Hi ChainRxn,
i have added a next paymentdate to your table. with this formula
Formula:
=IF(DATEDIF([@Date];TODAY();"m")>[@[Period (Months)]];0;EDATE([@Date];CEILING.MATH(DATEDIF([@Date];DATE(YEAR(TODAY());MONTH(TODAY());DAY([@Date])+1);"m");[@[Frequency of Payment (3= Quarterly, 6= Half Yearly, 12 = annually)]])))
Then I put the output in a Pivot table. this will always show the next paymentdate for all acc no..
This calender should always be up to date.
see attachment.
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