"But I am not a programmer!" I hear you say. Programming may not be in your job description but if you hate doing repetitive tasks in Excel, it's time to learn. Start by trying out a simple macro. Once you begin to apply them and you see them replacing your manual processes - then you will soon wonder just how you managed to survive without them!
Here are the steps to write your first macro. In my example I am using one of the first macros I ever wrote. It's quite handy because it consolidates data from different workbooks and spreadsheets. You can then use the SUMIFS() function once the data is together.
You are ready to go!
Your next step is to hit the Record Macro button.
That is the easiest way to get started. Excel actually writes the macro for you.
What resources are available? There are many resources available as I mentioned above but here is a link to a macro that you can use to collect data from many budget input sheets and which consolidates onto one. It's not as easy as using CALUMO, but it's going to be easier than copy and paste or linked workbooks!
If you want more information on making your budgeting life easy, email me.