Finalise \"cascade\" budget sheet

This assignment requires experience with Excel VBA. Please do NOT waste your bid if you cannot solve it.

I need someone to finish off the attached Excel 2010 "budget" spread sheet that has a different approach than usual.

Each month the User can select an "open ended" number of cost categories and enter limits on how much cash can be added to each category (either as a fixed sum for the month, a percentage of the total, or a limit each time the code "cycles" through the allocation),.

They then enter the funds to be placed, and the programme splits the money automatically between each category until everything has been placed. This can require several "cycles",

The output is then saved to the relevant Month on the database.

The key changes needed:

1. If a category is already at its' limit, allow the User to withdraw funds BEFORE the programme shares out the funds

2. Enable the User to recall the month and add more funds, which are then reassigned.

Any questions do not hesitate to message me.

To clarify some points raised by bidders:
1. There is no limit to the number of rows the User might want.
2. New rows can be added any time the file is opened.
3. Rows cannot be deleted once they are added.
4. Once a row is used for a specific cost (e.g. Rent) it must ALWAYS be used as "Rent". It cannot be changed next month to "Holidays" or something else.
5. Any criteria set in Cols C - G must be "carried down" all the following rows in the database. So when the User enters the next month date in C1 they appear automatically.
6. If the user calls up the current month, changes any criteria then saves the file, those new criteria overwrite the database from that month onward - but does NOT change previous months.
7. ALL the funds entered into C2 have to be allocated between the rows.
8. The "Overall" limit means the Closing Balance for the month being viewed cannot exceed that figure.
9. The "Monthly" limits - whether % or sum - are the amount that can be added over the ENTIRE month, NOT just the sum showing in C2.

Skills: Excel, Visual Basic

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About the Employer:
( 2 reviews ) Sapcote, United Kingdom

Project ID: #4659625

12 freelancers are bidding on average £155 for this job


Pls see PM. Regards, Svet.

£250 GBP in 5 days
(73 Reviews)

Consider it done. Check your PM for my bid details.

£157 GBP in 2 days
(73 Reviews)

Dear Sir, i can do a lot of VBA programming. Can you clarify some points in your allocation algorithm. does this mean: 1/ the fund is need to be assigned to many (not fixed) cost categories 2/ these categories have More

£180 GBP in 3 days
(28 Reviews)

hi , I have check excel and macro .. I can help you with it . Regards,

£206 GBP in 8 days
(18 Reviews)

Dear Sir, I am extremely interested to your project and ready to start immediately. More details in PMB. Thanks

£150 GBP in 5 days
(10 Reviews)

Sir, I am experienced VBA programmer. I am ready to help You.

£150 GBP in 7 days
(3 Reviews)

Hi i can help with this

£150 GBP in 5 days
(0 Reviews)

Comprehensive experience on MS Excel, Access and VBA. Project shall be delivered post comprehensive testing and exceeding your expectations.

£111 GBP in 5 days
(0 Reviews)

I'm ready to do this job. I had worked much with Excel VBA.

£55 GBP in 7 days
(0 Reviews)

I am happy to take on this role and will provide you with the quality service that will not be available anywhere. I am a qualified accountant with a masters degree and have many years experience in industry and commer More

£150 GBP in 3 days
(0 Reviews)

Having Execellent hand on such projects, your faith is required for the project.

£150 GBP in 3 days
(0 Reviews)

hi i am expert in excel and macro allow me to provide you qality work with reasonable price.

£138 GBP in 3 days
(0 Reviews)

I can easily take this project and can complete it in days time.

£222 GBP in 3 days
(0 Reviews)

PLZ check PM for the details

£80 GBP in 5 days
(0 Reviews)