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Sliding Fee Schedule and Formulas

  1. #1
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    Sliding Fee Schedule and Formulas

    I've attached the sliding fee schedule that we're going to be implementing. What I'm trying to figure out is if there is a way to have a spreadsheet automatically figure out from the individuals income what percentage rate should be used by looking at not only income but also status. I've attached the fee schedule showing the range and categories. (ex. If an individual has a family+4 and monthly income is $3350, it tells me to use 3%). I've added from my initial posting thread (sorry, couldn't find my original) to not just figure out one category but to figure out which category to choose the percentage rate. I was thinking maybe the VLOOKUP but I'm not familiar with it. If it's not possible, please let me know.
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    Re: Sliding Fee Schedule and Formulas

    Welcome to the forum

    Do you want it like attached


    If answer satisfies you click " * " in the bottom left corner and mark thread as solved!!
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    Re: Sliding Fee Schedule and Formulas

    My apologies . . . I did not explain very well. I do that a lot.

    What I'm wanting to do is to be able to type in the client's name and their monthly income and then have it tell me what % to use. I've attached another spreadsheet that I started but it was only doing for the "single" and I was hoping to have it look at the sliding fee schedule spreadsheet to determine where it falls. I hope this make sense. Thanks for any help/advice you can give.
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  4. #4
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    Re: Sliding Fee Schedule and Formulas

    Dear sld1002,

    Find the attachment, you dont need to create separate file, same details can be used as there is no data change


    Hope attachment helps!

    if you find answer resolving your query click" * " in the left hand corner and mark thread as solved go to thread tools and mark as solved

    Regards----------
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  5. #5
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    Re: Sliding Fee Schedule and Formulas

    Thank you, thank you, thank you, Hemesh!!! It appears you accomplished what I was trying and wanting to do. (I would mark it complete but I couldn't see the "*" in the left hand corner.)

    Again thank you!!! I wish I knew more about excel formulas!!!

  6. #6
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    Re: Sliding Fee Schedule and Formulas

    * means Add Reputation that is in the left hand bottom corner

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