Form Creation To Track Investments

[craigie]

Hi all,
Firstly, can I say I have been through the forum looking for an answe
and have came up with nothing but VBA solutions. For someone wit
absolutely no VBA experience, this is daunting!!

I'm attempting to create a workbook which will contain 9 worksheets o
separate investment portfolios, from which I will use excel to analys
the data. However, my problem lies in getting the data in there in th
first place.

Ideally I would like another worksheet to contain nothing but a for
which would allow me to choose the portfolio, the investment, date o
valuation and value. Data from this form would then be dropped into th
relevant worksheets first available cells in the list. Also, as soon a
the data has been entered, can the form be cleared for the next entry?

I have attached a sample workbook with some basic data to let you se
how I am hoping the data can be presented.

I'm sure this is pretty basic stuff, but I've been trying variou
things over the last couple of days without success!

Thank you,
Craigi

Attachment filename: test investment workbook 2.xls
Download attachment: http://www.excelforum.com/attachment.php?postid=56782

 

[Jim Rech]

I'm sure this is pretty basic stuff...

If it were you would have had several replies in the first hour. I'm afraid
it's not. It is pretty fancy stuff actually requiring a good knowledge of
VBA and Excel. The only thing built into Excel that comes close is the
Data, Form feature.

 

[Mark E. Philpot]

I will look at it and let you know.

Can you send more info and your personal email address to
(e-mail address removed)
See:
http://au.geocities.com/excelmarksway
for some of my creations