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Personal Budget Sheet

  1. #1
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    Personal Budget Sheet

    I'm trying to create a personal budget sheet where I can input values on a daily basis for different expense categories and have them Sum to my income statement sheet on sheet 1, which is broken down by month. I attempted to create a form to input data for a day but I'm new to VBA as you can see in the attached sheet/module. I wanted to be able to open the sheet, input values for a specific category for that date if I spent something. Then at the end of the day have it sum to the next cell over, clear the input form, and be set to take values for the following day. I will have a running totals cell for each month that is referenced by the income statement sheet 1. If this is possible or within forum capabilities I'd appreciate any help or suggestions on a better method. Thanks, Mike
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    Last edited by mexcel300; 04-16-2011 at 06:23 PM.

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    Re: Personal Budget Sheet

    How about something along the lines of the attached?
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    Re: Personal Budget Sheet

    That seems to work well for the summing I was looking for. Thank you brokenbiscuits! Is there a way to start adding new numbers when it switches to the next month? For instance, once May 1st hits, the numbers in the row for April 30th will stay the same and will be used in a Vlookup for the corresponding date on sheet 1. When I start adding on May 1 I would like to collect the data for that particular month and so on throughout the year without continually summing April's totals with it.

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    Re: Personal Budget Sheet pt 2

    I tried (unsuccessfully) to write a piece of code that will allow me to have my numbers totaled each month instead of just continuously.
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    I'm thinking of 2 ways to do this. The first would be what I attempted above where when column B has a date that is the first of the month, it will clear the totals that have summed down from the month before, and then will be available for new data to be input.
    The second would be something along the lines of just subtracting the previous month’s totals from the current month and having them store somewhere.
    Any ideas on how VBA could be utilized for this? Thanks for any help.
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    Re: Personal Budget Sheet

    Bump no response

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    Re: Personal Budget Sheet

    Solved with help from valued contributers brokenbiscuits and watersev . http://www.excelforum.com/excel-prog...onth-date.html Thanks again!
    Last edited by mexcel300; 04-16-2011 at 06:22 PM.

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