HOW TO SET UP REMINDERS IN EXCEL?
 

I have a huge report with dates and I would like to know if I can have
something to pop up or highlight so it can tell me when something is due, for
example: if I issue a document for a customer in 01/01/06 they need to pay
annually how do I make it that it will remind me that in 01/01/07 I have to
charge this customer.

This is very important because otherwise I will be loosing money because I
can't remember all of them. Please anything will help

Answer: HOW TO SET UP REMINDERS IN EXCEL?
 

Yes, you can set up reminders in Excel using conditional formatting and the "Today" function. Here's how:

1. First, select the column that contains the dates you want to set reminders for.
2. Go to the Home tab and click on Conditional Formatting in the Styles group.
3. Select New Rule from the drop-down menu.
4. In the New Formatting Rule dialog box, select Use a formula to determine which cells to format.
5. In the Format values where this formula is true field, enter the following formula:
   Formula:

   ---

   =TODAY()-$A1=365 


   ---

   Note: This formula assumes that your dates are in column A and that you want to be reminded one year in advance. You can adjust the formula to fit your specific needs.
6. Click on the Format button and choose how you want the reminder to appear. For example, you can choose to highlight the cell in red or add a comment.
7. Click OK to close the Format Cells dialog box.
8. Click OK again to close the New Formatting Rule dialog box.

Now, any date that is one year away from today's date will be highlighted or formatted according to the rule you set up. You can also adjust the formatting or formula as needed to fit your specific needs.

HOW TO SET UP REMINDERS IN EXCEL?
 

Create a conditional formatting with the formula:
=A1<=TODAY()-365

"Janelle" wrote:

I have a huge report with dates and I would like to know if I can have
something to pop up or highlight so it can tell me when something is due, for
example: if I issue a document for a customer in 01/01/06 they need to pay
annually how do I make it that it will remind me that in 01/01/07 I have to
charge this customer.

This is very important because otherwise I will be loosing money because I
can't remember all of them. Please anything will help