Retiree needs help desperately!

[urnypr3]

Hello to all:<o></o>
I am (Retired) & cannot for the life of me figure any ofthis out.<o></o>
What I am trying to do is automate this excel sheet toperform what I currently have to do one line at a time. I’m not sure if it evencan be done.<o></o>
I would like to be able to input one item (PAID) and haveeverything else update automatically.<o></o>
I would like whatever I have to do insert the date it waspaid on (C), reduce the Balance Owed (D) update the Ending Balance (G). I wouldhave to input the Charges and Interest myself.<o></o>
I would also like to have whatever update the next closingand Due dates to the next month on the Closing date and clear the amount in thePAID field but retain the other amounts.<o></o>
If at all possible I would like to be able to copy thecomplete worksheet to a new worksheet for the following month and rename theTab as May_2013, June_2013, etc.<o></o>
Thank You in advance for all your help.<o></o>

 

[adamfitz77]

urnypr3 -

Unfortunately, I can't really understand what you want to do. Your best bet is probably to post the relevant parts of your work using the Mr. Excel HTML maker to do so: http://www.mrexcel.com/forum/board-announcements/515787-forum-posting-guidelines.html#post2545970. When people can see what you need more clearly, you'll probably get some more help. Good luck!

 

[oldbrewer]

when you insert an amount that has been paid into cell A1, an adjacent cell can detect that cell A1 is no longer empty and fill itself with the current date - is this something like you want to do?

 

[urnypr3]

yes exactly. I am also trying to provi

Account	Paid	Paid Date	Balance Owed	Charges	Interest	Ending Balance	**	Closing Date	Due Date	MIN PAY
BofA-	$100.00	March 29, 2013	$1,750.00	$0.00	$0.00	$1,650.00		4/10/2013	April 8, 2013	$17.00
CHASE-	$75.00	April 10, 2013	$1,842.81	$0.00	$0.00	$1,767.81		4/20/2013	April 17, 2013	$25.00
GM Financial	$500.00	March 30, 2013	$3,760.71	$0.00	$28.73	$3,289.44		4/20/2013	April 7, 2013	$499.74
AMEX-	$0.00	February 21, 2013	$24.00	$0.00	$0.00	$24.00		2/12/2013	April 9, 2013	$24.00

<colgroup><col width="96" style="width: 72pt; mso-width-source: userset; mso-width-alt: 3510;"> <col width="53" style="width: 40pt; mso-width-source: userset; mso-width-alt: 1938;"> <col width="115" style="width: 86pt; mso-width-source: userset; mso-width-alt: 4205;"> <col width="96" style="width: 72pt; mso-width-source: userset; mso-width-alt: 3510;"> <col width="56" style="width: 42pt; mso-width-source: userset; mso-width-alt: 2048;" span="2"> <col width="101" style="width: 76pt; mso-width-source: userset; mso-width-alt: 3693;"> <col width="21" style="width: 16pt; mso-width-source: userset; mso-width-alt: 768;"> <col width="84" style="width: 63pt; mso-width-source: userset; mso-width-alt: 3072;"> <col width="89" style="width: 67pt; mso-width-source: userset; mso-width-alt: 3254;"> <col width="62" style="width: 47pt; mso-width-source: userset; mso-width-alt: 2267;"> <tbody>
</tbody>

 

[oldbrewer]

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I do not understand closing date and due date........

 

[urnypr3]

The Closing Date is when the Credit Card does the updates and adds the int. and or charges. The Due Date is when a payment needs to be made by. Those are both dates that I currently update to the next month one at a time. I have 29 Rows of accounts. I only supplied a small portion of the worksheet. Thank you oldbrewer for all you are trying to do I certainly appreciate it.

 

[oldbrewer]

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Account	Balance Owed	MIN PAY	Charges	Interest	Paid	Paid Date	Closing Date	Due Date	Ending Balance
BofA-	$1,750.00	$17.00	$0.00	$0.00	$100.00	March 29, 2013	04/10/2013	April 8, 2013	$1,650.00
CHASE-	$1,842.81	$25.00	$0.00	$0.00	$75.00	April 10, 2013	4/20/2013	April 17, 2013	$1,767.81
GM Financial	$3,760.71	$499.74	$0.00	$28.73	$500.00	March 30, 2013	4/20/2013	April 7, 2013	$3,289.44
AMEX-	$24.00	$24.00	$0.00	$0.00	$0.00	February 21, 2013	02/12/2013	April 9, 2013	$24.00

<colgroup><col span="7"><col><col><col></colgroup><tbody>
</tbody>

It seems to me that changing the order of the columns as above is more logical. The ending balance is automatically calculated and next months table can automatically pick up the outstanding balances. J2 = B2+D2+E2-F2
B2 on next months sheet will be =sheet1!B2
you can use conditional formatting to tell you that payment is due within 7 days by having a spare cell with formula = today() this gives current date and you can calculate due date minus todays date = days left to pay - to progress this farther I would prefer to Email the spreadsheet back and forth.

 

[urnypr3]

Thank You this is what I had at the beginning of my work but I couldn't figure out the rest so I changed to what I show you. I will update to what you have done and would very much like to Email you what I have. Do I do that with the private message section of this site?

 

[oldbrewer]

private message me with your email, I will reply and then we proceed off forum