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Compare budget to actual



 
 
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  #1  
Old May 21st, 2009, 07:39 AM posted to microsoft.public.excel.misc
Albert
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Posts: 92
Default Compare budget to actual

Hi Guys,

I have drawn a blank. Please help?

I have a spreadsheet which affectively are all items from my bank statement.
In another spreadsheet I have all the catagories from my bank statement
which is then filtered (sumif) between 2 dates.

I would like to then to compare my budget against the actual but I have my
budget setup in a cross tab table (categories in the rows and months in the
columns)

What formula could I use to pull through the corresponding budget to the
date range in the bank summary sheet?

Thanks
Albert
  #2  
Old May 21st, 2009, 11:15 PM posted to microsoft.public.excel.misc
smartin
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Posts: 780
Default Compare budget to actual

Albert wrote:
Hi Guys,

I have drawn a blank. Please help?

I have a spreadsheet which affectively are all items from my bank statement.
In another spreadsheet I have all the catagories from my bank statement
which is then filtered (sumif) between 2 dates.

I would like to then to compare my budget against the actual but I have my
budget setup in a cross tab table (categories in the rows and months in the
columns)

What formula could I use to pull through the corresponding budget to the
date range in the bank summary sheet?

Thanks
Albert


I can't see your layout but this is the general idea. Use INDEX/MATCH to
find the budget values based on keys in the actual table.

Suppose your budget looks like this in budget!A14

Category Jan Feb Mar
A 400 100 400
B 100 300 100
C 200 200 300

And suppose your bank info looks like this in actual!A14

Category Month Actual Budget
A Feb 100
B Feb 200
C Feb 300

You want to fill in the Budget column (D24).

In actual!D2 put

=INDEX(budget!$B$2:$D$4,MATCH(actual!$A2,budget!$A $2:$A$4,0),MATCH(actual!$B2,budget!$B$1:$D$1,0))

This can be filled down as needed.

Hope this gives you some ideas.
 




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