B
Burton
I am making a workbook to track my spending
this workbook is comprised of four sheets
"sheet1" is used to enter raw data as money is spent
"sheet2" is a category sheet used to populate a drop down menu in the
category column in "sheet1"
sheet three is a sheet that is dynamically updated by caegory when data is
typed into sheet 1
"sheet4" is a monthly budget sheet
for example on sheet one I have the following columns.
Date Transaction Category Amount Spent
Balance
Lets say that I have purchased a bottle of oil from Ricks Auto. I would
enter the data in sheet1.
Ballance as of 1/1/2008
$300.00
Date Transaction Category Amount Spent
Balance
1/23/2008 Ricks Auto Auto $1.50
$298.50
After I enter this transaction I press a button and the computer looks at
this row and sorts this transaction out as a transaction in the "Auto"
category it copies the data and places it in a preformated table on "sheet3".
"Sheet3" is set up something like this
Categoty: auto
Forcasted Amount To Spend $120
Date Transaction Amount Spent Ballance
1/23/2008 Ricks Auto $1.50 $118.50
The Forcasted Amount is brought in from the budget sheet "sheet4"
These tables are set up for each category and will be set up only when a
button is pressed.
I am rather new to programming excel and would like some pointers in the
right direction. I've taken a look at pivot tables, but can't seem to get
them to form in the fromat that I want. Is there any one out there that can
point me in the right direction to making this sheet work. Thnak you in
advance.
Burton
this workbook is comprised of four sheets
"sheet1" is used to enter raw data as money is spent
"sheet2" is a category sheet used to populate a drop down menu in the
category column in "sheet1"
sheet three is a sheet that is dynamically updated by caegory when data is
typed into sheet 1
"sheet4" is a monthly budget sheet
for example on sheet one I have the following columns.
Date Transaction Category Amount Spent
Balance
Lets say that I have purchased a bottle of oil from Ricks Auto. I would
enter the data in sheet1.
Ballance as of 1/1/2008
$300.00
Date Transaction Category Amount Spent
Balance
1/23/2008 Ricks Auto Auto $1.50
$298.50
After I enter this transaction I press a button and the computer looks at
this row and sorts this transaction out as a transaction in the "Auto"
category it copies the data and places it in a preformated table on "sheet3".
"Sheet3" is set up something like this
Categoty: auto
Forcasted Amount To Spend $120
Date Transaction Amount Spent Ballance
1/23/2008 Ricks Auto $1.50 $118.50
The Forcasted Amount is brought in from the budget sheet "sheet4"
These tables are set up for each category and will be set up only when a
button is pressed.
I am rather new to programming excel and would like some pointers in the
right direction. I've taken a look at pivot tables, but can't seem to get
them to form in the fromat that I want. Is there any one out there that can
point me in the right direction to making this sheet work. Thnak you in
advance.
Burton