Hi Ruth,

Maybe an example is best. You could honestly go in so many directions that this sounds like a style more than what works best. Again, many things would work good, but what meets your needs.

Take a look at this sample and see if it makes sense. Again, just one thought...

Select an item in column A that comes from the budget list in column I.

Column E is using the vlookup to retrieve the fixed values.

In Column F you would input the variables values along with a description in column C.

Column J is the budget with column K telling you what you have spent so far.

Column L give you an idea of what you have left.

Attached Files

Book2.xlsx (11.8 KB, 22 views)