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Receipt Splitter: IYM: Macros Page

This spreadsheet is used to categorize and split large receipts. It allows the user to input items purchased under different categories. As items are added, it calculates the amount spent on groceries and totals for each category. The user can change the category names and reset the data. It provides instructions for using the spreadsheet, including entering tax rates and receipt totals. Rows at the bottom then automatically total the amounts spent in each category.

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gelubot
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89 views4 pages

Receipt Splitter: IYM: Macros Page

This spreadsheet is used to categorize and split large receipts. It allows the user to input items purchased under different categories. As items are added, it calculates the amount spent on groceries and totals for each category. The user can change the category names and reset the data. It provides instructions for using the spreadsheet, including entering tax rates and receipt totals. Rows at the bottom then automatically total the amounts spent in each category.

Uploaded by

gelubot
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Receipt Splitter

Version 3.0
1) This spreadsheet is used to "split" large receipts (from Wal-Mart, for example) in which you've
purchased multiple categories of items. As you input each item that isn't a grocery, the
spreadsheet computes the grocery amount and totals up each category spent.
This is helpful for breaking down your expenditures and categorizing them in Quicken, and also
in any spending plans that you might use.

The first category column is tentatively labelled "Groceries," as this is usually the category
which would have the largest number of purchased items on our receipts. However,
the column header ("Groceries") is changeable. In theory, this column should contain the
category which has the most items on your receipt.

The data already on the worksheet is for example only. You may clear it by clicking the blue RESET
button at the top left of the spreadsheet. NOTE: This RESET button requires macros to be enabled.
If you are unsure how to do this, please visit the macros page at my website:
IYM: Macros Page

2) When completing the spreadsheet, fill in beige cells only:

3) In cell G2, input your area's applicable sales tax rate, if any.

4) In cell G3, input the subtotal of your receipt before any coupons were applied.

5) Input your categories into cells C5 thru M5.

6) In cells D10 thru M32, input all spent items (excluding your first, main category) from your receipt.
Group them in columns with their respective categories.

7) In row 9, input either "Y" or "N," depending whether or not that category was taxable.
(Once you begin typing either "Y" or "N," the cell should auto-fill the rest.)

8) In row 34, enter any coupons that you applied, grouping them with their respective rows/categories.

9) To verify that the data and calculations are correct, the amount listed in cell L3
should match the final paid total of your receipt.

10) Row 39 gives you the total of each category on the receipt.

11) Column Q (the "Quick Calc" section) may be used to quickly total up multiple coupons (or whatever).

I hope this spreadsheet is a great help to you!


RESET Sales Tax Rate: 7.500% Receipt Total Tax:
FORM Receipt Subtotal, Before Coupons (if any): $118.76 Receipt Final Total:
CATEGORY:
TAXABLE?

Enter prices for


individual items in
this area. The
spreadsheet will
total each category
.at the bottom

SUBTOTAL: $118.76
COUPONS:

CATEGORY:
SUBTOTAL2: $118.76
TAX: $8.91
TOTAL: $127.67
Receipt Total Tax: $8.91
Receipt Final Total: $127.67

QUICK CALC

RESET

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