Recalc needed for successive years

M

Mr Warwick

I use WIN98 and Excel. I need to do the following sum on a
worksheet\spreadsheet

YEAR ONE
My pensions produce an income of A
My Savings are B
My savings delivering an income of C
So my total income is (A+C)
Expenditure is D

So over the year the surplus\deficit is (A+C)-D
I then say E=(A+C)-D
If I am receiving more than I spend, then E will be a plus figure, if the
other way round, a minus.


Problem: I now want for year TWO to add E into my savings figure, either
increasing it, if E is a plus, or decreasing it if E is a minus. This in
turn increases or decreases the income from my savings.

And so on for (say) twenty or thirty successive years.

Can I do this on Excel?
If so, how?
Is this the right newsgroup?
If not, which?

TIA

Mr Warwick
 
T

Toppers

One simple way:

In Year 2 , set "Savings" in column C , row 3 (in example below) to be
=C2+F2 i.e adds "Surplus/Deficit" to previous year's savings.Copy down for as
many years as required.

The "Surplus/Deficit" - column F in cell F2 is calculated as =B2+D2-E2.
Again copy down this formula as required

Year Pension Savings Savings Income Expenditure Surplus/Deficit
1 £20,000.00 £10,000.00 £500.00 £23,200.00 -£2,700.00
2 £20,000.00 £7,300.00 £365.00 £21,000.00 -£635.00
3 £20,000.00 £6,665.00 £333.25 £15,000.00 £5,333.25
4 £20,000.00 £11,998.25 £599.91 £20,200.00 £399.91
5 £20,000.00 £12,398.16 £619.91 £21,800.00 -£1,180.09
6 £20,000.00 £11,218.07 £560.90 £19,000.00 £1,560.90
7 £20,000.00 £12,778.97 £638.95 £19,800.00 £838.95


HTH
 

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