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Tracking Paid Transactions

  1. #1
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    Tracking Paid Transactions

    Hello everyone,

    I want to create a spreadsheet that I can export my transactions from my credit card onto -- is there a way to make it so that the transactions that haven't been covered by my most recent payment(s) are red, while the ones that are paid are green without manually going through & doing it? I know there's the IF, TRUE, FALSE formulas, but I'm confused on how to use them.

    Basically, if I spend $1,000 between 5 transactions and make a $400 payment, I want the oldest transactions totalling up to $400 to turn green, while the remaining are stay red until a new payment is posted.

    Any help is appreciated!

  2. #2
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    02-20-2014
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    Excel 2003
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    Re: Tracking Paid Transactions

    you could keep a running total of your transactions and a running total of your payments, then all you would need to do is to compare the two totals for each line. Conditional formatting could add the colors.

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