How to arrange data quarterly

[Auni]

hi,hope to get some help here

i have a list of client name with the amount of money that they can invest.And the "first date" that
they can invest is variable. then the money will be reinvest for every three month.
my question is how to arrange the data quarterly because every client have different "first date".
thank you for any help

[:) Sixthsense :)]

Unable to suggest something without seeing your data and the expected output in excel

[Auni]

hi sixthsense,
here i attach the file.i write my problems in the workbook.
hope to get some help and advise from you.
thank you

[:) Sixthsense :)]

In D7 cell

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