-2008 at 07:48 AM.

  3. #3
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    THANKS for your help!

    I reread the first question and hope this clears things up:

    I don't want to use dropdowns in those cells. Here's what I want as an example (i've gotten a bunch of source data on SHEET2):

    In B8, I input $1,500
    I select Weekly from Cell B9's dropdown
    Automatically, in cell B10 $6,500 SHOULD appear (currently it doesn't - it's a dropdown now with correlating values of pay-periods).

    I also get a bonus of $1,000 a quarter
    So, I input $1,000 in cell B11
    Then i select, Quarterly from the dropdown in cell C11
    In B12, the monthly average of my bonus SHOULD appear: $333

    Finally, under cell D12, the combined total income will calculate to be $6,833.

    I hope that clears things up.

    I tried looking into VLOOKUP and SUMPRODUCT and am having trouble seeing how those functions would help me here. I am a complete novice and am literally BOWING at your feet in mercy! Thanks again in advance!
    Last edited by dtevol; 04-04-2008 at 11:13 AM.

  4. #4
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    THANK YOU THANK YOU THANK YOU THANK YOU!!!! I was able to get the answer from another message board, but the knowledge you've given me and the other awesome things I've already learned from this board are VERY much appreciated. THANKS AGAIN!!!!

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