Hi Guys,
I have a typical Visa CC type list of entries in a worksheet. This list if grouped and totalled according to month. I then 'Categorise' the entry using a drop down list
[List of 20 items located in a WS called 'Categories'] of groups and reconcile with my online statement. all good and works a treat.
Data looks like this:
WS: Visa
A.Date, B.Description, C.Amount, D.Total, E.Category
20-Dec-07, Supermarket, -78.00, ,Groceries
28-Dec-07, Pizza, -28.00, ,Entertainment
28-Dec-07, PubX, -35.00, ,Entertainment
29-Dec-07, Dry cleaning, -25.00, ,Dry Cleaning
etc..
WS: Categories
Entertainment
Groceries
Dog
Car
Dry cleaning
Dental
Electricity
etc..
What I want to be able to do is highlight/ Select a range of cells including the A-E columns OR select a start date and end date, a Category [from the Drop down data - think [Groceries, Car, Dog, School etc]
Note - this can be a custom dialog box / form with User entry for: Start date, End Date, Category
Then a button that once selected, triggers a macro to scan through the data looking for rows of data that meet the start date <> end date + category criteria AND write this data to a new worksheet called "results" so i can see all entries in a given category.
It would be good to then provide a Category amount total - but i can also do this manually.
I am meeting the accountant thursday and this would help if anyone has time.
Br Marcus
I have a typical Visa CC type list of entries in a worksheet. This list if grouped and totalled according to month. I then 'Categorise' the entry using a drop down list
[List of 20 items located in a WS called 'Categories'] of groups and reconcile with my online statement. all good and works a treat.
Data looks like this:
WS: Visa
A.Date, B.Description, C.Amount, D.Total, E.Category
20-Dec-07, Supermarket, -78.00, ,Groceries
28-Dec-07, Pizza, -28.00, ,Entertainment
28-Dec-07, PubX, -35.00, ,Entertainment
29-Dec-07, Dry cleaning, -25.00, ,Dry Cleaning
etc..
WS: Categories
Entertainment
Groceries
Dog
Car
Dry cleaning
Dental
Electricity
etc..
What I want to be able to do is highlight/ Select a range of cells including the A-E columns OR select a start date and end date, a Category [from the Drop down data - think [Groceries, Car, Dog, School etc]
Note - this can be a custom dialog box / form with User entry for: Start date, End Date, Category
Then a button that once selected, triggers a macro to scan through the data looking for rows of data that meet the start date <> end date + category criteria AND write this data to a new worksheet called "results" so i can see all entries in a given category.
It would be good to then provide a Category amount total - but i can also do this manually.
I am meeting the accountant thursday and this would help if anyone has time.
Br Marcus
