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#1
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Subtotal Question with a twist
I have a worksheet with 12 monthly budgets. Income and expenses are sorted
via due date and I use a running balance in the last column. Lets say rows 1-50 make up Jan. Somehow, I want to be able to automatically subtotal within the budget, certain expenses. To clarify, see below L1: Income (him) L2: Expense 1 L3: Expense 2 L3: Expense 3 Running Balance = 400 L4: Income (her) L5 Expense 4 L6: Expense 5 .. .. .. .. L12: Expense 11 Is there a way to automatically select expenses 4-11 to subtotal how much just that set of expenses are? Not sure if a macro will come into play here or not. Thanks, Les |
#2
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Subtotal Question with a twist
Hi,
The answer is probably - but how do you destinguish the Expenses 4-11 are they actually call Expenses 4, Expenses 5...? Are the expenses you want to sum based on something or just random? Do you always want to sum the expenses in a range, that is from 4 to 11, not 4, 7, 9, and 11 (non adjacent ones)? -- Cheers, Shane Devenshire "WLMPilot" wrote: I have a worksheet with 12 monthly budgets. Income and expenses are sorted via due date and I use a running balance in the last column. Lets say rows 1-50 make up Jan. Somehow, I want to be able to automatically subtotal within the budget, certain expenses. To clarify, see below L1: Income (him) L2: Expense 1 L3: Expense 2 L3: Expense 3 Running Balance = 400 L4: Income (her) L5 Expense 4 L6: Expense 5 . . . . L12: Expense 11 Is there a way to automatically select expenses 4-11 to subtotal how much just that set of expenses are? Not sure if a macro will come into play here or not. Thanks, Les |
#3
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Subtotal Question with a twist
I basically want to look at a range of expenses. My budget is basically set
up to look like a check register, ie a running balance after each entry (income or expense). Example of what I want to do. Let's say on Sept 28, my running balance is $1500.00 I get paid $900.00 on Sept 30. There is a list of expenses after the income entry End of Month Balance = $300.00 I want to see if there is a way I can subtotal that set of expenses. I want to apply this to any group of expenses between payperiods. I believe I could set up a criteria if the payperiods were the same each month, ie 15th and 30th (which my wife's are), however I get paid every two weeks, so there could be four groups of expenses between payperiods. The only thing standard about my budget layout is the row/column size. The actual entries are "floating" for lack of a better word, ie I cannot just stick in a row that will subtotal each group. Hope this helps. Like I said, it looks like it will take a macro that determines which budget I am in by the ActiveCell and then picks apart the budget based on where the income entries are and goes from there. Thanks again for taking at stab at this. Les "ShaneDevenshire" wrote: Hi, The answer is probably - but how do you destinguish the Expenses 4-11 are they actually call Expenses 4, Expenses 5...? Are the expenses you want to sum based on something or just random? Do you always want to sum the expenses in a range, that is from 4 to 11, not 4, 7, 9, and 11 (non adjacent ones)? -- Cheers, Shane Devenshire "WLMPilot" wrote: I have a worksheet with 12 monthly budgets. Income and expenses are sorted via due date and I use a running balance in the last column. Lets say rows 1-50 make up Jan. Somehow, I want to be able to automatically subtotal within the budget, certain expenses. To clarify, see below L1: Income (him) L2: Expense 1 L3: Expense 2 L3: Expense 3 Running Balance = 400 L4: Income (her) L5 Expense 4 L6: Expense 5 . . . . L12: Expense 11 Is there a way to automatically select expenses 4-11 to subtotal how much just that set of expenses are? Not sure if a macro will come into play here or not. Thanks, Les |
#4
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Subtotal Question with a twist
Hi,
Why don't you show us a little sample, ie. A B coffee 1.00 pants 30.00 Paycheck 900 x 12 y 456 z 56 Paycheck 900 Do you want a formula in column C which shows the sum of the expenses between paychecks? The key is going to be consistant entries for the paycheck text in column A. You mention that you are listing both you and your wife's paycheck, does that mean you want to sum expenses between any paycheck, hers or yours or do you only want to do it for your paychecks? Cheers, Shane -- Thanks, Shane Devenshire "WLMPilot" wrote: I have a worksheet with 12 monthly budgets. Income and expenses are sorted via due date and I use a running balance in the last column. Lets say rows 1-50 make up Jan. Somehow, I want to be able to automatically subtotal within the budget, certain expenses. To clarify, see below L1: Income (him) L2: Expense 1 L3: Expense 2 L3: Expense 3 Running Balance = 400 L4: Income (her) L5 Expense 4 L6: Expense 5 . . . . L12: Expense 11 Is there a way to automatically select expenses 4-11 to subtotal how much just that set of expenses are? Not sure if a macro will come into play here or not. Thanks, Les |
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