Setting up a Spreadsheet in Excel...

Money_Saver

for banking and stuff etc figures.

I'd like to set up a spread sheet so I can enter income on say 01st Each month, then enter my bills due on a particular date. A cell to show a balance once the amount has been deducted or a credit has been received on a particular date. I think this will help me enormously to budget so i can tell on any given day what my balance will be if xyz bills have been taken.

It too would be helpful if the cell could change colour once I enter my overdraft.

My knowledge of excel 2007 is somewhat limited.
I hope that makes sense.
Thanks for any info on how to achieve this best.

property.advert

For colours:

Do you mean to change the writing colour if it goes below zero or change the colour of the box ?

Changing the colour to red for instance is in the right click format cells where you choose custom and then #,##0.00;[Red]-#,##0.00 as an option.

If you want the whole block to change colour then you need "conditional formatting". This is on the "home" tab, just to the right of centre (usually). You need to select it, then new rules, then input your rule. If for below zero, you would use >0 for below 500 would be <500 etc. You can then select what colours and fonts etc. you want to see when it goes below your rule.

For maths formulae, =sum(a1:b2) will add things up.

I know what you want to do and it is easy but it is difficult to "see" what you have and the way you want it. Drop me an email with the file to my user name at gmail.com if you want and I'll look at it for you.

Let me know if you cannot understand this. I am proficient with Excel but I am not a very good teacher !

jonjamie1970

Likewise I can help, I copied and pasted from my internet banking and run a simple spreadsheet with income / DD etc etc .

If you want me to send you the spreadsheet then drop me an email also.

MarkFromCornwall

Money_Saver wrote: »

for banking and stuff etc figures.

I'd like to set up a spread sheet so I can enter income on say 01st Each month, then enter my bills due on a particular date. A cell to show a balance once the amount has been deducted or a credit has been received on a particular date. I think this will help me enormously to budget so i can tell on any given day what my balance will be if xyz bills have been taken.

It too would be helpful if the cell could change colour once I enter my overdraft.

My knowledge of excel 2007 is somewhat limited.
I hope that makes sense.
Thanks for any info on how to achieve this best.

How you might get started.
In cell A1 type 'Date'.
In cell B1 type 'Description'.
In cell C1 type 'Amount'
In cell D1 type 'Balance'
In cell A2 type the date you got paid.
In cell B2 type something like 'My pay'.
In cell C2 type the amount you were paid.
In cell D2 type =C2
In cell A3 type the date of your first bill.
In cell B3 type something like 'Electricity bill'.
In cell C3 type the amount of your electricity bill.
In cell D3 type =D2-C3
In cell A4 type the date of your next bill.
In cell B4 type something like 'Gas bill'.
In cell C4 type the amount of your gas bill.
In cell D4 type =D3-C4
and so on...

You won't need to keep typing the formulas in column D, you can do it automatically by dragging.

To achieve the red text when you go overdrawn, select column D, ie. highlight all the cells in column D using your mouse, then click on Format / Cells / Number and click on Number and then on the right where it says negative numbers, choose one of the formats in red.

I hope this helps you to get started.

Mark