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#1
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help with formula
Hi there. I have my checkbook register in Excel and I'd like to add a column
that shows "actual balance", based on items that have cleared my account. Currently, column G has the following formula to calcuate the balance: =IF(AND(ISBLANK(E7),ISBLANK(F7)),"",G6-E7+F7) When an item clears my account, I put a capital C in column D. Can the above formula be altered so that if there is a C in column D, then it goes ahead and performs the calculation. If there is no C, it does no calculation and simply repeats the value in the cell above? Ultimately, I'd like to have 2 columns, one would be a projected balance (assuming everything clears my account) and one would be an actual balance (to compare against the balance showing on my checking account). If anyone can think of a different way to accomplish this, I'm open to ideas. :) Thanks for your help!! |
#2
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help with formula
For your "Projected" amount (column G) use this formula, starting in cell G3
and copy down. =E3-F3+OFFSET(G3,-1,0) For your "Actual" amount (column H) use this formula, starting in cell H3 and copy down. =OFFSET(H3,-1,0)+IF(D3="C",E3-F3,0) If your amounts start on a different row than 3, then adjust the cell references accordingly. The use of the OFFSET function will allow you to insert and delete rows later as needed without messing up your formulas. HTH, Elkar "Treesy" wrote: Hi there. I have my checkbook register in Excel and I'd like to add a column that shows "actual balance", based on items that have cleared my account. Currently, column G has the following formula to calcuate the balance: =IF(AND(ISBLANK(E7),ISBLANK(F7)),"",G6-E7+F7) When an item clears my account, I put a capital C in column D. Can the above formula be altered so that if there is a C in column D, then it goes ahead and performs the calculation. If there is no C, it does no calculation and simply repeats the value in the cell above? Ultimately, I'd like to have 2 columns, one would be a projected balance (assuming everything clears my account) and one would be an actual balance (to compare against the balance showing on my checking account). If anyone can think of a different way to accomplish this, I'm open to ideas. :) Thanks for your help!! |
#3
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help with formula
Try this in G7:
=IF(D7="C",IF(AND(ISBLANK(E7),ISBLANK(F7)),"",G6-E7+F7),G6) and copy down as necessary. I'm not sure why you are checking for E7 and F7 being blank and returning a blank if they are - wouldn't you want G6 returned in this case? Hope this helps. Pete Treesy wrote: Hi there. I have my checkbook register in Excel and I'd like to add a column that shows "actual balance", based on items that have cleared my account. Currently, column G has the following formula to calcuate the balance: =IF(AND(ISBLANK(E7),ISBLANK(F7)),"",G6-E7+F7) When an item clears my account, I put a capital C in column D. Can the above formula be altered so that if there is a C in column D, then it goes ahead and performs the calculation. If there is no C, it does no calculation and simply repeats the value in the cell above? Ultimately, I'd like to have 2 columns, one would be a projected balance (assuming everything clears my account) and one would be an actual balance (to compare against the balance showing on my checking account). If anyone can think of a different way to accomplish this, I'm open to ideas. :) Thanks for your help!! |
#4
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help with formula
Thanks for the suggestion, I will try it. As far as the formula I'm using,
it from a template I downloaded from the Microsoft site. I think what it is doing is preventing a running total going down my column, which I like. If I've entered a transaction, then go ahead and do the total. Otherwise, I'd rather not have a long column of my last calculation? But thanks again for the formula, I'll give it a go. :) "Pete_UK" wrote: Try this in G7: =IF(D7="C",IF(AND(ISBLANK(E7),ISBLANK(F7)),"",G6-E7+F7),G6) and copy down as necessary. I'm not sure why you are checking for E7 and F7 being blank and returning a blank if they are - wouldn't you want G6 returned in this case? Hope this helps. Pete Treesy wrote: Hi there. I have my checkbook register in Excel and I'd like to add a column that shows "actual balance", based on items that have cleared my account. Currently, column G has the following formula to calcuate the balance: =IF(AND(ISBLANK(E7),ISBLANK(F7)),"",G6-E7+F7) When an item clears my account, I put a capital C in column D. Can the above formula be altered so that if there is a C in column D, then it goes ahead and performs the calculation. If there is no C, it does no calculation and simply repeats the value in the cell above? Ultimately, I'd like to have 2 columns, one would be a projected balance (assuming everything clears my account) and one would be an actual balance (to compare against the balance showing on my checking account). If anyone can think of a different way to accomplish this, I'm open to ideas. :) Thanks for your help!! |
#5
Posted to microsoft.public.excel.worksheet.functions
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help with formula
Hmmm...this seems to work but I did tweak the formula so it would subtract E3
from F3. Otherwise, it was giving me a negative number. However, I'd like it to not show a running balance down the column if there aren't transactions listed in the other columns (A through F). Can you help me add the "ISBLANK" function to this formula? Otherwise, it works great! Thank you. "Elkar" wrote: For your "Projected" amount (column G) use this formula, starting in cell G3 and copy down. =E3-F3+OFFSET(G3,-1,0) For your "Actual" amount (column H) use this formula, starting in cell H3 and copy down. =OFFSET(H3,-1,0)+IF(D3="C",E3-F3,0) If your amounts start on a different row than 3, then adjust the cell references accordingly. The use of the OFFSET function will allow you to insert and delete rows later as needed without messing up your formulas. HTH, Elkar "Treesy" wrote: Hi there. I have my checkbook register in Excel and I'd like to add a column that shows "actual balance", based on items that have cleared my account. Currently, column G has the following formula to calcuate the balance: =IF(AND(ISBLANK(E7),ISBLANK(F7)),"",G6-E7+F7) When an item clears my account, I put a capital C in column D. Can the above formula be altered so that if there is a C in column D, then it goes ahead and performs the calculation. If there is no C, it does no calculation and simply repeats the value in the cell above? Ultimately, I'd like to have 2 columns, one would be a projected balance (assuming everything clears my account) and one would be an actual balance (to compare against the balance showing on my checking account). If anyone can think of a different way to accomplish this, I'm open to ideas. :) Thanks for your help!! |
#6
Posted to microsoft.public.excel.worksheet.functions
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help with formula
Hi
Try =IFCOUNT(E7:F7)<1,"",G6+F7-E7 and =IFCOUNT(E7:F7)<1,"",G6+(F7-E7)*(D7="C") -- Regards Roger Govier "Treesy" wrote in message ... Hmmm...this seems to work but I did tweak the formula so it would subtract E3 from F3. Otherwise, it was giving me a negative number. However, I'd like it to not show a running balance down the column if there aren't transactions listed in the other columns (A through F). Can you help me add the "ISBLANK" function to this formula? Otherwise, it works great! Thank you. "Elkar" wrote: For your "Projected" amount (column G) use this formula, starting in cell G3 and copy down. =E3-F3+OFFSET(G3,-1,0) For your "Actual" amount (column H) use this formula, starting in cell H3 and copy down. =OFFSET(H3,-1,0)+IF(D3="C",E3-F3,0) If your amounts start on a different row than 3, then adjust the cell references accordingly. The use of the OFFSET function will allow you to insert and delete rows later as needed without messing up your formulas. HTH, Elkar "Treesy" wrote: Hi there. I have my checkbook register in Excel and I'd like to add a column that shows "actual balance", based on items that have cleared my account. Currently, column G has the following formula to calcuate the balance: =IF(AND(ISBLANK(E7),ISBLANK(F7)),"",G6-E7+F7) When an item clears my account, I put a capital C in column D. Can the above formula be altered so that if there is a C in column D, then it goes ahead and performs the calculation. If there is no C, it does no calculation and simply repeats the value in the cell above? Ultimately, I'd like to have 2 columns, one would be a projected balance (assuming everything clears my account) and one would be an actual balance (to compare against the balance showing on my checking account). If anyone can think of a different way to accomplish this, I'm open to ideas. :) Thanks for your help!! |
#7
Posted to microsoft.public.excel.worksheet.functions
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help with formula
Doesn't like the formula. Gives an error. Can't figure out why. The cell
references are correct. "Roger Govier" wrote: Hi Try =IFCOUNT(E7:F7)<1,"",G6+F7-E7 and =IFCOUNT(E7:F7)<1,"",G6+(F7-E7)*(D7="C") -- Regards Roger Govier "Treesy" wrote in message ... Hmmm...this seems to work but I did tweak the formula so it would subtract E3 from F3. Otherwise, it was giving me a negative number. However, I'd like it to not show a running balance down the column if there aren't transactions listed in the other columns (A through F). Can you help me add the "ISBLANK" function to this formula? Otherwise, it works great! Thank you. "Elkar" wrote: For your "Projected" amount (column G) use this formula, starting in cell G3 and copy down. =E3-F3+OFFSET(G3,-1,0) For your "Actual" amount (column H) use this formula, starting in cell H3 and copy down. =OFFSET(H3,-1,0)+IF(D3="C",E3-F3,0) If your amounts start on a different row than 3, then adjust the cell references accordingly. The use of the OFFSET function will allow you to insert and delete rows later as needed without messing up your formulas. HTH, Elkar "Treesy" wrote: Hi there. I have my checkbook register in Excel and I'd like to add a column that shows "actual balance", based on items that have cleared my account. Currently, column G has the following formula to calcuate the balance: =IF(AND(ISBLANK(E7),ISBLANK(F7)),"",G6-E7+F7) When an item clears my account, I put a capital C in column D. Can the above formula be altered so that if there is a C in column D, then it goes ahead and performs the calculation. If there is no C, it does no calculation and simply repeats the value in the cell above? Ultimately, I'd like to have 2 columns, one would be a projected balance (assuming everything clears my account) and one would be an actual balance (to compare against the balance showing on my checking account). If anyone can think of a different way to accomplish this, I'm open to ideas. :) Thanks for your help!! |
#8
Posted to microsoft.public.excel.worksheet.functions
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help with formula
This formula didn't work and I'm not sure why. It is giving me an error but
the cell references are correct. The offset formula that Elkar provided is working so I'm wondering if there is a way we can simpy incorporate the ISBLANK function into the formula? Thanks for the help. "Roger Govier" wrote: Hi Try =IFCOUNT(E7:F7)<1,"",G6+F7-E7 and =IFCOUNT(E7:F7)<1,"",G6+(F7-E7)*(D7="C") -- Regards Roger Govier "Treesy" wrote in message ... Hmmm...this seems to work but I did tweak the formula so it would subtract E3 from F3. Otherwise, it was giving me a negative number. However, I'd like it to not show a running balance down the column if there aren't transactions listed in the other columns (A through F). Can you help me add the "ISBLANK" function to this formula? Otherwise, it works great! Thank you. "Elkar" wrote: For your "Projected" amount (column G) use this formula, starting in cell G3 and copy down. =E3-F3+OFFSET(G3,-1,0) For your "Actual" amount (column H) use this formula, starting in cell H3 and copy down. =OFFSET(H3,-1,0)+IF(D3="C",E3-F3,0) If your amounts start on a different row than 3, then adjust the cell references accordingly. The use of the OFFSET function will allow you to insert and delete rows later as needed without messing up your formulas. HTH, Elkar "Treesy" wrote: Hi there. I have my checkbook register in Excel and I'd like to add a column that shows "actual balance", based on items that have cleared my account. Currently, column G has the following formula to calcuate the balance: =IF(AND(ISBLANK(E7),ISBLANK(F7)),"",G6-E7+F7) When an item clears my account, I put a capital C in column D. Can the above formula be altered so that if there is a C in column D, then it goes ahead and performs the calculation. If there is no C, it does no calculation and simply repeats the value in the cell above? Ultimately, I'd like to have 2 columns, one would be a projected balance (assuming everything clears my account) and one would be an actual balance (to compare against the balance showing on my checking account). If anyone can think of a different way to accomplish this, I'm open to ideas. :) Thanks for your help!! |
#9
Posted to microsoft.public.excel.worksheet.functions
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help with formula
Maybe..
=IF(COUNT(E7:F7)<1,"",G6+F7-E7) and =IF(COUNT(E7:F7)<1,"",G6+(F7-E7)*(D7="C")) Treesy wrote: Doesn't like the formula. Gives an error. Can't figure out why. The cell references are correct. "Roger Govier" wrote: Hi Try =IFCOUNT(E7:F7)<1,"",G6+F7-E7 and =IFCOUNT(E7:F7)<1,"",G6+(F7-E7)*(D7="C") -- Regards Roger Govier "Treesy" wrote in message ... Hmmm...this seems to work but I did tweak the formula so it would subtract E3 from F3. Otherwise, it was giving me a negative number. However, I'd like it to not show a running balance down the column if there aren't transactions listed in the other columns (A through F). Can you help me add the "ISBLANK" function to this formula? Otherwise, it works great! Thank you. "Elkar" wrote: For your "Projected" amount (column G) use this formula, starting in cell G3 and copy down. =E3-F3+OFFSET(G3,-1,0) For your "Actual" amount (column H) use this formula, starting in cell H3 and copy down. =OFFSET(H3,-1,0)+IF(D3="C",E3-F3,0) If your amounts start on a different row than 3, then adjust the cell references accordingly. The use of the OFFSET function will allow you to insert and delete rows later as needed without messing up your formulas. HTH, Elkar "Treesy" wrote: Hi there. I have my checkbook register in Excel and I'd like to add a column that shows "actual balance", based on items that have cleared my account. Currently, column G has the following formula to calcuate the balance: =IF(AND(ISBLANK(E7),ISBLANK(F7)),"",G6-E7+F7) When an item clears my account, I put a capital C in column D. Can the above formula be altered so that if there is a C in column D, then it goes ahead and performs the calculation. If there is no C, it does no calculation and simply repeats the value in the cell above? Ultimately, I'd like to have 2 columns, one would be a projected balance (assuming everything clears my account) and one would be an actual balance (to compare against the balance showing on my checking account). If anyone can think of a different way to accomplish this, I'm open to ideas. :) Thanks for your help!! -- Dave Peterson |
#10
Posted to microsoft.public.excel.worksheet.functions
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help with formula
Not following the thread, but the syntax is incorrect in the last two formulas
Roger posted. Try these............ =IF(COUNT(E7:F7)<1,"",G6+F7-E7) =IF(COUNT(E7:F7)<1,"",G6+(F7-E7)*(D7="C")) Gord Dibben MS Excel MVP On Mon, 8 Jan 2007 11:42:00 -0800, Treesy wrote: Doesn't like the formula. Gives an error. Can't figure out why. The cell references are correct. "Roger Govier" wrote: Hi Try =IFCOUNT(E7:F7)<1,"",G6+F7-E7 and =IFCOUNT(E7:F7)<1,"",G6+(F7-E7)*(D7="C") -- Regards Roger Govier "Treesy" wrote in message ... Hmmm...this seems to work but I did tweak the formula so it would subtract E3 from F3. Otherwise, it was giving me a negative number. However, I'd like it to not show a running balance down the column if there aren't transactions listed in the other columns (A through F). Can you help me add the "ISBLANK" function to this formula? Otherwise, it works great! Thank you. "Elkar" wrote: For your "Projected" amount (column G) use this formula, starting in cell G3 and copy down. =E3-F3+OFFSET(G3,-1,0) For your "Actual" amount (column H) use this formula, starting in cell H3 and copy down. =OFFSET(H3,-1,0)+IF(D3="C",E3-F3,0) If your amounts start on a different row than 3, then adjust the cell references accordingly. The use of the OFFSET function will allow you to insert and delete rows later as needed without messing up your formulas. HTH, Elkar "Treesy" wrote: Hi there. I have my checkbook register in Excel and I'd like to add a column that shows "actual balance", based on items that have cleared my account. Currently, column G has the following formula to calcuate the balance: =IF(AND(ISBLANK(E7),ISBLANK(F7)),"",G6-E7+F7) When an item clears my account, I put a capital C in column D. Can the above formula be altered so that if there is a C in column D, then it goes ahead and performs the calculation. If there is no C, it does no calculation and simply repeats the value in the cell above? Ultimately, I'd like to have 2 columns, one would be a projected balance (assuming everything clears my account) and one would be an actual balance (to compare against the balance showing on my checking account). If anyone can think of a different way to accomplish this, I'm open to ideas. :) Thanks for your help!! |
#11
Posted to microsoft.public.excel.worksheet.functions
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help with formula
Hi
Sorry about that. I don't know how I managed to miss out the parentheses for the IF formula, but I did. Dave and Gord corrected it for you and all should now be working. -- Regards Roger Govier "Treesy" wrote in message ... Doesn't like the formula. Gives an error. Can't figure out why. The cell references are correct. "Roger Govier" wrote: Hi Try =IFCOUNT(E7:F7)<1,"",G6+F7-E7 and =IFCOUNT(E7:F7)<1,"",G6+(F7-E7)*(D7="C") -- Regards Roger Govier "Treesy" wrote in message ... Hmmm...this seems to work but I did tweak the formula so it would subtract E3 from F3. Otherwise, it was giving me a negative number. However, I'd like it to not show a running balance down the column if there aren't transactions listed in the other columns (A through F). Can you help me add the "ISBLANK" function to this formula? Otherwise, it works great! Thank you. "Elkar" wrote: For your "Projected" amount (column G) use this formula, starting in cell G3 and copy down. =E3-F3+OFFSET(G3,-1,0) For your "Actual" amount (column H) use this formula, starting in cell H3 and copy down. =OFFSET(H3,-1,0)+IF(D3="C",E3-F3,0) If your amounts start on a different row than 3, then adjust the cell references accordingly. The use of the OFFSET function will allow you to insert and delete rows later as needed without messing up your formulas. HTH, Elkar "Treesy" wrote: Hi there. I have my checkbook register in Excel and I'd like to add a column that shows "actual balance", based on items that have cleared my account. Currently, column G has the following formula to calcuate the balance: =IF(AND(ISBLANK(E7),ISBLANK(F7)),"",G6-E7+F7) When an item clears my account, I put a capital C in column D. Can the above formula be altered so that if there is a C in column D, then it goes ahead and performs the calculation. If there is no C, it does no calculation and simply repeats the value in the cell above? Ultimately, I'd like to have 2 columns, one would be a projected balance (assuming everything clears my account) and one would be an actual balance (to compare against the balance showing on my checking account). If anyone can think of a different way to accomplish this, I'm open to ideas. :) Thanks for your help!! |
#12
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help with formula
Speaking as one who "misses" often, I can empathize but offer no cure<g
That's why we hang around here in herds.......for protection. Gord On Mon, 8 Jan 2007 22:03:07 -0000, "Roger Govier" wrote: Hi Sorry about that. I don't know how I managed to miss out the parentheses for the IF formula, but I did. Dave and Gord corrected it for you and all should now be working. |
#13
Posted to microsoft.public.excel.worksheet.functions
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help with formula
Hi. Thanks. I thought there might be some paratheses missing but wasn't
entirely sure where they belonged. I think I got it working. Initially, the actual balance was not calculating correctly but upon closer inspection, it was using the previous PROJECTED balance (column G) instead of the previous ACTUAL balance (column H). So I changed the 2nd formula to =IF(COUNT(E7:F7)<1,"",H6+(F7-E7)*(D7="C")) and everything works perfectly. Thank you to everyone for your help!! "Roger Govier" wrote: Hi Sorry about that. I don't know how I managed to miss out the parentheses for the IF formula, but I did. Dave and Gord corrected it for you and all should now be working. -- Regards Roger Govier "Treesy" wrote in message ... Doesn't like the formula. Gives an error. Can't figure out why. The cell references are correct. "Roger Govier" wrote: Hi Try =IFCOUNT(E7:F7)<1,"",G6+F7-E7 and =IFCOUNT(E7:F7)<1,"",G6+(F7-E7)*(D7="C") -- Regards Roger Govier "Treesy" wrote in message ... Hmmm...this seems to work but I did tweak the formula so it would subtract E3 from F3. Otherwise, it was giving me a negative number. However, I'd like it to not show a running balance down the column if there aren't transactions listed in the other columns (A through F). Can you help me add the "ISBLANK" function to this formula? Otherwise, it works great! Thank you. "Elkar" wrote: For your "Projected" amount (column G) use this formula, starting in cell G3 and copy down. =E3-F3+OFFSET(G3,-1,0) For your "Actual" amount (column H) use this formula, starting in cell H3 and copy down. =OFFSET(H3,-1,0)+IF(D3="C",E3-F3,0) If your amounts start on a different row than 3, then adjust the cell references accordingly. The use of the OFFSET function will allow you to insert and delete rows later as needed without messing up your formulas. HTH, Elkar "Treesy" wrote: Hi there. I have my checkbook register in Excel and I'd like to add a column that shows "actual balance", based on items that have cleared my account. Currently, column G has the following formula to calcuate the balance: =IF(AND(ISBLANK(E7),ISBLANK(F7)),"",G6-E7+F7) When an item clears my account, I put a capital C in column D. Can the above formula be altered so that if there is a C in column D, then it goes ahead and performs the calculation. If there is no C, it does no calculation and simply repeats the value in the cell above? Ultimately, I'd like to have 2 columns, one would be a projected balance (assuming everything clears my account) and one would be an actual balance (to compare against the balance showing on my checking account). If anyone can think of a different way to accomplish this, I'm open to ideas. :) Thanks for your help!! |
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