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Old 01-27-2013, 06:49 AM   #1
DisneyFan32WI
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Can anyone help me with an EXCEL spreadsheet?

I have a friend who needs a spreadsheet set up that can easily compute formulas without having to do the math by hand.

I have to be honest that I have no idea how to help her. She asked if I knew anyone who did and I told her I would check around this weekend.

Is anyone able to get me set up for her? She wrote down what it is she needs.

Please PM if you could help!

Please and thank you!!
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Old 01-27-2013, 06:57 AM   #2
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Originally Posted by DisneyFan32WI View Post
I have a friend who needs a spreadsheet set up that can easily compute formulas without having to do the math by hand.

I have to be honest that I have no idea how to help her. She asked if I knew anyone who did and I told her I would check around this weekend.

Is anyone able to get me set up for her? She wrote down what it is she needs.

Please PM if you could help!

Please and thank you!!
It sounds like Excel should do what she wants. As far as looking for help, it might benefit to give some more details on what kind of formula she's looking for. I'm pretty good with basic excel (adding columns/rows, comparing, linking between tabs, etc), but Excel can do so much more than I know how.

I'm also guessing googling "Excel and <type of forumla>" would probably bring up examples.

And, is she looking for someone to teach her how to set this up or does she want someone to do it for her and email the file?
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Old 01-27-2013, 07:02 AM   #3
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It would probably help you both out better to just google this information. There is lots of websites out there that can help you with this. I know it is easier to just go the lazy way and post it here and hope someone does all of it for you.
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Old 01-27-2013, 07:11 AM   #4
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Thanks. I didn't mean to come across as lazy. I just have no expertise in this area whatsoever (she doesn't either), and I was hoping someone may know how to help. She is just the sweetest person ever and is trying to set up a spreadhseet to help her with an ailing parent's monthly expenses at a home. She needs the following:
1. Column 1 is the monthly rent amount (let's say $3500 per month) x column 2 which is the number of months in a year
2. # of months in a year
3. Column 3 would equal the toal rent paid for the year
4. Column 4 is the service charge that the home adds on

I don't even know if she wrote this down right. It just looks foreign to me.
She scribbled this after point 4:
column 3-4=5 x %=total

I did try to Google help. My friend is in her 50's and has only very basic computer skills. I don't use Excel for my work, so I also don't know how to help.
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Old 01-27-2013, 07:17 AM   #5
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Start in a new cell with the = sign, all formulas will start with this. For simple math it would be =cell number+cell number this would add the values in 2 cells, you do the same with subtraction, division, multiplication etc. Use F1 in excel to activate help, they have a list of all the formulas.
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Old 01-27-2013, 07:37 AM   #6
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Quote:
Originally Posted by DisneyFan32WI View Post
Thanks. I didn't mean to come across as lazy. I just have no expertise in this area whatsoever (she doesn't either), and I was hoping someone may know how to help. She is just the sweetest person ever and is trying to set up a spreadhseet to help her with an ailing parent's monthly expenses at a home. She needs the following:
1. Column 1 is the monthly rent amount (let's say $3500 per month) x column 2 which is the number of months in a year
2. # of months in a year
3. Column 3 would equal the toal rent paid for the year
4. Column 4 is the service charge that the home adds on

I don't even know if she wrote this down right. It just looks foreign to me.
She scribbled this after point 4:
column 3-4=5 x %=total

I did try to Google help. My friend is in her 50's and has only very basic computer skills. I don't use Excel for my work, so I also don't know how to help.
I'm sorry, I'm not seeing where anything is getting calculated. Column 1 (So this would be A1, A2, A3, A4... Excel labels columns with numbers & rows with numbers) is hand entered. Column 2 (B1, B2, B3, B4... ) would always be '12', right? Column 3 (C1, C2, C3, C4...) is going to change depending on how much would be paid? Column 4 (D1, D2, D3, D4... ) is the same service charge.

If I understand the forumla she wrote, in column 5 (E1, E2, E3, E4...) you'd have something like "=C1-D1". I'm not sure what the % is, so I don't know where to put that. If it's a fixed percentage, you can include it in the formula "=(C1-D1)*.06". That will do the subtraction, then multiply by .06 (6%).

ETA: If you're good at basic algebra, that's basically what excel is. Except, instead of using variables (x, y, z), it uses cell coordinates (A1, B3, C2, etc). Also, if you google "Excel budget", you'll find all kinds of downloadable sheets for budgeting. Just be careful where you download from. If you try to open the file and you get prompted to allow macros, I'd say "no", they shouldn't be needed in a basic budget page.
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Old 01-27-2013, 07:43 AM   #7
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Quote:
Originally Posted by DisneyFan32WI View Post
Thanks. I didn't mean to come across as lazy. I just have no expertise in this area whatsoever (she doesn't either), and I was hoping someone may know how to help. She is just the sweetest person ever and is trying to set up a spreadhseet to help her with an ailing parent's monthly expenses at a home. She needs the following:
1. Column 1 is the monthly rent amount (let's say $3500 per month) x column 2 which is the number of months in a year
2. # of months in a year
3. Column 3 would equal the toal rent paid for the year
4. Column 4 is the service charge that the home adds on

I don't even know if she wrote this down right. It just looks foreign to me.
She scribbled this after point 4:
column 3-4=5 x %=total

I did try to Google help. My friend is in her 50's and has only very basic computer skills. I don't use Excel for my work, so I also don't know how to help.
I don't really understand why column 2 is needed because there are always 12 months in the year. If she's only paying for few months, then it makes more sense.

Okay so Cell A1 will be the rent so enter the rent amount in A1. If she is using months, enter the number of months into column 2 (a2). For Cell A3, the formula would be =a1*a2

Moving onto cell a4, she'd enter the service fee amount. Cell A5's formula should be =a3-a4

As to her note saying x%=total, I'm not sure what she's going for with that.

To copy the formula into the rest of the column, click on the cell to copy and place the cursor over the right bottom corner until the cursor looks like a plus sign. Drag it down through all the rest of the cells in the column. Do that for each column with a formula.

Hope that helps. I'd really follow the directions instead of accepting a document from some random person on the internet. It's very easy. Good luck!
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Old 01-27-2013, 07:53 AM   #8
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Wait, is there some time the amount paid does not match the bill? And when that happens, there's a service charge?

So, the rent goes in A1, the number of months in A2,
A3 is how much was paid.
A4 is the service charge % (make sure you put in the % sign).
So A5 is "=((A1*A2)-A3)*A4".
I would add A6 as "=((A1*A2)-A3) + A5)

That takes how much rent is supposed to be (A1*A2), subtracts how much was paid (A3), and calculates the service charge (A4). A6 would show the total of the remaining bill + the service charge (so a total of what's still to be paid.
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Old 01-27-2013, 08:02 AM   #9
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Quote:
Originally Posted by sam_gordon View Post
Wait, is there some time the amount paid does not match the bill? And when that happens, there's a service charge?

So, the rent goes in A1, the number of months in A2,
A3 is how much was paid.
A4 is the service charge % (make sure you put in the % sign).
So A5 is "=((A1*A2)-A3)*A4".
I would add A6 as "=((A1*A2)-A3) + A5)

That takes how much rent is supposed to be (A1*A2), subtracts how much was paid (A3), and calculates the service charge (A4). A6 would show the total of the remaining bill + the service charge (so a total of what's still to be paid.
The rent changes each month. It isn't a set amount. The service charge is based on additional services maybe that are provided? I'm not quite sure, but I know that the amount for everything varies from month to month. Where do I put these forumlas on the spreadhseet? In the white box?
Sorry-I honestly have never used Excel beyond a basic spreadsheet for adding names, telephone numbers, etc.

I was planning to take a summer course in Microsoft to become more familiar with all of this.
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Old 01-27-2013, 09:44 AM   #10
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Originally Posted by DisneyFan32WI View Post
The rent changes each month. It isn't a set amount. The service charge is based on additional services maybe that are provided? I'm not quite sure, but I know that the amount for everything varies from month to month. Where do I put these forumlas on the spreadhseet? In the white box?
Sorry-I honestly have never used Excel beyond a basic spreadsheet for adding names, telephone numbers, etc.

I was planning to take a summer course in Microsoft to become more familiar with all of this.
If the rent changes each month, I don't know why you'd multiply by 12 (or any number.

To change a cell, click on the cell and your cursor will go up to the edit position at the top of the screen. Type what you want, press 'Enter' and what you type shows up in the cell.

With your new information, here's some new instructions...

Click on B1, type "Rent" (no quotes), press <Enter>
Click on C1, type "Service Charge", press <Enter>
Click on D1, type "Total", press <Enter>
Click on A2, type "January", press <Enter>
A3, "February", press <Enter>
A4, "March", press <Enter>
A5, "April", press <Enter>
Continue through A13, "December", press <Enter>
B2, enter the amount of rent for January
C2, enter the service charge for January
D2, enter "=B2+C2"
Single Click on D2. Press CTRL-C
Single Click on D3, Press CTRL-V
Single Click on D4 through D13, Press CTRL V
Click on D14, enter "=D2:D13" That will add up the amount paid each month and give you a total for the year.
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Old 01-27-2013, 09:47 AM   #11
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Go on YouTube!!! There are a ton of free basic tutorials, I use it all the time.
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Old 01-27-2013, 09:53 AM   #12
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Are the parents in an assisted living place? My grandparents were in one.

They had a "base rent cost" which was fixed each year (but could be increased at the end of a 12 monthe period). They also had add on costs - depending on which services were utilized. I.e. - if we came over to join them for dinner, if laundry help was needed, if they had help taking meds etc.

Is that what you are trying to work with? I could make a couple of recommendations - but if that isn't your problem -otherwise - it won't be of much help to you!
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Old 01-27-2013, 11:52 AM   #13
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Quote:
Originally Posted by sam_gordon View Post
If the rent changes each month, I don't know why you'd multiply by 12 (or any number.

To change a cell, click on the cell and your cursor will go up to the edit position at the top of the screen. Type what you want, press 'Enter' and what you type shows up in the cell.

With your new information, here's some new instructions...

Click on B1, type "Rent" (no quotes), press <Enter>
Click on C1, type "Service Charge", press <Enter>
Click on D1, type "Total", press <Enter>
Click on A2, type "January", press <Enter>
A3, "February", press <Enter>
A4, "March", press <Enter>
A5, "April", press <Enter>
Continue through A13, "December", press <Enter>
B2, enter the amount of rent for January
C2, enter the service charge for January
D2, enter "=B2+C2"
Single Click on D2. Press CTRL-C
Single Click on D3, Press CTRL-V
Single Click on D4 through D13, Press CTRL V
Click on D14, enter "=D2:D13" That will add up the amount paid each month and give you a total for the year.


Ok. I did everything right, but when I try to do the very last step it comes up #VALUE instead of the actual answer. What did I do wrong?
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Old 01-27-2013, 11:57 AM   #14
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[/B]

Ok. I did everything right, but when I try to do the very last step it comes up #VALUE instead of the actual answer. What did I do wrong?
Sorry, my fault. Make D14 be: "=SUM(D2:D13)"
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Old 01-27-2013, 12:03 PM   #15
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Sorry, my fault. Make D14 be: "=SUM(D2:D13)"
Thank you so much!


Thanks everyone for helping me with this. This will help my friend tremendously with budgeting.
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