+ Reply to Thread
Results 1 to 4 of 4

Trying to have recurring payments carry over to next month in calendar view.

  1. #1
    Registered User
    Join Date
    11-16-2019
    Location
    Rockland, Ontario
    MS-Off Ver
    Office 365
    Posts
    3

    Trying to have recurring payments carry over to next month in calendar view.

    Hi, I am new to excel and have been playing around to get to know it better. I created a 2 week budget calendar and I am trying to have my payments carry over to the next month on the same day when I change the month. I know I probably do not have formulas probably the best way but again I have been winging it and this is what I have come up with that works for us. if you notice something that can be better please let me know and thanks to everyone in advance.
    Attached Files Attached Files

  2. #2
    Forum Moderator 6StringJazzer's Avatar
    Join Date
    01-27-2010
    Location
    Tysons Corner, VA, USA
    MS-Off Ver
    365
    Posts
    21,158

    Re: Trying to have recurring payments carry over to next month in calendar view.

    Welcome to the Forum SydL!

    It is very helpful to attach your file and it's a good start. We need you to give us a little bit of a walkthrough of your file so we understand what you want to do. First, there is no way to tell which payments are one-time vs. which ones are recurring. Second, it's not clear what you mean by "on the same day." For example, is Spotify always on the 10th of every month? Is Dar SUV always on the 1st and 3rd Thursdays--or the 7th and 21st of every month--or every other Thursday?

    Also I think it would help to link the data in the calendar A:N to the data in the weekly tables. You have made very little use of formulas here and appear to be manually entering data twice, which is inviting data entry errors. When something doesn't match it will be tedious to find the error.

  3. #3
    Registered User
    Join Date
    11-16-2019
    Location
    Rockland, Ontario
    MS-Off Ver
    Office 365
    Posts
    3

    Re: Trying to have recurring payments carry over to next month in calendar view.

    Thanks for the response, the SUV payments are every 2 weeks, the others are on that day specifically each month. so I have most on the days that are due dates that need to carry over monthly. I am looking to have our pays show up every 2 weeks each month also and usually the payments that coincide on those days are every 2 weeks while most of the others are monthly. i have one pay going on Jan 7th every 2 weeks on Thursday and the other on Friday the 1st going every 2 weeks. As for the formulas I am just starting to learn and like mentioned earlier, this is what i have so far, lol. I do wish to eventually have it automated for the most part but do require the flexibility to be able to have manual entry as sometimes amounts vary or there are one off payments. I am not to sure on how or what you mean to link formulas from A:N to weekly but willing to learn. Thanks again and look forward to streamlining this more. I am also trying to link the 2 inserted calendars so that they change when i change the month in E2,
    Last edited by SydL; 01-25-2021 at 10:51 AM.

  4. #4
    Registered User
    Join Date
    11-16-2019
    Location
    Rockland, Ontario
    MS-Off Ver
    Office 365
    Posts
    3

    Re: Trying to have recurring payments carry over to next month in calendar view.

    Thanks for the response, the SUV payments are every 2 weeks, the others are on that day specifically each month. so I have most on the days that are due dates that need to carry over monthly. I am looking to have our pays show up every 2 weeks each month also and usually the payments that coincide on those days are every 2 weeks while most of the others are monthly. i have one pay going on Jan 7th every 2 weeks on Thursday and the other on Friday the 1st going every 2 weeks. As for the formulas I am just starting to learn and like mentioned earlier, this is what i have so far, lol. I do wish to eventually have it automated for the most part but do require the flexibility to be able to have manual entry as sometimes amounts vary or there are one off payments. I am not to sure on how or what you mean to link formulas from A:N to weekly but willing to learn. Thanks again and look forward to streamlining this more. I am also trying to link the 2 inserted calendars so that they change when i change the month in E2,

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Mac: 4-5 month calendar view with data population
    By aburns0607 in forum For Other Platforms(Mac, Google Docs, Mobile OS etc)
    Replies: 3
    Last Post: 11-19-2019, 10:06 PM
  2. 4-5 month calendar view with data population
    By aburns0607 in forum Excel Formulas & Functions
    Replies: 0
    Last Post: 11-18-2019, 10:49 PM
  3. Recurring Payments
    By Cunner in forum Excel General
    Replies: 1
    Last Post: 11-27-2018, 04:09 PM
  4. [SOLVED] Finding recurring payments
    By Johnny Image in forum Excel Formulas & Functions
    Replies: 5
    Last Post: 08-21-2018, 06:15 AM
  5. Show recuurence event in calendar (month view)
    By teireii in forum Excel Formulas & Functions
    Replies: 5
    Last Post: 11-07-2017, 02:26 AM
  6. Outlook 2016 calendar - modified month view
    By digitalcyclist in forum Outlook Programming / VBA / Macros
    Replies: 0
    Last Post: 11-26-2015, 08:40 AM
  7. Help with formula for accumulative payments due by calendar month
    By clareobell99 in forum Excel Formulas & Functions
    Replies: 3
    Last Post: 03-01-2015, 11:06 AM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1