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Excel help

2 replies

eyesbiggerthanstomach · 13/12/2020 07:46

I use Apple numbers but I'm not great at it!

I'm trying to figure out how to do something to help me budget (just for my personal expenses not work related) but I can't even google it as am struggling to describe it properly to google.

Basically I want to be able to forecast for the next few months my cash flow.

So
Column 1 and 2 will be the name of my expense and date. Column 3 will the amount (so it will be fixed expenses I can predict). Then Column 4 should be the net amount I have left after each expense goes out.

I then add rows for discretionary costs as and when they are incurred.

I basically want Column 4 to be the cumulative total of everything spent row by row.

I could subtotal the expenses by creating an extra column and then deducting that but it's a pain.

There must be a cumulative formula I can use and if anyone can help that would be great!

Just to point out, I wouldn't be able to do this with excel either!

OP posts:
Herdwick · 13/12/2020 07:57

So if we assume your monthly income is 1234

In excel the columns are letters rather than numbers so column 4 would be D.

So in excel you would need to put =sum(1234-C2) in D2

In column D3 you would put =sum(D2-C3)

In column D4 you would put =sum(D3-C4)

At that point in excel I would drag the formula down the rest of column cells using the little square in the right hand corner of the cell and it should repeat the formula pattern for you rather than typing it out fresh for each cell in the column

eyesbiggerthanstomach · 13/12/2020 09:23

Perfect thank you @Herdwick !

I didn't know I could repeat a formula by dragging it!

Thanks!

OP posts:
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