Forum Discussion
Checkbook Register with Automatic Round-Up to Savings Feature
Hello mathetes,
I took some time and was able to get the Roundup formula to do some of the simple tasks I wanted the Roundup formula to complete. Although I couldn't figure out how to get the information to display on a separate page. So, I thought I'd try a simple Value Lookup, and use that as a constant update number on the Savings Account Page then just enter Transfers Manually, but that was unsuccessful. Here is what I am currently working on though.
I still would like to accomplish what I mentioned in the first reply if you see it possible.
Thanks,
DC_BarTroN
A further revision, mostly cosmetic but with improved clarity and efficiency in mind. What I've done is put the date and time fields in the middle. Did this so that when you do a Savings Account transaction off to the right, it still is clear that the date and time have been used, even though it's blank on the left. I am assuming you make deposits to and withdrawals from the savings account independent of checking transactions.
I realize, of course, that I'm suggesting an altogether different way to accomplish what you were wanting to do. Turning what would be two "clearly distinct" sheets into a combined one is (some might say) a radical revision. It does seem to me though that unless your savings account is extremely active and needs a separate sheet, your main "presenting issue" of taking the rounded up delta and adding it to the Savings Account is really more neatly and clearly handled by combining the two records rather than by generating a separate sheet.
Anyway, see what you think here. I've entered two 'test" Savings-only transactions.
By the way, you are to be commended for the level of sophistication shown in the formulas in your worksheet. You clearly know your way around Excel.