Need formulas for repeated values in an expenditure worksheet and setting up categories.

[Matthew Sid]

I'm setting up my own expenditure sheet for my restaurant and want to achieve the following.

1. Because some items are repeated every day, for example "Milk $2" I don't want to type this every time I buy milk, but instead have a cumulative total where I just click something like "Plus 1" every time I buy milk.

2. I also want to assign a category to each purchase, so for example milk and butter are both classified as dairy and how much has been spent in each category.

3. Finally some items are for both personal and business use, so I would like a way to assign a percentage for some purchases as personal expenditure. For example 10% of milk @$2 so $1.80 would be listed on the business worksheet and $0.20 on a personal sheet.

Sorry if these are very basic questions. I did search Google, but got nowhere. Thanks in advance.

 

[SanjayGMusafir]

I'm setting up my own expenditure sheet for my restaurant and want to achieve the following.

1. Because some items are repeated every day, for example "Milk $2" I don't want to type this every time I buy milk, but instead have a cumulative total where I just click something like "Plus 1" every time I buy milk.

2. I also want to assign a category to each purchase, so for example milk and butter are both classified as dairy and how much has been spent in each category.

3. Finally some items are for both personal and business use, so I would like a way to assign a percentage for some purchases as personal expenditure. For example 10% of milk @$2 so $1.80 would be listed on the business worksheet and $0.20 on a personal sheet.

Sorry if these are very basic questions. I did search Google, but got nowhere. Thanks in advance.

For Point No. 1 you need VBA code, some expert shall help you with that

For Point No. 2 you can set up a category list separately and use LookUp Function to assign that Category. This way you can later check your budget as per items or category or both.

For Point No. 3 a simple multiplication formula can be populated to assign whatever split you want to give to the expenses made.

Best way is start some ground work - get stuck, post sample data using XL2BB and ask exactly where you are stuck.