Recurring expenses

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New Contributor

I'd like to project income and expenses into the future. I'm starting with a list of items, marked as one-time or recurring. I'd like to somehow expand the recurring items into the future. So let's say I want to project 6 months into the future. I want to somehow create 6 items for each original item marked as monthly. 

 

See the example below.

 

I could probably do it with a macro, but I'm not too familiar with macros, and it would probably be easier to just create the duplicated items manually.

 

Any suggestions?

 

Thanks.

 

Example:

I start with this:

10/1/21 monthly – Utilities $200

10/15/21 monthly – Mortgage  $1500

11/1/21 One-time purchase  $300

 

And I convert it into:

 

10/1/21 Utilities $200

10/15/21 Mortgage $1500

11/1/21 One-time purchase $300

11/1/21 Utilities $200

11/15/21 Mortgage $1500

12/1/21 Utilities $200

12/15/21 Mortgage $1500

1/1/22 Utilities $200

1/15/22 Mortgage $1500

     etc.

 

 

 

 

1 Reply

@OraMcCreary 

 

then you use that data to create a pivot table