Toggling back and forth to track expenses in different currencies
 

Dear all,

I have a spreadsheet which tracks various types of expenses. Some are in
US$ others in foreign currencies.

Here is what I am trying to accomplish:

1. From one single worksheet/interface, I would like to be able to directly
enter an expense if it is in $US (no problem there!). If the expense is in a
different currency, I would like to be able to hit a button linked to the
same cell which brings up a small dialog box which asks for the currency, the
exchange rate, the expense total in that currency and the expense category.
Once entered, the cell would show the expense amount converted in $US based
on the information entered.

2. In addition, I'd like to be able to see the details behind a converted
item, i.e. by rolling over the cell or clicking somewhere that brings up the
details (conversion rate, original amount and foreign currency)

3. Lastly, I want to be able to view and print out all the information on
the expenses in foreign currencies only all together (arranged by category of
expense)

Any suggestions?

And thank you in advance. This group is excellent!!!

Karim

Toggling back and forth to track expenses in different currencies
 

QUICK UPDATE

I figured out that I can use UserForms to create the dialog box I need (with
the macro assigned to a button). I am going to add another worksheet where
the information entered will be kept and just run the requisite operation so
that I get the amount in $US in the original sheet.

The challenge is that this will be my first time taking on VBE programming.
Does anyone have recommendations on good books or sources of information to
shorten the learning curve?

Thanks.

"gabonais" wrote:

Dear all,

I have a spreadsheet which tracks various types of expenses. Some are in
US$ others in foreign currencies.

Here is what I am trying to accomplish:

1. From one single worksheet/interface, I would like to be able to directly
enter an expense if it is in $US (no problem there!). If the expense is in a
different currency, I would like to be able to hit a button linked to the
same cell which brings up a small dialog box which asks for the currency, the
exchange rate, the expense total in that currency and the expense category.
Once entered, the cell would show the expense amount converted in $US based
on the information entered.

2. In addition, I'd like to be able to see the details behind a converted
item, i.e. by rolling over the cell or clicking somewhere that brings up the
details (conversion rate, original amount and foreign currency)

3. Lastly, I want to be able to view and print out all the information on
the expenses in foreign currencies only all together (arranged by category of
expense)

Any suggestions?

And thank you in advance. This group is excellent!!!

Karim

Toggling back and forth to track expenses in different currenc
 

John Walkenbach's books are excellent. I have Excel 2002 Power Programming
with VBA, but I believe he has both a 2003 and 2007 version out now.

Have fun.

"gabonais" wrote:

QUICK UPDATE

I figured out that I can use UserForms to create the dialog box I need (with
the macro assigned to a button). I am going to add another worksheet where
the information entered will be kept and just run the requisite operation so
that I get the amount in $US in the original sheet.

The challenge is that this will be my first time taking on VBE programming.
Does anyone have recommendations on good books or sources of information to
shorten the learning curve?

Thanks.

"gabonais" wrote:

Dear all,

I have a spreadsheet which tracks various types of expenses. Some are in
US$ others in foreign currencies.

Here is what I am trying to accomplish:

1. From one single worksheet/interface, I would like to be able to directly
enter an expense if it is in $US (no problem there!). If the expense is in a
different currency, I would like to be able to hit a button linked to the
same cell which brings up a small dialog box which asks for the currency, the
exchange rate, the expense total in that currency and the expense category.
Once entered, the cell would show the expense amount converted in $US based
on the information entered.

2. In addition, I'd like to be able to see the details behind a converted
item, i.e. by rolling over the cell or clicking somewhere that brings up the
details (conversion rate, original amount and foreign currency)

3. Lastly, I want to be able to view and print out all the information on
the expenses in foreign currencies only all together (arranged by category of
expense)

Any suggestions?

And thank you in advance. This group is excellent!!!

Karim