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can periodical fixed deductions/payments be inserted automatically ?

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    can periodical fixed deductions/payments be inserted automatically ?

    Can periodical fixed deductions/payments be inserted automatically to the individual MONTH sheets of the workbook I uploaded ? To reduce the size of the file, I have left only ONE of the twelve month-sheets - the one for January.

    Rephrased :
    How to automate the entry of fixed amounts at regular intervals ?

    My guess is that from time to time, a macro would have to be run
    - one of the macro's inputs would be the computer date and the other two inputs would be the value of the entry to be made and the value of the intervening period.

    In practice there would be more than one regular entry and the values would be both positive ones and negative ones.
    I guess that means one macro for each financial pattern.

    Feasible or feesible (a multi-million-dollar-fee task) ?
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    Re: can periodical fixed deductions/payments be inserted automatically ?

    If you used the sumif function, no VBA would be required.
    Search the forum or google the forum for sumif.

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    Re: can periodical fixed deductions/payments be inserted automatically ?

    I take it that VBA is Excelspeak for macro.

    To SumIf research....

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    Re: can periodical fixed deductions/payments be inserted automatically ?

    I've looked at SumIf and it seems to me that it is a function for adding conditionally.
    I'm not looking for a summing process - that is already taken care of in my Totals sheet.

    To fit into the pattern of the monthly sheets, I was wondering if there is a method that can automate ENTERING a (fixed) value into cells in a column depending on the PC date.
    I envisage that the cell would have to be 'manually' selected, but once that was done, the entry would be automatic if 'the time was right' ? That would produce an effect in harmony with the manual insertion of varying amounts on increasing dates, to create a display that doesn't 'discriminate' between regular and irregular entries.
    Again, I envisage that the size/value of the entry would be constant for a specific column; and that there could be several columns with such regular entries.

    Am I talking magic, or within the realms of (excel)possibility ?

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    Re: can periodical fixed deductions/payments be inserted automatically ?

    use today() something along the lines of =if(a1>=today(),100,0)
    where a1 is the date you want to check against
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    Re: can periodical fixed deductions/payments be inserted automatically ?

    Martindwilson
    Thank you, that looks promising.
    Let me guess ...
    =if(a1>=today(),100,0)
    goes into all cells that might be filled with an entry as I have asked about above
    Column a supplies the date, and 100 is the size of a supposed financial transaction.

    That would require a date to be entered in column A to trigger the 'event' would it not ?

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    Re: can periodical fixed deductions/payments be inserted automatically ?

    yep thats correct

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    Re: can periodical fixed deductions/payments be inserted automatically ?

    A further refinement would be for nothing to show in the cells, until the required entry. That is possible, isn't it ?

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    Re: can periodical fixed deductions/payments be inserted automatically ?

    =if(a1>=today(),100,"")

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    Re: can periodical fixed deductions/payments be inserted automatically ?

    reply 3
    Am I right in assuming that for this formula to work, column A would have to be pre-filled with ALL the dates on which periodic payments would be made/received; and dates for other transactions would have to be slotted in between them as those other transactions occurred ?

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    Re: can periodical fixed deductions/payments be inserted automatically ?

    i have no idea what you actually want! but if col a had with some static dates and then you inserted a new row the formula would adjust.try it!.
    then post a sample workbook if you get stuck
    Last edited by martindwilson; 12-21-2009 at 05:30 AM.

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    Re: can periodical fixed deductions/payments be inserted automatically ?

    I think this is shaping up as THE desired solution.

    I don't suppose it's possible to 'hide' the formulas and give the appearance of empty cells.
    I KNOW the column can be hidden, but I do NOT want to do that.

    PS - Are you sending me this advice at about 9am ?

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    Re: can periodical fixed deductions/payments be inserted automatically ?

    =if(a1>=today(),100,"") will not show anything, if you want to hide formulas from view
    protect the work sheet make sure all cells unlocked and hidden is checked. and yes its 9:33 am

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