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Excel/Conditional formattin formula

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Question
Hello:

Im trying to creat a spreadsheet that reminds me when my clients insurance policy will expire. For example, effective date is 3/29/14, and it will expire in 1 year. What formula can I use?

Thanks in advance,

Lymari

Answer
Lymari

I will assume you have a cell that indicates the expiration date of the policy.
For my example I will assume the cell is D7.
Using the conditional formatting/new rules/use a formula to determine which cells to format/ put in the following formula =-NOW()+D7-30<30.  Then select the format you want. then click ok.

If todays date is within 30 days of the expiration date the formula will result in TRUE.  And if the result is true the conditional formatting will format the cell to whatever format you have chosen,

Obviously you can change the formula to 45 days 60 days etc. etc.

Hope this helps

Richard
Florida
USA

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Richard Roberts

Expertise

Can assist you in most areas of Excel, have been working with it for about 15 years in many types of applications, but primarily in financial and accounting applications. I am a CPA and many client or client problems have necessitated the use of excel. I am not an expert in charting, macros, or pivot tables.

Experience

Have been working with Excel for about 20 years primarily in accounting and financial areas.

Education/Credentials
BA, Certified Public Accountant

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