Excel Sales & expenses spreadsheet


I would like the following to be done 12:00 GMT Sunday 1st December 2014, is this possible?

I would like the attached excel spreadsheet to be able to handle copy & pasted information from other excel spreadsheets that I have exported from sage accountancy software.

Firstly, this data isn’t going to be planned expenses it’s going to be actual expenses.

We would need sheets created for each category on the actual expenses column, so when the pasted information is entered on to that particular sheet, it would automatically put in the correct totals in the cell (month, category, row, column) on the actual expenses sheet.

Please note, for each category, there will be different suppliers to be up-loaded to that sheet. However, we don’t need this itemised on the actual expenses sheet, just the correct month & category.


Sometimes, a particular supplier might service 95% one category and 5% another, so would it be possible to have a column added, for example ‘Column A’ which could override the pre-determined sheet category and put it in a category of my choosing.

In the exported files from sage, it brings up purchase payment, you can see this in row details. Can you get it to ignore any amounts if ‘Purchase Payment’ is in that row?


I would like another sheet which totals all of the expenses. Which will be called ‘Planned Expenses’.

Can we have a column on the internal sheet (expense categories) pages which can determine whether it’s going to be a planned expense for the coming year?

Can we also have a expense analysis sheet which would do all of the usual such as bar chart, pie chart, variances, differences between this year’s actual expenses and next years planned expenses?

Can we have an expense category to separate the office staff’s work between driving and office duties by percentage?


To have similar to above for sales, where we can import data from sage accountancy software. The categories & sub-categories for this section would be;

• Schools contracts

- Taxis

- 8 Seater’s

- PSV’s

• Private Hire

- Taxis & 8 Seater’s

- PSV’s

• Corporate account work

• Activity Transport

- Walking

- Cycling

Again, this would need a sales analysis, which would do all of the usual such as bar chart, pie chart, variances, differences between this year’s actual sales and next years planned sales?

Add another analysis page where it compares expenses against sales.

In addition

Is there a way of keeping this current and ongoing so that I can add information quarterly and it will give me the differences between planned V actual expenses and the same for sales (planned & actual)?

Analysis & categorising of Tax & VAT

In the imported data, you have a column called TC – if the code is T1 the amount includes 20% TAX (VAT), all other codes the amount has no TAX. All other codes ie, T0 T9 are exempt from TAX which I would need in the expenses analysis to be separated and the same doing for sales.

$25 bonus if completed on time

Habilidades: Excel, Arquitetura de software

Veja mais: work activity, tc page, tc data, service spreadsheet, my tc, it service contracts, hire a tax account, example service contracts, data analysis contracts, 12 month spreadsheet, i need sales staff, accountancy software, accountancy need, vat payment, separate data in spreadsheet cell, sales sheet, row spreadsheet, need a staff for account, corporate sales, accountancy, account spreadsheet, excel expense analysis, analysis excel spreadsheet, excelchart, excel categories

Acerca do Empregador:
( 13 comentários ) Hexham, United Kingdom

ID do Projeto: #6797204

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I could have given you the file on Sunday but I don't want to do a shabby job. I want to discuss the entire project on skype with you. Plan a strategy and then proceed with the project. If you are ready to do this t Mais

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I have download the attached sheet. I have few questions 1- Actual expense column is in which sheet ? 2- Where are the categories , will they remain static or dynamic? 3- need to discuss about "95% one category an Mais

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