is this possible?

[wgbeattie]

Hi ,

I have done basic excel stuff in the past, but trying to do something for me quite complicated, ordered books to help, but impatient and want to bash on.

Basically I looking to set up a sheet, that records income and expenditure data. I have about 7 fields to be filled in from date to amounts and 2 categories and referenceand comments. A bank reconciliation is something similar but need more fields.

The last column is a running balance. I need the income and expenditure to show totals.

I can get this to all work manually and then copy the running total formula, but is very time consuming.

Is it possible to create a form that will insert a new row, populate with the data, and have the formula auto configure for the running total.

I then need to interogate and report on the various categories.

I am assuming that excel is the best option rather than access.

Hope someone can give suggestions.

Many thanks

G

 

[Trevor G]

Welcome to the Forum,

How are you getting on with your project?

Some advice.

If you want to use a UserForm then copy the workbook to start with so you can develop a solution over a couple of days.

In the copied workbook use Alt + F11 to get into the VBA Screen, then goto the Inset Menu and select UserForm. On the form you will have to design it with adding the objects you need, like labels, textboxes, Combo Boxes and Command Buttons.

Then you should name each item accordingly. Sample is listed below:

[B]Sheet3[/B]

<TABLE style="BACKGROUND-COLOR: #ffffff; PADDING-LEFT: 2pt; PADDING-RIGHT: 2pt; FONT-FAMILY: Calibri,Arial; FONT-SIZE: 11pt" border=1 cellSpacing=0 cellPadding=0><COLGROUP><COL style="WIDTH: 30px; FONT-WEIGHT: bold"><COL style="WIDTH: 116px"><COL style="WIDTH: 116px"><COL style="WIDTH: 64px"></COLGROUP><TBODY><TR style="TEXT-ALIGN: center; BACKGROUND-COLOR: #cacaca; FONT-SIZE: 8pt; FONT-WEIGHT: bold"><TD> </TD><TD>C</TD><TD>D</TD><TD>E</TD></TR><TR style="HEIGHT: 18px"><TD style="TEXT-ALIGN: center; BACKGROUND-COLOR: #cacaca; FONT-SIZE: 8pt">3</TD><TD style="BACKGROUND-COLOR: #ffff00">Object</TD><TD style="BACKGROUND-COLOR: #ffff00">Begins with</TD><TD style="BACKGROUND-COLOR: #ffff00">Sample</TD></TR><TR style="HEIGHT: 18px"><TD style="TEXT-ALIGN: center; BACKGROUND-COLOR: #cacaca; FONT-SIZE: 8pt">4</TD><TD>label</TD><TD>lbl</TD><TD>lblTitle</TD></TR><TR style="HEIGHT: 18px"><TD style="TEXT-ALIGN: center; BACKGROUND-COLOR: #cacaca; FONT-SIZE: 8pt">5</TD><TD>textbox</TD><TD>txt</TD><TD>txtTitle</TD></TR><TR style="HEIGHT: 18px"><TD style="TEXT-ALIGN: center; BACKGROUND-COLOR: #cacaca; FONT-SIZE: 8pt">6</TD><TD>Combo box</TD><TD>cbo</TD><TD>cboList</TD></TR><TR style="HEIGHT: 18px"><TD style="TEXT-ALIGN: center; BACKGROUND-COLOR: #cacaca; FONT-SIZE: 8pt">7</TD><TD>Command Button</TD><TD>cmd</TD><TD>cmdOK</TD></TR></TBODY></TABLE>

[COLOR=#000000][FONT=Arial][B]Excel tables to the web >> [/B][/FONT][/COLOR][URL="http://www.mrexcel.com/forum/<a href="]http://www.excel-jeanie-html.de/index.php?f=1[/URL]" target="_blank"> Excel Jeanie HTML 4

Its then down to the programming to add data to the worksheet so you can use something like a Do Until, Loop

sample, behind a command button, cmdAdd

Sheets("Name Goes Here").Select
Range("B2").Select
Do Until Activecell.Value=""
Activecell.Offset(1,0).Select
Loop
Activecell.Value=txtName
Activecell.Offset(0,1).value=cboList
Activecell.Offset(0,2).value=Date

If you start to give this ago and then post back with questions.