Trying to help some young friends out to better manage finances and (based on their feedback on what would be appealing to them and easier to understand) I'm trying to put together a quick entry tool that allows them to see AT-A-GLANCE CALENDAR view affects of their Income vs Outgo (some is manageable - some are 'unplanned' oh crap--this isn't good scenarios) as we've all experienced that wreaks havoc on the best of budgets..
This quickly lets them see weeks in advance that on XXX day -- they will be dead broke -- IF they don't take action....
Attached is a file that holds the CALENDAR view desired (where each day's block shows them INC, OUTGO and running balance)
* The orig WORKSHEET idea was they wanted to be able to enter "LIKE" things (compartmentalized) made more sense than intimidating "ledger" style..
* This evolved to WORKSHEET (2) which is more ledger style with all INC and EXP on a single (probably more easily 'extract-able' table) - code wise..
* Third option was to just throw the ledger table along side the CALENDAR View (on a single worksheet) - which allowed them to see interactivity as they entered things.
(kept them from having to jump back and forth to another sheet to see the results of their entry)
The 3rd option is a little more cluttered and of course as months go by, they'll have to do some scrolling to get back to the CALENDAR they want to see but this 3rd option is probably the easiest to code whether using VBA or Functions or combination of both to accomplish auto-fed-summing-status..
As long as it's functional -- the format option is OPEN for surgery --- whatever will give them the At-A-Glance CALENDAR block VIEW is the ultimate goal!
I didn't save it as xlsm yet but adding modules and doing so is totally great!
Thanks in advance!
NOTE: there's some complication to it -- with "occurrence types" -- like:
This expense occurs every Monday of every month... and ...
This income should be applied to the calendar every Quarter (on the 5th of that mo)
HOWEVER, if it's too complex to mess with auto-feeding those rules in --- They can just enter those manually; feel free to strip out those added columns..