One solution is to use the auto form on the 'Data' menu. Assuming your data
sheet is in a table format and the firstsheet in the book then put the
following marco in the workbook code in the VBA editior. Save it and close
the wookbook and then open the work book.

Private Sub Workbook_Open()
ActiveSheet.ShowDataForm
End Sub

If you want a custom userform then design it and replace

ActiveSheet.ShowDataForm

above with

Userform1.show

if you call the form Userform1.


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Hope this helps
Martin Fishlock, Bangkok, Thailand
Please do not forget to rate this reply.


"fbenson" wrote:

I would like to have a form pop-up when a MS Excel file is opened, where I
enter budget items that are used in a spreadsheet behind the scenes. I am
trying to create a retirement planner spreadsheet.
--
Fred Benson