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Copy expenses based on dates to different banks.

  1. #1
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    Copy expenses based on dates to different banks.

    My son is trying to track his expenses in Excel 2003. I am trying to help him so he doesn't have to copy and paste manually his expenses from the expense sheet into the checking worksheet. If the bank column has I in it then copy that expense to the Intrust expense. If the bank column has B in it then copy that expense to the Bank of America expense.

    The expenses will be a running expense meaning that he will not be deleting the values once moved to the appropriate bank.

    The test file is attached.
    Attached Files Attached Files

  2. #2
    Forum Expert Mordred's Avatar
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    Re: Copy expenses based on dates to different banks.

    Hi strecjt, try the workbook I uploaded and let me know if it fits your criteria.

    Kindest Regards:
    MIchael
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  3. #3
    Forum Expert Mordred's Avatar
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    Re: Copy expenses based on dates to different banks.

    One more thing (because I was playing around with your workbook), you may need to adjust the Sum ranges in your green highlighted cells. They should read:
    =SUM($C$9:$C$374) for Intrust
    and
    =SUM($H$9:$H$374) for Bank of America

  4. #4
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    Re: Copy expenses based on dates to different banks.

    Michael,

    The fix works great but he wants to add information to the expenses without deleting the past information. If you run the script it keeps adding the past data again and again...

    It would be cool if the script checked that data that was on the checking page for the last date and then copied the new data over.

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