Forum Discussion
if statements
JKPieterse I use a sheet for each month because the sheet is a budget sheet for each month
- That in itself is not a very good reason for putting the info an a separate sheet for each month if you ask me. I promise you, reporting becomes very simple of your data is on one sheet. You can then use a pivot table to summarize very easily. And if you want to view one month you can filer your table to that month.
Jan I am sorry for the inconvenience , But I, believe you are saying is that I would need a column for my projected income, actual income then I would need a individual column for medical projected, medical actual, the difference between the two, and the same for housing expenses, entertainment expenses, pet expenses, etc.
Then set this same thing up for each month
Wouldn’t that be confusing for someone doesn’t work with Excel a great deal. Is there a way you can show me what you are trying to explain.wjallen14 Depending on how granular you want to be, I have a retirement planning budget that I've created that just looks at things on an annual basis--projected income is on one sheet; projected/actual expenses on another....assumptions and tables on two more. You could easily modify it to a monthly, I think. It would give you yet another way to visualize in contrast with each month on its own. Let me know if you'd be interested.
Speaking of granularity, though, with regard to your monthly actuals--are you going to be entering final numbers by category, based on outputs from some other source (Quicken, etc)? Or are you planning on entering each check, as well as each credit card or cash transaction directly into your monthly sheet to calculate Actual very precisely, and also give yourself the ability to dig down into detail when there's a variance that you want to explore. It's this latter sort of analysis that people here on this message thread are getting at by suggesting you create a single database--that will give you the ability to produce high level summary reports on a month-by-month basis, but also provide drill down analytical abilities.
