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How To Create This Excel Expense Tracker With Mobile Receipt Upload From Scratch [Free Download]
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- čas přidán 14. 08. 2024
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TIMESTAMPS:
0:00 - Introduction
2:47 - Worksheet Design
30:55 - Check and Review Receipts
39:35 - Add New Receipt
45:05 - Display Main Picture
51:38 - Save Expenses
1:09:30 - Selection Change Event
1:10:30 - Display Table Picture
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I help Microsoft Excel enthusiasts turn their passion into profits so they can earn passive income using their skills without having to trade time for money.
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#exceltraining #expensetracker #expensetrackerinexcel #mobilereceiptupload
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Haven't seen the video yet but you have no idea how much I'm learning from your videos. Currently creating a point of sale dashboard for a friend of mine using a lot of your techniques. Once I'm done with the remaining videos I'm sure heading for your paid services!
HI Muhaaas thanks so much and I look forward to having you in our Mentorship program so I can teach you how to create passive income by creating and marketing your own Excel-based applications. Much appreciated.
this man is very generous sharing his knowledge to a whole world for free. God Bless Sir Andy
Thank you kindly I am happy I can help Junil.
God bless him
All I want are:
- A Sheet control dashboard (show only 1 sheet and hide the rest)
- a drop-down list of buttons while I click on a button ( not a drop-down word list)
But I don't have that much time to learn everything in your courses because I don't need those tips. I am creating a small database system for my public school which is no payment for me to learn while I don't have enough money to learn.
I found your show and hide shape trick.
I'm going to practice them if they work for me. Thank you!
Hi and thanks for your comment. I have created all of that in my Advanced Dashboard Masterclass here: www.excelforfreelancers.com/product/advanced-excel-reports-dashboard-masterclass
Thanks again.
@@ExcelForFreelancers I have take a look at that. I am going to learn those tips when I'm ready. Not enough money for now.
Dear randy, this tutorial, is the most ingenious, most important based on simple ideas, most useful, most required for daily use, far beyond the tutorial purposes but can suites each of us.
Wow, thanks so much. I am really glad you loved it. Much appreciated!
Thanks soo Much Randy! You have a great heart; sharing so much for free. Sincerely, I am grateful for your life!
You are so welcome Clem. I am glad I can help.
Hello. I watched and emulated the entire tutorial. I made one myself, with an additional field, for Receipt/Invoice Number.... now my new task, is to save all info to another sheet, so i can print all records on a per month, per year basis, iam checking your other vids for the vba codes...... still, the tutorial you're giving are all AWESOME !! .. Many thanks !!
HI and thanks so much Bernard. The video I released this week, Net Worth Tracker shows you how to save transactions onto another sheet which may be helpful to you here: czcams.com/video/faFDaJ8vQo0/video.html
I’d like to have the cell dimensions. (Secretary in previous life). But I am so planning on making this my side gig. I CANNOT THANK YOU ENOUGH!!!!
For sure, you are very welcome. you can use the .width and .height to get the dimentions. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
I am lucky having found your channel. Thank you so much for all your valuable efforts. The contet is excellent..🌟 🌟 🌟 🌟 🌟
Thank you so much KD, super glad you liked it.
Randy you're amazing person, with marvelous brain and soul, from my heart, God bless you
Thank you so much Mina, you are too kind. :)
Wow. I was thinking just this.. it's great. Will use it and see how user-friendly it is.. thank you
For sure, you are very welcome Prabu
Hi Randy, just discovered your awesome tutorials! Thanks so much for sharing your skills and knowledge!
For sure, you are very welcome and thank you for your Likes, Shares & Comments. It really helps.
This is really incredible and powerful.
Thank you very much. I do appreciate that.
You are truly, incredible!! Please keep doing the great work.
Wow, thank you Shailon, for sure I will.
Always love to watch your content!
Can I use this template with pdf any format files beside jpeg for google drive folder by change fold name path only?
If you change Order on file folder! Will it mess up the template information?
Hi Zander you should be able to use other shared folders as long as they are also on your local computer. Changing the order should be fine.
If you run into any issues please feel free to create a post with all details here in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel
We have 40,000 Members who would love to help you with this. Thanks so much.
To see your videos is to know how is it easy to do the impossible amazing stuff
Thank you so much. I am really happy I can bring you the content and training Ibrahim.
Awesome training. Thank you.
Glad you enjoyed it, thanks so much.
Thank you so much Mr. Randy. It's incredible!
You are very welcome Hasan, I do appreciate that.
@@ExcelForFreelancers Dear Mr. Randy;
how can we adapt this program code for mac especially file path?
Hi Hasan, Ron Debruin has a great site on programming Excel for mac's which will guide you on issues such as file paths here www.rondebruin.nl/mac.htm
I hope this helps and thanks.
@@ExcelForFreelancers Thank you so much.
Thank you so much Randy for this beautiful video.
You are very welcome, I am glad you enjoyed it.
Great stuff Randy 👌🏻
Glad you enjoyed it Graham, Thanks very much.
Awesome! Thank you Randy
You are very welcome, happy to help Roland.
Great content Randy and loved it , my problem was I just couldn't keep up when it come to the formulas , only choice is to learn it myself through your lessons
Hi Jim, thanks for the comment and update, For sure these things take time and yes most of our learning comes from trying and doing it ourselves. Thank you for your Likes, Shares & Comments. It really helps.
Thank you very much Randy 👑👍💖
For sure, you are very welcome Edmar
Great video. Only too bad the quality is downsized at a moment that everything gets fuzzy
Hi and thanks so much. The quality is based on your internet connection, however, if you want to improve the quality, just modify the video settings and it will improve. I hope this helps and thanks so much.
Are you using a theme? My color pallet is totally different than yours when I go-to format. I can't come close to getting your colors.
Hi John, there are many color palates in Excel. For the Expense Tracker i used 'Adjacency'. You can find this one if you go to Page Layout, then 'Themes' Once you switch it will look just like mine in the video. I try to switch Themes sometimes so that all of my applications don't always look exactly the same. I hope this helps and thanks for the great question.
Ok ,that was just amazing . You think you can do a "Stock ,funds etc . Trackers" .. daily.weekly monthly ..with graphs up downs al.this good stuff . Thank you for all your hard work .
Hi thanks so much, That is a great suggestion and I will add it to my list. Much appreciated.
Hi Randy, thanks for the great content, however this seems way beyond my ability.. I'm curious if i can pay for your services to add some features into my work book?
Hi Corey, thanks so much. If you write up a small scope and email it to me with your budget I can then refer it to a qualified developer (Randy@ExcelForFreelancers.com )
Thanks again.
wow i have learned alot of advanced vba turtiols in this channel thx for this effort and seek for more turtiols
Thanks very much. I am glad I can help.
This is a great video. I see it was from 3years ago, so is it usable in the newest version of excel?
Hi and thanks so much. Yes certainly, all of my templates can be used with any version of Excel, so there is no problem with that. Thank you for your Likes, Shares & Comments. It really helps.
ill must try this, tnx mate! 👊
For sure, you are very welcome John
Thank you for thw video, hugs from Colombia
You are so welcome! I am glad you enjoyed it Diego
Really really Great, consistent and clear. Awesome!!!!
Thanks a lot Ivan, I am happy you enjoyed the training.
This is awesome!! Do you have any guidance/resources to perform this in Access? Specifically, displaying the receipt in a form then moving it into an archive folder once entered while maintaining the link to the record? Great stuff! Thank you!
Hi and thanks so much for your comment Benjamin. I am only focused on Excel for now. Thank you for your Likes, Shares & Comments. It really helps.
Hi Randy do you have this on a template? I have a Mac computer and don't have functions... does your 200 work book have this?
Hi and thanks for your comment. My templates have been build for PC's. Mac's would require some updates. You can learn more about those differences here:
www.macexcel.com/
I hope this helps and thanks so much.
Hi, thanks for the amazing training.. You not only teach us VBA, but also show how to format the excel workbook. Even though we know formatting, you go completely out of the way to show new things which by any chance we wouldn't have imagined.
Just curious, how did you learn all these codings.. I believe you can do almost anything in excel ... Again thanks much for teaching us these great tips
For sure, you are very welcome and thanks so much for the comment. When i see applications, not in Excel, I always think and ask myself 'How can I make that in Excel'. So it is just a matter of pushing yourself to learn new tricks and techniques. Please check out my newest POS With inventory here: czcams.com/video/SbjBgqzbA3w/video.html
@@ExcelForFreelancers Sure, will do certainly
Hi! Thank you for this amazing resource from a fellow college student. I’m having an issue with a formula. When I put in the monthly SUMSIF equation, (=SUMIFS(ExpAmount… etc.), the ExpAmount only highlights cell E17… not the numbers under it. Why is it doing this/can you help me figure out a solution?
Hi , Thanks for your comment. It would be difficult for us to help unless we see the specific issue you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 40,000 Members who would love to help you with this. Thanks so much.
Hi Randy! Thanks for so much for all your hard work and for providing so much valuable information. I was wondering if you are planning to create a "Personal Net Worth Tracker" by any chance?
Great suggestion! Olim. I do have a Personal Monthly Budget here: czcams.com/video/gIOj_6mIAR0/video.html
However that is very different than a Personal Net Worth Tracker. I really like that idea and will make it happen within a few months. Keep an eye out for it. Thanks Olim
Excel For Freelancers I loved that Personal Monthly Budget video, and I am currently using that! I couldn’t find any “Net Worth Trackers”, and created my own prototype based on your videos, but it’s a bit simple. Would love to see an advanced version of it as you always do!
Thanks Olim, I have added it to my list. Much appreciated.
Hi: I just purchased your spreadsheets. Do you have a tutorial on how to personalize them? Specifically, the expense spreadsheet for my husband's trucking business? Thank you.
Hi and thanks so much Martha for your email. Each one of my templates comes with a video training on this channel. Within your purchase look for a file called 175 Workbook Library. This workbook contains a list of applications and a link to their corresponding training here on CZcams. I hope this helps and thanks so much.
Love you genius I like it 🙏😍👑🌎
Thank you so very much, I really appreciate that.
Hi Randy, 1st thank you for this - it is an amazing tool!! Secondly, is it possible to pull in .pdf's and images? I get a lot of emailed invoices and receipts that are in .pdf form.
Yes sure it is possible, you can have a look at this training here: czcams.com/video/TB7C3pey2rs/video.html
I hope this helps and thanks so much.
Are you able to do a tutorial for this but using the iPad version of Excel?
Hi and thanks iPad's are unable to use the full version of Excel, which contains Macros, so none of my templates would run on an ipad
Please Help Me
SUMIFS formula i want to Day wise Sale PIA Chart Display , how can i put the Sumifs formula Date wise instead of Month
Hi and thanks for your comment. You can use =SUMIFS(SumRange,DateRange,">="&Date,"
As the same Randy top of the top love u man !
Thank you so very much, I really appreciate that Karim.
Hi Randy,
Thanks for the video. I am currently having trouble getting result for the total month costs. 19:10 in the video.
Would you know why I keep getting zero. Would you know what could be an issue for the sumifs formula?
Hi Jin, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 40,000 Members who would love to help you with this. Thanks so much.
@@ExcelForFreelancers Hello, I just submitted my request to join the group. Once approved, i will have it uploaded.
Hi Randy, Thanks for this amazing tutorial. For some strange reason the 'Receipts to Review is 1 still one after I moved all receipts to the Archive folder. If there is one receipt in my Receipts folder the 'Receipts to Review' is also 1. What could be the issue? I am using an IMac. Thanks
HI and thanks I had a similar problem initially. Double check that your formulas & code match mine. Feel free to download my version using the links in the description. I am sooo sorry. I spent some trying to think how i solved this issue and I even looked over my code and formulas and i can't remember. Make sure that your CountIf Range is exactly the same as the Named Range for "ListFiles".
Also re-run the code to calculate the sheet (the one I demonstrated in the video)
But if your workbook, matches my workbook it should work. (also make sure to check for hidden files in your folder)
Excel For Freelancers I’ll double check when I have time and let you know. Thanks
Hi Randy, thank you for this excellent tutorial, I also ran into this issue, and you address how to correct it in your video and in you answer here:" Make sure that your CountIf Range is exactly the same as the Named Range for "ListFiles". "
Making these Ranges the same corrected the issue for me, and for those that would like an explanation (Note: This explanation might be totally wrong lol)- It is not counting the actual files in the folder ,but the number of populated cells in the named range, representative of the files in the folder, therefore if the range encompasses a cell with a value of any sort the formula will "count" that cell. What I did notice while looking at this issue is that if I had five receipts in the folder ( and the named range included the erroneous cell value) then number of files (receipts) displayed was still correct. i.e. 5 pics, value of Five, versus what I would think should have been 6 ( including the erroneous cell value), so I don't really understand that result(and then one remaining when the five pics were gone).(Note: This explanation might be totally wrong ,and maybe confusing,..lol)
However, awesome tutorial using a mix of formulas and vba to create a super functional tracker, that I have already started to customize to suit my needs.
Thank you very much, look forward to learning more from your future videos.
Randy, you're the man! I'm having a little issue. I downloaded the workbook, when I change the receipt file address to my local file, it doesn't show the files on the list and when i press the button to check for new receipts, it says that there's no new... (even though i put a few a pics in there to try it out). Please Help!
Hi MK Brun, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 50,000 Members who would love to help you with this. Thanks so much.
@@ExcelForFreelancers My friend, I must take my hat off to you. Your dedication your community is second to none. I was able to figure it out. Al i need to do is update settings in the "Trust Center" to enable Macros and VBA. Thanks for your lightning fast response. Have a Blessed day!
Great i am really glad to hear that. Thank you for your Likes, Shares & Comments. It really helps.
I am happy to have bought one of your packages, in this document the file where the receipts are is empty but in cell B6 it continues to say that there is 1, what could be the error ?
thanks
It would be hard to know exactly but if you can post the screenshots in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel
We have 40,000 Members who would love to help you with this. Thanks so much.
Hello randy thank you for sharing such videos please if you would like to tell me how to download it i am working in a charity rganization where i have need this.
Hi Abdul, you can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.
Geez this is intense 😱
Thanks for your comment. I am glad you enjoyed the training and i hope you gained a lot. Thank you for your Likes, Shares & Comments. It really helps.
Hi this is amazing but created over 3 years ago... so... do you have a Mac version available for download yet?
Hi and thanks, I work on PC's however feel free to download this template and customize it for a Mac using the modifications notated on this page www.macexcel.com/
I hope this helps and thanks so much.
i had downloaded your expense tracker and now having trouble with folder path won't pull files from the folder. i'm using mac and i had tried to link but it doesn't let me pull anything. In Column M, i follow your code Index... and it won't show anything else beside error thingy. how do i do it? i want to link google drive to L2 which i have folder path already and double check but in excel it doesn't let me. i'm using excel 2019 on mac.
HI and thanks for your comment. On a Mac, the code would be quite different. You can find more information on the code to use here www.macexcel.com/
I hope this helps and thanks so much.
Hi, can you please prepare an Excel Template so that a bank reconciliation statement can be done very efficiently and quickly. Let me know you the fact that in bank reconciliation we have to match thousands of debit entries of general ledger of thousands of credit entries of bank depending on a unique check/cheque numbers and vice versa i.e. thousands of credit entries of general ledger with thousands of debit entries of bank statement. In bank reconciliation, we have to reconcile (exactly match) amounts by matching check/cheque numbers.
Can you please do it?
Hello Farid, Thank you for your suggestion. i am doing a complete bank reconciliation in the Accounting application that I am developing in the Mentorship program. It would be great if you could join us here: bit.ly/MentorProgram_YTComment
Thanks in a million.
For sure, you are very welcome
Hi, Great video. Just one question, is it possible to use PDF files instead of JPG? Cheers.
Hi yes you can use any type of file. In this video I show you how to display a thumbnail, even if it is a PDF here: czcams.com/video/WZXF6xFDhFE/video.html
Hello! Can you help me how can I make a category wise monthly summary in the left corner as you have made month wise yearly summary. So that if I change the month name from drop down menu the summary of categories will change.
Thanks in advance.
Hi and thanks so much for your comment. The application is open and you are welcome to customize this to fit your exact requirements, however I am unable to take on any projects of my own. If you would like some help with this, we have a group with 30,000 Excel experts who would love the opportunity to customize this for you. Please join our Excel For Freelancers Facebook Group here: bit.ly/groupexcel (if you have not done so yet)
Thank you so much for your suggestion. 😍
Hi Sir, Just having trouble figuring out how to add more expense rows for receipts?
found out Thank you for you tutorials
For sure, you are very welcome and I am glad you were able to figure it out. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
Hi, Great work. Do you have something on contact management and a smart way to remove duplicates?
Hi and thanks. You can use this training for the Contact Manager: czcams.com/video/guqUCV31NBo/video.html. You can use the Match function to check and remove duplicates or conditional formatting or Advanced filters. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
Thank you so much but why did the date not copy over.
Hi Tyrone, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 40,000 Members who would love to help you with this. Thanks so much.
Sir it's outstanding ❤️❤️..and i just wanna ask that is it possible that if we click on the receipt pic and it appears full screen????
HI and thanks, you have a few options, you can hide the other rows and columns and also zoom in if you like. That can be done via VBA. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
I'm having issues with the sumifs part. Haven't gotten past it to know if I'll have any other issues lol.
Well it won't return the sum for what I have in my expenses amount. It shows $0.00, if I change -9,1 to what you have-10,1 it gives me a thousand times more than what I have in my expenses amount.
=SUMIFS(ExpenseAmount,ExpensesDate,">="&DATE($D$9,ROW()-9,1),ExpensesDate,"
Hi Andre, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 40,000 Members who would love to help you with this. Thanks so much.
Hi Randy. Amazing job on that one. Spot on what I was looking for. Unfortunately, I'm working on a Mac and some of the functions are not available in VBA. I've also checked Ron de Bruin's website that you referred to without any luck. Has anybody in here managed to adapt your code to make it work in Mac environment? That would be awesome. Anyway thanks for sharing your infinite knowledge with us. Cheers. S
HI Seb, trying to program VBA on a mac is a losing battle since the functionality is very limited. You may want to try a PC version of Excel in a windows environment inside the Mac or switch to a PC. I wish Microsoft had invested more with VBA in macs but they did not.
I hope this helps and thanks so much.
@@ExcelForFreelancers Txs for your comment Randy. I actually kinda managed to make it work with some help from here : www.macexcel.com. Not ideal, but it's fully funcional and now I'm trying to make some adjustments to fit my needs. Merci for sharing your knowledge with us!
That is really great to hear. I am so glad you got it working.
Really frustrated because the formula in B11 to calculate the monthly value is showing as the #Value! error in my attempt. I've followed the formulas step by step using the name manager several times and still receive the error message. I then tried to compare the formulas in the downloaded version of he worksheet only to find that the formulas you have used in the download version are different to those in the video in that you don't use the name manager. If I follow the formula in the downloaded sheet I don't receive the error message. Why doesn't the download sheet match the video. It would be so much more helpful.
Hi Donna, thanks for your feedback. Since I make these videos live, there are times when there are updates to formulas if i find issues after I have recorded. This is why I provide the download. If you run into any issues at all, it is always best to compare the download with the video. While I try to prevent this and plan as much as possible, it can happen that a few issues are not caught during the video, but always fixed in the download version. Thanks for your understanding and comment.
Great video.! After hiding row 11 to 14 the graph no longer shows jan to april how can I fix this? Thanks.!
Hi and thanks make sure you set your graph options to clear the Plot Visible Cells Only Option. More on that here; www.techrepublic.com/blog/microsoft-office/display-hidden-data-in-an-excel-chart/
This is awesome :) thank you for sharing.
Glad you enjoyed it Fru, thanks so much.
Hello, I need the add receipt feature on my excel sheet but the template I downloaded doesnt have any formulas in it, please help :( I just want to add the pictures of the receipt next to the expenses
Hi Rachel, thanks for your message. The downloaded version is the same one I used in the training and includes everything. Make sure you enable editing and macros.
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
Hello Randy. Love your work, big fan!
I have two issues after doing this tutorial.
The first is the dates don't input into my table - it just say 'DATE'
The second is the invoice amount doesn't enter and doesn't total to a new amount in th emonthly chart on the left.
I see on the demo that it's the same on yours. Surly the date should be visible and the amount should continue to total? AM i being really inept? Thanks in advance Bailey
Hi and thanks for your comment. Make sure you download my template for free, so you can compare. Then also use F8 so you can step through the code, line by line, to understand what is going on with the code. You have probably set the wrong row, so make sure the row for new transactions is the first available row.
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
@@ExcelForFreelancers I will do all the above. I have checked and rechecked multiple times, all lines and codes correct.
Please confirm for me: On the demo tutorial the dates don't show and the amounts don't total after you input th enew (non-pasted data) Is it not supposed to? If it's not supposed to then I don't think its the right system for me. Requested facebook acceptance. Many thanks
Hi and thanks. When you provide the screenshots, details, code and issues we will be able to help you. I cannot remember the specific details of this training as it was many years ago. Thanks again.
@@ExcelForFreelancers Hi. ok, will do. Thanks for getting back to me. Look forward to doing many more of these.
For sure, you are very welcome
this is a really great video!! one thing i saw in your video, the column “Date” it showed text Date instead of actual date which we had typed in. may i ask if this is error?
Hi Srey thanks so much. You can update the cell formatting to show any type of date format as you like. You can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.
I love what you are showing here, but you go super fast, which means I'm not up to speed on this particular topic. Is there a "start here" type video on what you teach? I'm an intermediate user of VBA, but it's been a couple of years since I used it in college and other applications, so is there a refresher type video? Thanks!
Hi and thanks for your comment. I am glad you like the videos. The video I have coming out tomorrow, which is an activity scheduler uses just a bit of VBA, so I think that would be a great start for you to refresh your VBA. I hope this helps and thanks so much.
I am watching it with headphones on my tablet as I build it on my laptop
Please make it without receipt but with the search option in which when we enter the product name or category it shows the list of that product with dates and amount on which we expense means it shows the list in which it shows the record of that product
HI and thanks Usama. I appreciate that and glad you enjoyed the training. Please feel free to download the application and customize it however you like. I hope this helps and thanks so much.
Could you please tell me why my add expense btn is hiding after clicking but yours is not (step at : 0.44min)
Hi Atul, thanks for your comment. You can step through your code using F8 to see which point the button is hidden then update the code accordingly. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
Thank you sir
This is great, fun time putting it together. I was wondering how can we take it one step further, you take the picture of the receipt and save it is there a away to convert the image and auto add the info from the pic to the right cells? I have searched, I can only find convert image to text but nothing that takes the text and puts in the right cells. Is there away? Thanks again for the video I had a lot of fun making it and it works very well.
Hi Patrick thanks so much. it is difficult, but possible. It all depends on the quality and structure of your receipt. You would need to have a different procedure for every receipt. Once it is in the Text form, you could parse the text and extract the relevant information such as vendor, date & amount, however you would need to create these templates for every receipt. Possible, but not easy. Thanks for the great question. (Also look into 3rd party software for this too)
Excel For Freelancers ok thanks will look at.
Did anyone find out how to adapt this for a Mac without using a virtual version of windows? I really would like to use this. Any help would greatly be appreciated. Thanks
Hi and thanks Juliet, this should work on a Mac primarily, however if you run into any specific issues or bugs, such as with folder or file issues, just post them in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel
Also if you need help with this and would like this customized to your requirements, feel free to post a PAID JOB in our group to get this customize for your requirements as well as a Mac.
We have 60,000 Members who would love to help you with this. Thanks so much.
Hi Randy do you have any advice for how to do the formula for finding the files on a MAC?
Hi thanks we were just talking about that in my Excel For Freelancers Facebook Group here: bit.ly/groupexcel
So please join us there. Also there are some really great Mac tips, like browsing for folders, on this site here:
www.rondebruin.nl/mac.htm
(I will get a Mac one day soon and work on updating my code at some point. I know it is important)
Hi. Great video. I need your help. My receipts pictures are not showing up on Excel. It says 'picture cannot be displayed'. my receipts are saved as PDF. Is PDF the reason the images are not showing up? Please advise. thanks
Hi and thanks you will want to make sure to show them as pictures or if they are in PDF format you can use this training here to show pdf thumbnails czcams.com/video/WZXF6xFDhFE/video.html
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
@@ExcelForFreelancers thank u kindly.
Hi, despite my app showing "6 receipts to review", when i click "6 Receipts to review", it returns error "the linked image cannot be displayed. The file may have been removed, renamed, or deleted. Verify the link points to the correct file and location". Any help please?
Hi Ahmed, you can check the file link directly by stepping through the code with F8, or having that file link placed in a cell. Then compare that exact file path with the correct one to see if there are any differences.
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
Does anybody know if this also works on google sheets?
Hi and thanks for your comment. This will only work in the desktop version of Microsoft Excel.
Nice video
Thanks so much Toha. I appreciate that
brilliant
Thank you so very much, I really appreciate that.
Sir we would love to if you make a tutorial on how to make a dynamic ledger for a company...i'm an accountant...i search a video on ledger in your channel but i didn't found...so if you make that for us so we'll be very greatful to you ❤️
Hi and thanks very much. I have that already. Just search my channel for 'General Journal' it is a 2 part series. Thank you for your Likes, Shares & Comments. It really helps.
When i enter all my information from the receipt and hit save and next....the date doesn't come in it just says the text "date". So it doesnt give me any totals for my month. How do i fix this?
Hi Danielle, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 40,000 Members who would love to help you with this. Thanks so much.
Great application! The only thing I’d change is shifting the ‘admin’ month and amount columns down. They become hidden as a result having no more receipts to review which removes them from the month to month overview chart
Great tip Craig that makes sense when they are hidden. That is a good point if they are dragged down a few rows then the issue is gone. Much appreciated as always.
Hi Sir Thank You So Much. Your Teaching Very Nice
You are most welcome Samiul.
Hi Randy. Is there anyway I could see .pdf files?
Hi Ben, yes you can. I have demonstrated how to do that in this video here: czcams.com/video/WZXF6xFDhFE/video.html
Hi sir, i've followed every each of the instructions but i still don't know why my receipt it says 'the picture cant be displayed" may i know where it went wrong?
Hi and thanks, make sure you check the picture path to see if it is accurate and correct. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
Hi Randy, thank you very much for teaching us the expense tracker template. I have a question, at the end you used an app called Apower mirror do we need to download it both on mobile and laptop? How safe is that app in terms of security
HI thanks for your comment. ApMirror is not needed. (I just used that application to show you what i was doing on my phone, inside the video)
You will need DropBox which is free and secure. I have been using it for over 10 years. I hope this helps and thanks.
Brilliant , thanks so much ... just one thing, In mac how do we add the path, it does not reach as "/Users/abc/Documents/Docs/Receipts/*"
Hi Tanveer, in Mac's you just have to make a few adjustments to the path. Those changes are detailed right here: www.rondebruin.nl/mac/mac007.htm
As an extra why not add a pie chart of category expenses for month and year
Hi and thanks Andrew. There are tons of features I would have loved to add including a pie chart but was limited by time. Please feel free to download the application and customize it however you like.
You are the best, i mean it YOU ARE THE BEST, keep gonig am with u
Thank you so much Messaoud, I appreciate that.
@@ExcelForFreelancers
U r welcom bro
USEFUL
Thank you so very much, I really appreciate that
how do you update the downloaded tracker - so it points to my folders etc?
Hi and thanks so much, once you download it, you can update the file path to your path in the Admin.
I hope this helps and thanks so much.
Can this be built on google sheets too? what would be the differences?
Hi Michael, thanks for your comment. Google Sheets resides in a browser and uses a scripts engine while Excel for desktop, which this template is based on, only runs on your computer, within Excel. I hope this helps and thanks so much.
Gerald say Thank's
You are very welcome Gerald.
Hello can you help me in design of a map graphic in excel and I have problem I can't insert the map in excel because it no appear in excel insert thanks
I am unable to take on an side projects, however If you would like some help with this, we have a group with 25,000 Excel experts who would love the opportunity to customize this for you. Please join our Excel For Freelancers Facebook Group here: bit.ly/groupexcel (if you have not done so yet)
You can then create a post and mark it as a PAID JOB, along with all of the details and requirements. Our members can then contact you and decide on how to best move forward with your project.
I hope this helps and thanks so much.
Thanks
No problem you are very welcome.
Getting an error for the code in VBA: ".Range(11&":"&14).EntireRow.Hidden=True 'Hide Rows For Receipt Entry" Compile Error: Expected: list separator or ). Highlights : ":"
Hi Mike, you can try
.Range("11:14").EntireRow.Hidden = True
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
I have follow through to the entire video and all the processes and I can find it I can't load a picture of receipt plus the file the file path doesn't even add up. I guess there must be something is tricked.
Hi and thanks, you can double-check your file path to make sure its accurate. Please check the admin for the correct folder and correct spelling of the picture name. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
You are the best
Thank you so much Bestoon. Much appreciated.
Love you man
Thank you so much Ash. I appreciate that.
Video graphic is not clear no option of resolution from mobile fr this video?
HI Ahshan, try viewing it when you have a bit better connection and higher internet speed so that it is more clear.
do you have a simple book keeping application in excel?
Hi, I do, you can search my channel for 'General Journal. I hope this helps Thank you for your Likes, Shares & Comments. It really helps.