Trying to make a worksheet for our budget (personal CC, car payment, rent, etc)

[JPL562]

I have put all the cost of each item under monthly bills, I have a beginning of month balance and deposits for my wife and I. I want to have a formula for when I add in the date a bill was paid for it to update the balance. Is this something possible?

Here's what it looks like. VA monthly is line A5 and so on.

Excel budget formulas.jpg

I would like to put under February for Rent, the date it was paid and so on.

Any help with this would be greatly appreciated!!!

James

[alansidman]

Will you please attach a sample Excel workbook? We are not able to work with or manipulate a picture of one and nobody wants to have to recreate your data from scratch.

1. Make sure that your sample data are REPRESENTATIVE of your real data. The use of unrepresentative data is very frustrating and can lead to long delays in reaching a solution.

2. Make sure that your desired results are also shown (mock up the results manually).

3. Make sure that all confidential data is removed or replaced with dummy data first (e.g. names, addresses, E-mails, etc.).

4. Try to avoid using merged cells as they cause lots of problems.

Unfortunately the attachment icon doesn't work at the moment, so to attach an Excel file you have to do the following: just before posting, scroll down to Go Advanced and then scroll down to Manage Attachments. Now follow the instructions at the top of that screen.

Please pay particular attention to point 2 (above): without an idea of your intended outcomes, it is often very difficult to offer appropriate advice.

[AliGW]

Welcome to the forum.

You are asking for a formula but have posted in the VBA section - which is it? If the former, I can move the thread for you.

The instructions for uploading your sample workbook are at the top of the page - we can't work on a picture.

[JPL562]

Can you please move it?

I will upload it in the morning. Thx for the quick response.

[AliGW]

Thread moved. It's already morning here - if you can get it uploaded before your retire for the evening, I can have a look during my day.

[JPL562]

I have followed instructions and believe I have attached it here.

[JPL562]

What I am looking for is that when I put in the dates for the payment, that amount would be taken out of our balance. Basically balancing our checkbook in an excel form. My wife (God bless her soul) is not great at it. I just need to put it in a form so she can see it better.

[AliGW]

It’s bed-time for me. If nobody has looked by breakfast time here, I’ll have a gander.

[JPL562]

Thank you, I truly appreciate it.

[AliGW]

In H30 drag copied across:

=SUM(H$5:H$9)-SUMIF(H$11:H$27,"<>",$D$11:$D$28)