budget

  1. T

    budget spreadsheet with min and max and roundup functions

    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...
  2. A

    Delivery Dockets & Invoices for Budgets

    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...
  3. S

    New PC purchase

    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...
  4. S

    Budget // Use VB to pull individual expenses for a category into the total for the category

    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...
  5. S

    Search for value, display prompt based on results of search.

    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...
  6. R

    Nested Ifs function with date and calculation

    =IFS(C14=YEAR(D8),(E8/H3),C14=YEAR(D9),(E9/H4),C14=YEAR(D10),(E10/H5)) Above is my formula that is not working. I am trying to get a spreadsheet that automatically distributes the budget evenly based on each year by month. Does anyone have advice on how to correct my formula? <tbody> C D...
  7. J

    Calculating Negative numbers for budgets

    Hello I have a budget for 2019 and want to distribute it across the year based on historical data (2018) With positive numbers on the numerator and demoniator it is very simple to do this. But when there is a negative from a month or for the year I am having some serious issues. These are not...
  8. S

    Need SUMIF/SUMPRODUCT formula with criteria in non-consecutive columns

    Excel masters, I need your help! I'm doing a monthly variance analysis and need a year-to-date formula that will calculate only columns that have monthly actuals populated in them. For example, I have 3 columns for each month (actuals/budget/variance) and a total year-to-date at the end...
  9. L

    Automating advancing from one worksheet to another

    2 workbooks. One called "Cash Flow"; the other called "Budget" In the workbook Cash Flow, there are different months on each worksheet (January, Feb etc). Within Budget, there are columns titled Jan, Feb, etc. I want to pull a specific cell or range of cells within January (Cash Flow) and...
  10. B

    IF a cell is shaded?

    Hello, Long time lurker - thanks for all the great solutions and tips that I have harvested from this forum so far. My question is: Is it possible to use use the IF function to react to whether a cell is shaded, and shaded a certain colour? Context: I have a budget template document with...
  11. T

    Need Your Suggestions in Expense Register

    Hye Mr. Excel Cummunity, Hope you all doing well. I need your help in making my Expenditure Register. I have a master sheet where I do Data Entry i.e in Column B I am entering Description of Expenditure, in Column C I am entering Amount, In Column D I am entering Budget Head from which the...
  12. A

    Spreadsheet Help

    Hi I am after some help if possible. I have a spread sheet where on 1 tab I have columns of data. However on another tab I have the main part for these. One Tab 1 - I want to add values in each CEL and then it update on Tab 2 going down the list. This is for budgeting Hard to explain I...
  13. L

    Formula help

    <tbody> Sales Order SO Line Initial Budget 1043228 1 3100 1043228 2 3100 1043228 - Total 6200 1046200 1 51500 1046200 2 51500 1046200 1 108397.96 1046200 1 1046200 Total 211397.96 </tbody> Good morning excel people :) Hope you are all well...
  14. C

    Merge and Center Filtering

    I have a question that I'm not sure is even possible. Let's say I am creating a spreadsheet that has budgeting info... Budget owner, vendor paid, date, etc and then at the far right of the spreadsheet I need to list each invoice number and invoice amount (typically 5+ invoices per vendor). This...
  15. I

    Index Match - N/A

    Hello - How do I get the following equation to return 0 instead of N/A if no match? Note - I'm on excel for Mac. Thank you in advance {=INDEX('OPEX Detail'!$Y$2:$Y$927,MATCH(1,('Updated Budget Upload 2019'!J16='OPEX Detail'!$F$2:$F$927)*('Updated Budget Upload 2019'!F16='OPEX...
  16. Y

    Macro to calculate budget required to achieve productivity target

    Hi everyone, I run a factory team of 20 members and I am trying to put together a sheet that can calculate the budget required for each employee to hit a certain productive target. We do this exercise twice a month (mid and end of month) I have uploaded the initial draft of the template I have...
  17. J

    Pivot Table - running expense vs fixed budget

    Hi all, I have researched on pivot table and seem not to find a solution to my question. My task is to track the progress of a project, and the project is divided into different jobs. The excel file consists of two tables. Table 1 shows detailed information of each invoice received and is...
  18. R

    Is it possible to source two separate Tables for a dependent drop down list?

    I understand the basic idea of using Indirect to create dependent drop down lists. However, I'm aiming for a more user friendly interface. I am trying to create a budget workbook that includes a summary income table and summary expense table. Income Table <tbody> Account Account Name Budget...
  19. G

    Grouping Select Columns using VBA

    <tbody> A B C D E F G H JAN FEB MAR APR ACT FCST BUDGET BUDGET X X </tbody> Hi All, I have question. I have a range of columns above. Each month uses two columns (Jan uses both columns A&B ex) How do I code the above to show only the columns...
  20. R

    Formulas in a Measure

    I am trying to make a measure that combines a starting budget and a revised budget to create a final budget. As an example of what I am looking for, some line items have a starting budget (say $200) and no revised budget ($0), so the final budget would be $200. Some line items had a starting...

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