Yearly renewal of budget allowance issue.

Hello.


At my company we have a yearly clothing allowance for company branded items, so we need to track who has bought what and how much money they have left to spend. The tricky part is, every year your budget is "refreshed" If you are a "group B" employee, you get $200 to spend per year. If you started in December 2013, and spent all your budget on your first day, you would not be able to spend another $200 in January 2014. You would have to wait a full 365 days. So every employee has different start dates, and therefor, their budget is refreshed, or reset, at different times for different employees.

Is there a way to have the "amount remaining" be reset to the "allotted amount" after one year has passed from the employees start date. And just to make things more complicated, you cannot "bank" your clothing budget. As in, if you didn't buy anything in your first year, you could not buy $400 after 2 years.


Thanks!

clothing report.xlsx

Try this. If macros are enabled then it should auto run when the workbook is opened.

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