Excel- need someone to add some automation/ VBA to my spreadsheet- probably 2 or 3 hours work for someone with the skills

I have created the basic layout of my spreadsheet, see attached. The basic columns are there, I just need the VBA/ automation putting in.

I need

The 4 tabs will be:



-‘Summary ’- total expenses & total income by category.

- ‘Control’ tab will be for adding columns, etc (explained in more detail below).

- Please use business friendly colours to make the spreadsheet presentable- blues/ greens etc.

‘Income’ will need the following columns:

• Date Column

• Customer/ client name (can be turned on/ off on the ‘control’ sheet)

• Income type columns. This will be to split income by type- for example; a hairdresser might have a ‘services’ column & a ‘products’ column. (There will be an option to add/ remove new income type columns on the ‘control’ sheet).

• A total income column (which adds up the income from all the income type columns, on the same row).

‘Expenses’ will need:

• Date column –in 19/7/21 format

• ‘Payee name’ column

• ‘Details’ column

• ‘Amount’ column’

• ‘Category type’ column. This will need to be a drop down box.- see notes under ‘control’ page about this.

• ‘Method of payment’ column- this will need to be a drop down box- see notes under ‘control’ about this.


• Accrual/ cash switch- There will need to be a choice between cash & accrual. Cash will display the income & expenses sheets as described. If ‘Accrual’ is selected, then some extra columns will be added. In the ‘income’ sheet, a ‘Payment due date’ & ‘Paid date’ will appear. In the ‘expenses’ sheet, a ‘payment’ due date column & ‘paid date’ column will appear.

• In the control sheet, there will need to be an option to turn the ‘Invoice/ receipt Number’ columns off & on. There needs to be a separate control for this column on the ‘income’ & the ‘expenses’ sheet .

• On the ‘income’ sheet, there needs to be a ‘customer/ client’ name column which can be made to appear or disappear.

• There needs to be a way of adding/ removing new income type columns on the ‘income’ sheet. If it’s possible to add/ remove 10 income type columns, that will be sufficient.

• ‘Category type’ column on the expenses sheet- it will need to be possible to add/ remove new drop down options. It will need to be possible to add 30 options here.

• ‘Method of payment’ column on the expenses sheet- it will need to be possible to add/ remove 10 things here.

‘Summary’ tab:

• This will need to include totals in £ of the income by each type, with the total at the bottom.

• There will need to be totals of expenses by category type, with the total at the bottom.

• A filter button- filter income types by certain dates. Also, a filter button for expenses types by dates.

Skills: Excel VBA

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Project ID: #30926085

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i can do This.I have a expert person in account and fiancee and good grip over Ms exce.i have read your project detail and ready to work.i have relevant skills and experience for this project. Please review my profile More

£250 GBP in 2 days
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Hi, Greetings! ✅Checked your project details: Add VBA codes to your spreadsheet ✅Completed Time: 24 hours or your required deadline. Kindly, I work on many projects like your request, I can send you many samples of More

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Hi, there. I have read your project description very carefully so I had confidence that I can do it. I am VBA and EXCEL MACRO EXPERT. I have experience over 5 years with the skills you required. So this project you pos More

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Hi Sir/Madam, I am looking for the Opportunity, so that I can start my carrier as Freelancer. I am very good at spreadsheet and Vba. If you find me suitable then please consider me for this job. I will not let you down More

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Hey! I have a good experience in financial projects and works with VBA. Can you give me this oportunity? I will support you after deliver the project too

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Hello I went through your project requirements. I can deliver this to you within shortest time and lowest bid rate. Will hardly take a day or 2. But I ensure it will be of highest quality possible in the market. About More

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Hey I am good at VBA, I am checking your attached excel file. all 4 tabs. I have few question that I would like to discuss

£135 GBP in 7 days
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Hello, I am an expert in VBA. I can help you in your project. I have completed this project. Please have a look: Looking forward to h More

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