Discover the Ideal Bill Pay Template for it Teams

Bill pay template for IT

in this video i'm going to show you how you can create a sheet so that you can determine when the best times to take off expenses from your pay so here i have a sheet and it just has my list of expenses and um then on this on this one here i have my salary let's say it so it's 800 weekly um and my first pay period is the first of february now also i have options i can be um i can drop this down i can be weekly bi-weekly or bi-monthly so let's go to um so this is all set up and let's go to the paydays on the second sheet and so i've just copied this in here but you can set it up to be linked if you like or put it in the code but i just put it copied it in here so what i'm going to do is i'm um trying to figure out for the year so i'm clicking paydays and what it's done is it's added in all my paydays for the year every week right and so here we have our total dollar income and now what i do is i click my expenses and then it goes and puts in your expenses in between your pay period and so let's go back up to the top so now you can see that at the top um at about the 12th of february you start going into the negative so you know there's lots of things you can't play around with when they come off your account but um like for rent and um and mortgage that's going to probably come out automatically on one day but groceries groceries you put 600 away a month so let's move that down right now it's coming out on the 6th and so if we put have our money put away for groceries if we have it uh towards the end of the month let's go to the 24th maybe we can get rid of these negative in the totals here so we're going to change our groceries from the sixth to the 24th so let's clear here and what i've done basically is i just recorded a macro by just deleting the fields okay so now what we're going to do is we're going to go to groceries and we're going to change it to the 24th so where it says six right now which is a date that's coming off i'm going to change it to the 24th now you don't need to do this but it works far more efficiently so i'm just going to select all of these and i'm going to um go to the data tab and i'm going to sort and i'm going to sort and i'm going to sort by date smallest to largest and so i'll say okay fine and there you go okay so now let's go back and let's run payday again we're still on the weekly and it's growing back at the top and let's do expenses all right so now we can see that um we're in better shape we just have to play around with some other things here to to do it now i'll just show you so this is just weekly but we could do um we'll clear this and we'll go we'll go and we'll change this from um let's make it uh let's say thirteen hundred dollars and we're gonna make it um bi-weekly okay and then we'll go the paydays and we'll go payday and you see you'll get 26 of these and now let's put the expenses in for this so let's scroll back up the top and he's he's got to play around with stuff here too because um once again we have negative and if you put the bills later in the month you'll probably be all right so let's clear this again and let's go and let's change it to um bi-monthly so the first and the 15th is the way i've done that and so i'm going to go um payday so we'll get 24 of those and we're going to put expenses and he still doesn't have enough to get through here okay so let me show you the code so my first little macro is called payday and basically what i've done is i've done a case select and i say if it's weekly then what you're gonna do is you're gonna add seven seven days to the date that you have on your first payday and then um for the five weekly i'm saying put another date in that's 14 days and then for bi-monthly i go um i i'm looking for the first and and the 15th dates and that's when you put the paydays in so let me show you the expenses macro now on this one we um we've declared a few values here but the big ones these we have pay date and pay date two and they're defined as dates um and date due is when the the bill is due and that's to find it as a date as well and so um we're um we're we're doing this um we're doing a do while loop and while we still have something well it's not blank in in the sheet two and so now what we're going to do is we're defining the uh the paydays and the pay paid day two so the values that are in that uh cell so i've defined my uh my day as payday my month my day as day of payday my month as month of payday and my year as year of pay day and so pay date serial number is my uh my year my month my day and i do exactly the same thing for pay date two which is the when you're in between the first pay date and the second payday when you're putting these these invoices or these invoices in there and so now i do a loop and i do a loop for that between s which is the your expenses on sheet one to last row and so you can put as many expenses in there as you like and then i say if um if due date is greater than or equal to payday then you and then you go there and then if due date is greater than payday two then go to nd and then go to the next row and so then you enter all of these in in between there and that's how you you're able to create um your running total with all of the all of the invoices in there i will of course include the code in the description of my video please subscribe i