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Budgeting spread sheet, create "Reminder" area for bills due 7 days before the due date

  1. #1
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    Budgeting spread sheet, create "Reminder" area for bills due 7 days before the due date

    Hi, I am working on a budgeting spread sheet, and am trying to figure out how to create a "Reminder" area. This will list upcoming bills that are due, 7 days before the bill is due. I have figure a simple formula way to do it, but the issue I am having is dates that have more than one bill.

    What it looks like now is, for a due date on September 25th.

    A B C D
    1 "*Reminders*"
    2 September 25th Rent $2,500 5 days Remaining
    3
    4
    5

    The cells used are different from A1:D5, but it is the same shape and format. Formulas are simple IF and VLookups. But, I can't get a second bill due on the 25th of each month to display under the first one in the next row. Is there any way to do this? And, maybe this is going to far, but is there a way to make them disappear off the list when I pay them? And then, even more trouble I am having, is to list the next due date after in another row. So say, row 2: September 25th, row 3: September 25th, row 4: September 27th if another bill is due the 25th.

    Thank you for any help.


    *** Edit: Realized after I posted that the way I typed it did not display the same after I posted it.
    Cell A1 just says "Reminders"
    Column A is the due dates
    Column B is the Bill Type, such as Rent, Insurance, etc.
    Column C is the amount due for that bill
    Column D is a count for days remaining until due.
    Last edited by Ozzmatron; 09-20-2013 at 04:34 PM.

  2. #2
    Forum Contributor noboffinme's Avatar
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    Re: Help with Due Dates

    Hi Ozzmatron,

    Have you thought about using the data in a Pivot table format?

    I've created some data based on your descriptions & created a Pivot to show you how the second & other dates can be kept in order & you can Filter the Paid/Unpaid as well.

    Let me know if this helps.
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    Administrator FDibbins's Avatar
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    Re: Help with Due Dates

    Hi and welcome to the forum

    Other options would be to use Conditional Formatting or Filters.

    If you upload a sample workbook, I will take a look and see what we can come up with
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    Forum Expert newdoverman's Avatar
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    Re: Help with Due Dates

    If the dates are in column A (change formula to suit your data) this formula used in Conditional Formatting will highlight dates that are 1 week or less from the current date:

    Formula: copy to clipboard
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    In the applies to enter $A$1the column and row that your data occupies).

    This is easier than identifying and copying the data to another location.
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