Anyone Have A Home Bookkeeping Template? |
Anyone Have A Home Bookkeeping Template? - Excel |
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Hi all,
Following a terminal illness of my old PC (and it's incumbent software) I'm about to create myself a little Excel book to track all our home income & expenditure but wondered if anyone on here had a template I could use as a starter (or point me in the right direction to one on the net)???
I want to use the book to enter all transactions by date, payee, amount etc and then to be able to reconcile against my bank statements, perhaps though a simple form that pulls up all transactions yet to be reconciled.
Anyone got something they think might be suitable?
Ta in advance
Simon
Following a terminal illness of my old PC (and it's incumbent software) I'm about to create myself a little Excel book to track all our home income & expenditure but wondered if anyone on here had a template I could use as a starter (or point me in the right direction to one on the net)???
I want to use the book to enter all transactions by date, payee, amount etc and then to be able to reconcile against my bank statements, perhaps though a simple form that pulls up all transactions yet to be reconciled.
Anyone got something they think might be suitable?
Ta in advance
Simon
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I have a simple address book spreadsheet. I would like to create a Search
form, where the user can enter the Last Name of the person they are searching
for.
form, where the user can enter the Last Name of the person they are searching
for.
Okay, so I tried (for hours) to find a solution to this and have finally gotten frustrated to the point where i think asking here will be my best bet.
Basically I want to export data from excel worksheets to various places on a word document I had. I have created a word template as well as bookmarks for that template, as that seems to be the recommendation for performing such a task with excel.
My problem is ... Now what?
I basically have 1 constant worksheet that contains all my affiliates info (Name, Address etc), which i'd like to use to populate some bookmarks in my word template, and then i have another worksheet for the previous month, indicating sales etc for that affiliate. I intend on adding a new worksheet every month that i would use to create new invoices.
Furthermore, i'd really like to be able to update a new file (or perhaps a new page on the same file) for each company with the use of a button, similar to the one's you'd see in an access form.
Can anyone help? Let me know if you need me to clarify.
Thanks!
Matt
Basically I want to export data from excel worksheets to various places on a word document I had. I have created a word template as well as bookmarks for that template, as that seems to be the recommendation for performing such a task with excel.
My problem is ... Now what?
I basically have 1 constant worksheet that contains all my affiliates info (Name, Address etc), which i'd like to use to populate some bookmarks in my word template, and then i have another worksheet for the previous month, indicating sales etc for that affiliate. I intend on adding a new worksheet every month that i would use to create new invoices.
Furthermore, i'd really like to be able to update a new file (or perhaps a new page on the same file) for each company with the use of a button, similar to the one's you'd see in an access form.
Can anyone help? Let me know if you need me to clarify.
Thanks!
Matt
A previous poster explained what I also need; there were no responses,
so I thought I would try again.
Does anyone know of an Excel template--or a small stand-alone
program--that will calculate the interest/principal breakdown when
payments are varied in amount and frequency? Free or low-cost, please.
I need one that will work on my Mac/Office 2004. I will need to print
out periodic reports.
Here is the way the previous poster described it:
"Excel template: Loan Amortization for random/irregular payments,
figures days
between payment dates.
I have a loan with a variable beginning balance and irregular payments
with
annual large payment. (based on collections)
Would like to enter payment and date.
then Excel would figure days since last payment, interest amount,
principal
amount, Ending Principal balance.
And total interest paid, total pricipal paid
If I change the starting principal, excel would recalculate all
entries."
Thanks very much.
so I thought I would try again.
Does anyone know of an Excel template--or a small stand-alone
program--that will calculate the interest/principal breakdown when
payments are varied in amount and frequency? Free or low-cost, please.
I need one that will work on my Mac/Office 2004. I will need to print
out periodic reports.
Here is the way the previous poster described it:
"Excel template: Loan Amortization for random/irregular payments,
figures days
between payment dates.
I have a loan with a variable beginning balance and irregular payments
with
annual large payment. (based on collections)
Would like to enter payment and date.
then Excel would figure days since last payment, interest amount,
principal
amount, Ending Principal balance.
And total interest paid, total pricipal paid
If I change the starting principal, excel would recalculate all
entries."
Thanks very much.
Thought I'd append my experience of the above problem - you can find all sorts of references to it everywhere.
My problem was that a userform defined with Excel at work (containing DT pickers) gave the message in the title when opening it at home. I had a light-bulb moment and wondered whether there was a difference in the version numbers for MSCOMCT2.OCX at work and at home. Turned out the work version was newer. I then copied the MSCOMCT2.* files from work, made a backup of them at home and copied those from work to my C-drive (Windows XP - c:\windows\system32\ ).
No luck. I then rebooted the machine - still no luck.
Then, finally I unregistered the old DLL via
Code:
(not sure if this was necessary, but I didn't think it could hurt). Reregistered the DLL via
Code:
and what do you know - it worked.
Summa summarum - it could be an idea to check whether the two machines have different version numbers for the MSCOMCT2.OCX files.
My problem was that a userform defined with Excel at work (containing DT pickers) gave the message in the title when opening it at home. I had a light-bulb moment and wondered whether there was a difference in the version numbers for MSCOMCT2.OCX at work and at home. Turned out the work version was newer. I then copied the MSCOMCT2.* files from work, made a backup of them at home and copied those from work to my C-drive (Windows XP - c:\windows\system32\ ).
No luck. I then rebooted the machine - still no luck.
Then, finally I unregistered the old DLL via
Code:
regsvr32 /u c:\windows\system32\MSCOMCT2.OCX
(not sure if this was necessary, but I didn't think it could hurt). Reregistered the DLL via
Code:
regsvr32 c:\windows\system32\MSCOMCT2.OCX
and what do you know - it worked.
Summa summarum - it could be an idea to check whether the two machines have different version numbers for the MSCOMCT2.OCX files.
Does anyone know of a non-commercial roster template that would suit 7 day/24 hour/4 person shifts?
Currently we use a totally manual spreadsheet which looks like a Rubik's Cube and does not offer any form of automation in order to speed up entry adn ensure no doubling-up or missing shifts.
Currently we use a totally manual spreadsheet which looks like a Rubik's Cube and does not offer any form of automation in order to speed up entry adn ensure no doubling-up or missing shifts.
Hello,
Firstly i haven't used excel to a great extent since my college days. So i'm having to re-learn 99.9% of everything i once new...
I am volunteering for a non profit organization and trying to create a reservation system for the rooms that they have - kind of like hotel software, but in excel (i did a similiar thing in college but for plane seats)
Please find it attached.
What i need it to do:
Copy all of the info from the main page to the guest lit (a new row each time).
From the guest list to the Gannt chart - i did a few tutorials on dynamic gantt charts using conditional formatting but cannot get them to work when based on data on a different worksheet.
Finaly is there a way to check for availabilty on any given date?
if just someone could point me in the right direction, i would be appreciate it so much words can't express!!!
Best Regards,
Jamie
P.S for the calender drop down on the main page, i'm using 'microsoft time & date picker 6.0)
http://www.2shared.com/file/6521961/...ibsV05b32.html - pop ups on this site
http://www.easy-share.com/1906519167/RibsV0.5b3.2.xlsm - same file, better website
Firstly i haven't used excel to a great extent since my college days. So i'm having to re-learn 99.9% of everything i once new...
I am volunteering for a non profit organization and trying to create a reservation system for the rooms that they have - kind of like hotel software, but in excel (i did a similiar thing in college but for plane seats)
Please find it attached.
What i need it to do:
Copy all of the info from the main page to the guest lit (a new row each time).
From the guest list to the Gannt chart - i did a few tutorials on dynamic gantt charts using conditional formatting but cannot get them to work when based on data on a different worksheet.
Finaly is there a way to check for availabilty on any given date?
if just someone could point me in the right direction, i would be appreciate it so much words can't express!!!
Best Regards,
Jamie
P.S for the calender drop down on the main page, i'm using 'microsoft time & date picker 6.0)
http://www.2shared.com/file/6521961/...ibsV05b32.html - pop ups on this site
http://www.easy-share.com/1906519167/RibsV0.5b3.2.xlsm - same file, better website
I have a template that automatically populates the date field with the
current date when opened, using today(). Users then Save As to have an
archive copy of their spreadsheet. However, when they go back to access
their saved sheet, the date changes from the created date to the current
date. How do I stop this in Excel?
I know that Word lets you do this by changing the code from {DATE} to
{CREATEDATE}, but I can't find a similar setting in Excel.
Please help and thank you!
current date when opened, using today(). Users then Save As to have an
archive copy of their spreadsheet. However, when they go back to access
their saved sheet, the date changes from the created date to the current
date. How do I stop this in Excel?
I know that Word lets you do this by changing the code from {DATE} to
{CREATEDATE}, but I can't find a similar setting in Excel.
Please help and thank you!
Newbie here and I don't know where to start... I'm trying to set up a macro to when data is pasted to a TEMPLATE worksheet tab it will automatically copy and paste data to another sheet based on the month value.
For example:
If data contains 06/01/2011 in cell A1, then data needs to be pasted to "Jun" worksheet within the same workbook.
Can someone assist or can give some direction? Thank you
For example:
If data contains 06/01/2011 in cell A1, then data needs to be pasted to "Jun" worksheet within the same workbook.
Can someone assist or can give some direction? Thank you
Hi All,
I've been struggling with this for a while now and can't believe how hard it is!. I've searched on this site and on others to get some clarification but to no avail.
It's pretty simple really. I have a user form which contains a tex box for a user to input the date I want the format to be dd/mm/yyyy but can't find out how to set the format of the text box to this.
Please can someone give me a bit of guidence or link me to a good rescource if missed it in the search.
Thanks in advance.
G
I've been struggling with this for a while now and can't believe how hard it is!. I've searched on this site and on others to get some clarification but to no avail.
It's pretty simple really. I have a user form which contains a tex box for a user to input the date I want the format to be dd/mm/yyyy but can't find out how to set the format of the text box to this.
Please can someone give me a bit of guidence or link me to a good rescource if missed it in the search.
Thanks in advance.
G
Hello everyone!!!!
Here is my situation. I have been trying to learn macros but have not made one yet. Need your help. Here at work, I have some incompentant computer workers who claim they KNOW MS sooo well and have certificates etc... *COUGH COUGH* ya ok... LMAO
We have a "shared" work book we all work in. It's nothing fancy, just use it as a PO Book but since it is shared some people continue to not save before they add in more work so that they see a "refreshed" copy of the workbook before they start writing in cells that already contain information.
How to I create a macro button at the top of the page that is literally a SAVE button.. instead of them saving by going to File - Save or cntrl+s ??? I just thought that MAYBE having a big button in their face will remind them.
Secondly as back up I was wondering if you can create a macro to do a refresh of everyones screens automatically - say every 2 or 5 mins??? I don't mean a save... but a refresh so the screen actually updates in front of you. (although I will keep this little piece of magic out of their knowledge so they don't rely on it, just though it would be a secondary back up to helping eliminate these mishaps cause we are loosing alot of information by people saving overtop of other peoples work and not caring.)
Thanks so much!!!!! Muchly appriciated.
Here is my situation. I have been trying to learn macros but have not made one yet. Need your help. Here at work, I have some incompentant computer workers who claim they KNOW MS sooo well and have certificates etc... *COUGH COUGH* ya ok... LMAO
We have a "shared" work book we all work in. It's nothing fancy, just use it as a PO Book but since it is shared some people continue to not save before they add in more work so that they see a "refreshed" copy of the workbook before they start writing in cells that already contain information.
How to I create a macro button at the top of the page that is literally a SAVE button.. instead of them saving by going to File - Save or cntrl+s ??? I just thought that MAYBE having a big button in their face will remind them.
Secondly as back up I was wondering if you can create a macro to do a refresh of everyones screens automatically - say every 2 or 5 mins??? I don't mean a save... but a refresh so the screen actually updates in front of you. (although I will keep this little piece of magic out of their knowledge so they don't rely on it, just though it would be a secondary back up to helping eliminate these mishaps cause we are loosing alot of information by people saving overtop of other peoples work and not caring.)
Thanks so much!!!!! Muchly appriciated.
I'm trying to write a formula that will automatically take a group of football (soccer) scores, compare them with a set of predictions, and then allocate points according to how close the predictions are to the actual scores.
E.g.
Manchester United 3 - 0 Arsenal
Prediction: 4 - 1
Points: 1
I've found a formula online that works for most scores; the correct score (e.g. 3 - 0), a correct win (e.g. 4 - 1), and in the case of a draw (e.g Man Utd 1 - 1 Arsenal, and the prediction 2 -2), correct draw (but not the correct score). The points are as follows: Correct draw (Prediction = result): 4 Correct win (Prediction = result): 3 Correct win, incorrect score (Winner correct, score not): 1 Correct draw, incorrect sco 1
The formula I found online for all but the correct draw is: =IF(A3&B3=C3&D3),3,IF(AND(A3=B3,C3=D3),1,IF(AND(A3>B3,C3>D3),1,IF(AND(A3<B3,C3<D3),1,0)))))
Could someone help me work out how I can write a formula to add before the above that will check the contents of four cells (the home score, away score, home prediction, away prediction), and if the number in all 4 cells are the same, allocate 4 points? I've tried using averages, but some combinations would void this. I've also used the SUM function, but the same happens, as with MULTIPLYING.
Something like =IF(A3:D3) are equal, 4,0
Below are a few examples of what I mean:
(Result) (Prediction) (Points)
A B C D E
3 - 3 3 - 3 4
2 - 1 3 - 1 1
1 - 0 1 - 0 3
3 - 3 2 - 2 1
Apologies in advance if I haven't explained this clearly enough.
Thanks
Will
E.g.
Manchester United 3 - 0 Arsenal
Prediction: 4 - 1
Points: 1
I've found a formula online that works for most scores; the correct score (e.g. 3 - 0), a correct win (e.g. 4 - 1), and in the case of a draw (e.g Man Utd 1 - 1 Arsenal, and the prediction 2 -2), correct draw (but not the correct score). The points are as follows: Correct draw (Prediction = result): 4 Correct win (Prediction = result): 3 Correct win, incorrect score (Winner correct, score not): 1 Correct draw, incorrect sco 1
The formula I found online for all but the correct draw is: =IF(A3&B3=C3&D3),3,IF(AND(A3=B3,C3=D3),1,IF(AND(A3>B3,C3>D3),1,IF(AND(A3<B3,C3<D3),1,0)))))
Could someone help me work out how I can write a formula to add before the above that will check the contents of four cells (the home score, away score, home prediction, away prediction), and if the number in all 4 cells are the same, allocate 4 points? I've tried using averages, but some combinations would void this. I've also used the SUM function, but the same happens, as with MULTIPLYING.
Something like =IF(A3:D3) are equal, 4,0
Below are a few examples of what I mean:
(Result) (Prediction) (Points)
A B C D E
3 - 3 3 - 3 4
2 - 1 3 - 1 1
1 - 0 1 - 0 3
3 - 3 2 - 2 1
Apologies in advance if I haven't explained this clearly enough.
Thanks
Will
I am creating a basic accounting spreadsheet and I ask for assistance to automate data entry posts. I would like to have entries that are entered in the general journal automatically post to the corresponding ledger accounts. The entries need to remain in chronological order. Relative cell referencing will not work because the rows in the ledgers will not correlate to the rows in the journal because the journal but the entries in the ledger need to input on the next available row in that ledger account. Additionally, as the number of entries increase, can the ledger accounts add a new row?
Attached is a very simple example with three transactions. I have included an end state view in the ledger accounts tab.
I'm trying to format a worksheet to show how many days overdue certain tasks are, and running into a couple of issues. The sheet is set up with Due Dates in Column A, Days Overdue in Column B, and Date Completed in Column C. My first thought was just to use as simple a formula as possible in Column B =Today()-A2. This worked alright for tasks that already had Due Dates assigned, but if Column A was blank I'd get a high number in Column B. I also realized that tasks will continue to show as overdue even after I enter the completed-on date in Column C. Is there a relatively simple way to tackle this formula? Thanks in advance for suggestions. (I've attached an example with the column headings I want to use.)
Hi
I need to open a password protected workbook using VBA.
I've tried the code below but I still get prompted for a password.
Code:
How do I get it to open automatically???
I need to open a password protected workbook using VBA.
I've tried the code below but I still get prompted for a password.
Code:
Workbooks.Open Filename:="\\HOME\Working\Report.xls" _
, Password:="xxxx"
How do I get it to open automatically???
I know this question has been asked a bajillion times, so I apologize for the redundancy.
I am working with an Excel spreadsheet and saving it as a .csv file in order to upload to an application that parses out the .csv data as transactions. The system requires .csv files, so this is how I need to save my doc (with this extension). I have been successful at preventing Excel from coverting that long number into scientific format. I have saved as a TXT file, pasted the longer number and it displays correctly. That is all good. But I have to save as a .csv. So if I do that, close the Excel window, and then open again (as the .csv file), the numbers are back to being displayed in scientific format. I have tried creating an Excel doc from scratch and entering text in Text format, to see if this created a cleaner file. But again, the second I save as .csv, close the window and then open that file up again, that dang scientific format is back.
Does anyone have any idea of how to work around this? Once I have successfully gotten the numbers to display as the long-chain number, how can I get them to "stick" so that they don't revert back to scientific format when I reopen the file?
Thanks so much for your help!
I am working with an Excel spreadsheet and saving it as a .csv file in order to upload to an application that parses out the .csv data as transactions. The system requires .csv files, so this is how I need to save my doc (with this extension). I have been successful at preventing Excel from coverting that long number into scientific format. I have saved as a TXT file, pasted the longer number and it displays correctly. That is all good. But I have to save as a .csv. So if I do that, close the Excel window, and then open again (as the .csv file), the numbers are back to being displayed in scientific format. I have tried creating an Excel doc from scratch and entering text in Text format, to see if this created a cleaner file. But again, the second I save as .csv, close the window and then open that file up again, that dang scientific format is back.
Does anyone have any idea of how to work around this? Once I have successfully gotten the numbers to display as the long-chain number, how can I get them to "stick" so that they don't revert back to scientific format when I reopen the file?
Thanks so much for your help!
Is there a way that will run the code from a button when the enter key is pressed. Currently the enter key moves to the next text box in the user form.
In excel, I am trying to find a formula or funtion so that when I enter a
date (1/10/05) in cell A1 for example, then B1 automatically changes to
1/11/05, C1 to 1/12/05, etc. Can anyone help? Thanks!!
date (1/10/05) in cell A1 for example, then B1 automatically changes to
1/11/05, C1 to 1/12/05, etc. Can anyone help? Thanks!!
Hello,
Please help!!!
We have a client who will pay using the 1/4, 1/2/ and 3/4 of an hour increments as follows:
From the hour mark to 6 minutes = 0 time paid
Over 7 minutes to 15 minutes = 1/4 hour 15
16 minutes to 30 minutes = 1/2 hour 30
30 minutes to 45 minutes = 3/4 hour 45
46 minutes to 60 minutes = one hour.
They work on shifts and the operation is 24 hours. Each gets 30 minutes for breaks which is not paid. Pay is biweekly and overtime is anything over 40 hours. Currently, the template we are using looks like this (sorry, I could not figure out how to paste it so you can see it in Excel layout):
WEEK 1 Sunday Monday Tuesday Wednesday Thursday Friday Saturday
5/16 5/17 5/18 5/19 5/20 5/21 5/22
TIME IN ENTER TIME, INCLUDE AM OR PM
TIME OUT
TIME IN
TIME OUT
TIME IN
TIME OUT
TIME IN Total Hours First Week
TIME OUT
HOURS WORKED-OR- choose one
*HOLIDAY WORKED
PAID HOLIDAY (not worked)
*OTHER PAID HOURS
EXPLANATION OF *HOLIDAY WORKED HRS OR *OTHER
I am very new to Excel and need help creating a formula that will allow us to calculate this timesheet? I am in desperate need for help.
Thanks..
Please help!!!
We have a client who will pay using the 1/4, 1/2/ and 3/4 of an hour increments as follows:
From the hour mark to 6 minutes = 0 time paid
Over 7 minutes to 15 minutes = 1/4 hour 15
16 minutes to 30 minutes = 1/2 hour 30
30 minutes to 45 minutes = 3/4 hour 45
46 minutes to 60 minutes = one hour.
They work on shifts and the operation is 24 hours. Each gets 30 minutes for breaks which is not paid. Pay is biweekly and overtime is anything over 40 hours. Currently, the template we are using looks like this (sorry, I could not figure out how to paste it so you can see it in Excel layout):
WEEK 1 Sunday Monday Tuesday Wednesday Thursday Friday Saturday
5/16 5/17 5/18 5/19 5/20 5/21 5/22
TIME IN ENTER TIME, INCLUDE AM OR PM
TIME OUT
TIME IN
TIME OUT
TIME IN
TIME OUT
TIME IN Total Hours First Week
TIME OUT
HOURS WORKED-OR- choose one
*HOLIDAY WORKED
PAID HOLIDAY (not worked)
*OTHER PAID HOURS
EXPLANATION OF *HOLIDAY WORKED HRS OR *OTHER
I am very new to Excel and need help creating a formula that will allow us to calculate this timesheet? I am in desperate need for help.
Thanks..
Hi all,
I hope you can help me with what I would like to do. I've searched and searched and not come up with anything yet!!
I have one sheet which is my 'data' sheet with a number of columns, one of which is a date which may be repeated.
I then want to use another sheet with two cells where two dates can be entered and a button which allows you to copy the rows of data from the data sheet which have dates between the two specified originally. The list in the data sheet may not be in date order although I could update a macro to do this for me if needed. I would also like to do it so that if "ALL" is typed in the date fields, it pulls over ALL the data. (Or something similar)
Any help you can give would be much appreciated.
Cheers,
Kevin
I hope you can help me with what I would like to do. I've searched and searched and not come up with anything yet!!
I have one sheet which is my 'data' sheet with a number of columns, one of which is a date which may be repeated.
I then want to use another sheet with two cells where two dates can be entered and a button which allows you to copy the rows of data from the data sheet which have dates between the two specified originally. The list in the data sheet may not be in date order although I could update a macro to do this for me if needed. I would also like to do it so that if "ALL" is typed in the date fields, it pulls over ALL the data. (Or something similar)
Any help you can give would be much appreciated.
Cheers,
Kevin
I am trying to automatically capture and record the date of a cell's last change in value (date stamp). I have an item price list and if a particular cell gets updated I want to automatically record the date of change of that cell. I realize that after I change cell A1 I could tab to cell B1 and enter Ctrl+; but if I have a hundred new prices to enter I don't want to do that (plus me or the data entry person might forget).
For instance,
A B
1 $32.17 8/17/08
2 $43.20 9/12/09
If I go in and update cell A1 to $33.98 today I would like cell B1 to read 2/16/10. But I don't want cell B2 to change.
Thanks
For instance,
A B
1 $32.17 8/17/08
2 $43.20 9/12/09
If I go in and update cell A1 to $33.98 today I would like cell B1 to read 2/16/10. But I don't want cell B2 to change.
Thanks