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Old 02-12-2020, 06:51 PM
taholmes160 taholmes160 is offline Looking for an Electronic Envelopes budget system in Excel Windows 10 Looking for an Electronic Envelopes budget system in Excel Office 2019
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Default Looking for an Electronic Envelopes budget system in Excel

Hi Folks:

I am looking for a budgeting worksheet that uses electronic "envelopes". As you may be familiar with, lots of people budget by taking their income in cash, and putting it into different envelopes for things like Rent, Groceries, Gas, Eat-out, etc. I would like to find something similar using excel (or something else) I have made one, but its kinda crude, and I'd like to see what else is out there to see how I can make mine better, or replace it

Thanks
TIM
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Old 02-13-2020, 12:56 AM
ArviLaanemets ArviLaanemets is offline Looking for an Electronic Envelopes budget system in Excel Windows 8 Looking for an Electronic Envelopes budget system in Excel Office 2016
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Added is a simple example I gobbled together approximately in 20 minutes. I hope it gives you some ideas.


You have 2 tables - one on sheet Envelopes, another on sheet Budget.


On sheet Envelopes in column Envelopes, you define all envelopes you want to use. You can always add new ones, but don't delete old ones when there are any entries for this envelope in table on Budget sheet. In column CurrSaldo is calculated current saldo of entries from budget table for given envelope (All cells with formulas are colored yellow). Column Calculation is used to divide incoming sums between envelopes.
At top of sheet are fields for current total saldo (sum of saldos in column CurrSaldo), for balance between incoming sum (CalcTotal) and sum of fields in Calculation column, and for incoming sum. Calculation values and balance are displayed red when balance is negative, and green when balance equals 0.


Into table on sheet Budget, you enter all incoming and outgoing sums per envelope (you can use Calculation feature on Envelopes sheet to distribute entry, and then copy-paste envelopes and sums into budget table). In TypeCoef column a sum sign value (1 or -1) is calculated based on value in EntryType column. You can hide column TypeCoef.
Attached Files
File Type: xlsx BudgetCalculator.xlsx (15.4 KB, 3 views)

Last edited by ArviLaanemets; 02-13-2020 at 05:52 AM.
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Old 02-13-2020, 04:21 AM
taholmes160 taholmes160 is offline Looking for an Electronic Envelopes budget system in Excel Windows 10 Looking for an Electronic Envelopes budget system in Excel Office 2019
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Cool -- thanks
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