|My apologies, more details below:|
General explanation of table lay out (All tables are the same with different names)
All Tables are 5 Columns wide by 21 rows long.
- The first row are header cells for the columns (Blank (allows for a three color conditional format for each row), Date, Expense, Amount, Running Total)
- Data is populate within the next 20 cells
Table 1 (JAN_Expense)
C8, 1/1/2010 D8, Mortgage E8, -100.00 F8, Manually entered logic
C9, 1/1/2010 D9, HOA E9, -10.00 F9, Manually entered Logic
C10, 1/4/2010 D10, Credit Card E10, -50.00 F10, Manually entered Logic
C11, 1/14/2010 D11, Loan E11, -75.00 F11, Manually entered logic
Table 2 (JAN_Credit)
I8, 1/1/2010 J8, Dividend K8, 10.00 L8, Manually Entered logic
I9, 1/1/2010 J9, Pay Check K9, 10.00 L9, Manually entered Logic
I10, 1/12/2010 J10, Expense Report K10, 10.00 L10, Manually entered Logic
I11, 1/24/2010 j11, Pay Check K11, 10.00 L11, Manually entered logic
What I mean by automate the functions (for the running total) is this:
Cell L4 = 1000.00 (This is a static entry (Manual) and is the my balance form the previous year)
Currently, I have to manually add cells together based on the date of either the expense or credit. Below is how the cell is currently:
L8 = L4+K8
L9 = L8+K9
Now if I want to say add an expense dated 1/6/2010, I would have to manually redo all of the additions for the “Running Total” columns. I was hoping that I could have some sort of logic that would do the date comparison and add the specific “values” according to that date and output it to the “Running Total” column.
I like to visually see the difference between the expense and credits. I have put them all in one table before with conditional formatting to highlight an expense verse a credit, but it wasn’t as easy to read as two separate tables. If this is not possible in excel, then I can live with either one table for both or having to manual redo the logic…
Either way, thanks for all your help!