budget

Hi, I am in the process of creating a personalized budget (Office 365). I am using the following formula that works perfectly. I am planning on using this budget for the foreseeable future. How will I make provision for 2024 leap year? [=SUMIFS('Details 2022'!$D$2:$D$2001,'Details...

I have set up 3 excel sheets in related to budgeting/expenses. The first contains the full budget (say Sheet A for example); The second contains the expenses (Sheet B); and the Third contains the pivot table (Sheet C), which helps to group together all the different expenses from Sheet B into...

Is it possible to automate a budget workbook using macro? I have a bunch of tabs that directly feed into a summary tab with all the formulas linking those tabs. All tabs have formulas in them and there are only a few cells that require manual entry. Is it worth it to use macro to automate the file?

Ok so I have my monthly bills on one sheet and my overall debt on the second sheet and I want some way to tell excel when I pay a monthly bill and it automatically take that amount off the total debt on the second page. I cannot figure out a way to tell excel when I make a payment. So in my...

I am trying to work out a system of "Actual" versus "Budget" based on today's date. I have a column per month of expenses and at the bottom, it is totalled. Below that is a budget for that month for the entire column. As each day of the month progresses, I want the next cell down to show the %...

I have the following three columns of data in Power Query that looks like this: Category...……….Month...……..............Amount Sales...…………….Jan Actual...……………......$100 Sales...…………….Jan Budget...................$90 Sales................Feb Actual....................$200...

I'm stuck in my own head - hopefully you can get me out: I have a budget of $1.6 million dollars, but the state is doing a $2 million dollar budget. Can you please help me with a formula that will show the $1.6M replaced with $2M? Thank you so much in advance and if I need to provide you with...

Hello, I have a matrix in Power Bi structured as shown below. I would like to use the same visual to show different measures, depending on the slicer selection. By that I mean that if "Revenue" is selected the visual will show revenue values for Actual, Budget and Prior Yr. and the same for any...

I have some very simple data and I have created no measures whatsoever. I am working with 2 tables. One called project table, one called budget table. When we first started we dummied in a few projects and they were never removed from the project or budget table. I filtered them out in my...

Hello, I am building a template based on a auto-generated template coming out of our financial system. Right now the source data is July August September <tbody> Area Actual Budget Actual Budget Actual Budget Area1 10 15 12...

Okay, so question i have is this, i have a budget sheet that has the monthly bills in their own cell and my net on top and the leftover on the bottom. so basically the leftover formula is the sum of the positive currency minus the bills. so what i am trying to do is once the payment is taken...

Okay, so question i have is this, i have a budget sheet that has the monthly bills in their own cell and my net on top and the leftover on the bottom. so basically the leftover formula is the sum of the positive currency minus the bills. so what i am trying to do is once the payment is...

I am struggling with creating a formula that works for the below scenario <tbody> A B C 1 Item Budget v1 Budget v2 2 Item A 50 55 3 Item B 60 65 4 Item C 70 75 5 Item D 80 85 </tbody> I have two sheets in one workbook. One with full budget data with in this scenario a Budget v1...

I have a PivotTable that shows expenses across departments. Each department has a set budget for the entire year. In addition to the grand total that shows how much each department has spent, I would like a column that shows how much of their budget is remaining. For example, the DA department...

Hey, together I'm currently facing a small challenge again.I have the following two tables. TblActuals <tbody> Product ID Group Quantity (Actual) Date A1 A 100 01.01.2019 A2 A 150 02.01.2019 B1 B 50 15.01.2019 B2 B 150 16.01.2019 C1 C 25 08.08.2019 </tbody> TblBudget <tbody>...

Hi There, I'm working on my budget spreadsheet, i have a column of numbers generated by our budget formula. I want to add a formula in the next column that will adjust those number to a maximum of $35,000 a minimum of $10,000 and round up everything else to the nearest $100. It is possible to...

Hi all, Bear with me for the incoming long post. I need to explain what I’m looking for. I work in the financial side of construction. So I work with a lot of budgets and products. Delivery Dockets and Invoices etc. I have a spread sheet that works amazingly for certain products/deliveries...

Hi all, looking for advice on a purchase. I currently have a Dell 8930 with 64gb ram, I7, m2 ssd. Looking to gain speed. I was thinking of getting an i9, with the same specs above. My budget is $2500-3000. And I live inside power pivot and power query pulling data from our on site sql server...

Hey all, thanks for looking at my question. What I'm trying to do is create a VB program for my budget. In my budget, I have two areas for data. One area shows a running total of my current allowance & expenses for any category, and the other area is where I enter each individual expense...

I need somehow to search column B for the word Budget. If the word budget is found, display a prompt that has an OK button, and once selected, macro continues. Just looking at formulas, before creating code, I tried: =SUM(COUNTIF(B:B,"Budget")) Cells in column B might have a value such as...