formula help please
Hi Everyone
Attempting to become more responsible and monitor my finances more closely, so I created the table below;
Ideally if possible, I would like numbers to operate the following way, but need help with the process please
1: WORK EXPENSES - please see rows 1 or 7 for example
- manually complete A1, B1, C1 and D1
- manually type or select EXP into E1
- this would result in the following;
- F1 duplicates D1 in red text and excludes the negative
- G1 to show EMPLOYER
- H1 when checked will change F1 to an empty cell or small dash
2: RENT - please see row 3 for example
- manually complete A3 andB3
- manually type or select RENT into C3
- this would result in the following;
- D3 to populate with -$3,016
- E3 to populate with PER
- F3to show $3,016 in red text excluding the negative
- G3 to show HOUSEMATE
- H3 when checked will change F3 to an empty cell or small dash
3: TAX - please see row 6 for example
- manually complete A6, B6, C6 and D6
- manually type or select TAX into E6
- this would result in the following;
- F6 to calculate and show 30% of D6 in red text and excludes the negative
- G6 to show ATO
- H6 when checked will change F6 to an empty cell or small dash
I have included a summary below of my table if required and if you have any suggestions on a better way to set up the table please let me know.
Thanks & Kind Regards
________________________________________________________________________________ ________________________
TABLE SUMMARY
Column A - date of transaction
Column B - bankcard used for purchase
Column C - description of purchase
Column D - total amount of transaction
Column E - type of transaction (below are the four options I use)
PER - personal expense, no money is owed to me unless I have loaned / made purchases for others
EXP - work expense, 100% is claimed and paid from employer
TAX - personal expense, 30% is claimed and paid from my tax return
TAC - medical expense, 100% is claimed and paid from insurance company
Column F - how much money is owed to me
Column G - where / who is paying me
Column H - indicates if I have received the money owed to me
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