expense

  1. K

    Expense Report Formula Help

    Hey yawl, I'm not very advanced with Excel so I apologize if this is a silly question. I'm building an expense report that I can drop each months expenses in. I have it set up to color coat each purchase depending on what category I want them to fall under. I was wondering if there is a...
  2. J

    Pivot Table - How to copy sum value onto another sheet

    I have set up 3 excel sheets in related to budgeting/expenses. The first contains the full budget (say Sheet A for example); The second contains the expenses (Sheet B); and the Third contains the pivot table (Sheet C), which helps to group together all the different expenses from Sheet B into...
  3. M

    Summarizing bi-weekly data into years

    I have data I exported that has expenses on a bi-weekly basis. It contains 3 years+current year. It looks like this (condensed): <tbody> <tbody> 1/1/2016- 1/15/2016 </tbody> ..... 8/16/2019- 8/31/2019 9/1/2019- 9/15/2019 9/16/2019- 9/25/2019 Expense 1 500 300 600 700 Expense 2...
  4. R

    Issue with a Formula

    Hi guys, I need a formula with a sum for data. Example, I halve these data: <tbody> <tbody> PE - PESCARA - CAFFE </tbody> <tbody> 3030 </tbody> <tbody> TAX </tbody> <tbody> PE - PESCARA - CAFFE </tbody> <tbody> 3636 </tbody> <tbody> TAX </tbody> <tbody> PE - PESCARA -...
  5. W

    Calculating Percentage Change

    Hello, I am trying to standardize the way my organization calculates % increases for Revenues and Expenses. Depending on the report, we display it as either a simple increase or decrease OR we display it as favorable or unfavorable. For example, if Expense in Period 1 is $10 and Expense in...
  6. J

    Sumif Indirect Multiple Sheets and Another File

    I am attempting to sum if the blank cells from another workbook across sheets 1 through 10 when column A:A (below) matches matches column F:F (other workbook) and row B:B (below) matches E17 (other file). I could sumif one column at a time, and change the sheet reference manually, but there are...
  7. A

    Adding date range criteria

    Hello everyone, I have a quick question, how can I add a date range to the fllowing formula? =SUM(IF(FREQUENCY(IF('Master expense sheet '!C:C=Summary!D2,'Master expense sheet '!J:J),'Master expense sheet '!J:J)>0,1)) basically i just want it to do the same thing but just for anything less...
  8. A

    Sum given specific name and by year

    Hello everyone, So im trying to do two sums of an expense report. The first one might be simple but i just cant figure it out which is adding all the values based on a specific year range. The second is the one I'm really stuck on which is summing the values a given name but now i would like...
  9. D

    Expense Report

    Hey guys, Can anyone help me out with this? I'm creating an expense report, and using rows 10-19. In column K is a spot for "Other" (unspecified expenses) there could be costs located in there, say K11, K13, K14,K18. What I want to know is how can I automatically list any costs in that column...
  10. S

    How to calculate expenses in a dynamic cash

    I have 4 columns for each partner. Contribution Expenses Balance %Balance In the second column (Expenses) I see the expenses that are being made and that should be divided among those people who have a contribution percentage (see the last column), and each one will spend based on that...
  11. S

    Pick detail of specific GL account with details

    I want to bring transactions of specific account 10001 from GL dump need help please. I have 25 columns which all I needed, given below 5 as sample GL dump Date | account| Description | amount | remarks 01/01/19 | 10001 | expense | 100 | ABC 02/01/19 | 10002 | income | 200 | CDE 03/02/19 |...
  12. S

    Find an exact partial match otherwise indicate not found

    Hi everyone! I’m trying to put together an expense tracker in Excel. The intention is to take an extract from online banking on a monthly basis which would give me a list of all my expenses. The extract includes the date the expense was incurred, a description of the expense, the amount...
  13. V

    New VBA script

    All, I have a spreadsheet (containing expense report info) 14 columns wide by infinite rows, at this point I have it set up with a Pivot and slicers I would like to set up a Macro that would automatically "pull the corresponding info" per the selection of Manager's name (which would be...
  14. S

    Need to add budget value in the monthly expense Pivot Chart

    Hi Friends, Have a great day ahead! I have a excel table where I have to enter the daily/occasional expenses and I will have to consolidate these expense details by yearly and monthly basis using Excel Pivot Table option. Also, I need to create a stacked column type Pivot Chart and the...
  15. 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...
  16. G

    Can't seem to add field at end of pivot table

    Hello everyone. I am new to this forum, but have been hacking away at Excel for a long time. I never really became proficient, but just use it enough to get frustrated whenever I try to do something that requires a little more than basic knowledge. Having said that, I have a workbook for all of...
  17. M

    Excel VBA help

    Hi, I am not sure how to accomplish the following, hope you can help. I have a spreadsheet named "Upload" and on column "I" I have a string of data (Variable rows). I want to look at the first 4 numbers on that string and if it's greater than or = 4000, then type in cell on the left "Expense" or...
  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. M

    Total Does Not Match With Sum of Values in Each Cell

    Hello, I am preparing a sheet of Stock Trading and I have entered the formulae for all the expenses related to stock purchases. Sometimes the amounts are in fraction. When I compare the values in each cell those match exactly with the statement provided by my stock dealer. However, When I take...
  20. M

    Categorize data based on a condition?

    Hi everyone, I've got a problem that is very straight forward that is beyond my abilities. It is as follows: I have a sheet that tracks all expenses and info regarding them (Date of expense, check number, expense item, dollar amount), where all info regarding a particular expense is stored side...

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