First of all, may I point out that your Column P should be "Less 25%", not "Less 15%"

Maybe something like this (see attached)...

Basically, the equation for the first month is a nested if:

=IF(I1>$H2,$G2,IF(I1=$H2,2*$G2,""))

If test month (I1) > Process Month (H2), 1x the Monthly Amount (G2), else
If test month (I1) = Process Month (H2), 2x the Monthly Amount (G2), else
[Less than]: ""

The other months all have the same nested ifs:

=IF(SUM($I2:I2)=$A2,"",IF(SUM($I2:I2)=$B2+$D2,$C2, IF(SUM($I2:I2)=$B2,$D2,IF(J1>$H2,$G2,IF(J1=$H2,2*$ G2,"")))))

If the amounts to the left = Total Allocation (A2), then "", else
If the amounts to the left = Less 25% (B2) + Retention (D2), then Audit (C2), else
If the amounts to the left = Less 25% (B2), Retention (D2), else
The first equation above.

Attached Files

mukiwi.xlsx (9.0 KB, 10 views)