I'm building a personal budget that looks a lot like a set of business financials (really just an exercise to learn excel techniques).
So, I have one sheet that acts as a register -- in column A I have the date of the transaction, column B is the amount, C is from which account the money came, D is the use of the money, and E is a code (1 for paycheck, 2 for investment income, 3 for food expense...etc).
On another sheet I have an income statement. I want the income statement to pull code 1s from the register sheet for the month indicated by column A in that sheet into the proper month column (B is january, C is Feb....). I then have a cash flow sheet which uses V-lookups to pull the information from the income statement, and that seems to work fine.
I'll include a copy of the file I'm working on for reference (all numbers are completely made up).
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