I have a journal entry population as a .mdb format (over 1.1GB). From that file I want to separate out all Expense account entries based on a separate list of 273 accounts. What is the fastest way?

Can we increase the Hra amount while filing the return?
I have paid lumpsum amount to my parent as the rent.

We can help you in tax planning and getting tax refund upto 2.5 lacs.Let us know if seeking help/clearification.

What is the best advice wrt financial settlement ? I was told to simply get a move on and not fight over 5/10k but get on with life ASAP. Do u relate ?

When to buy back in to triple leveraged etfs 🔮

I need help from an accountant or a financial analyst. I need to compare fed vs private company retirement and help me create a retirement plan. I will pay for the services. Thank you

Been lurking on this group for a while. I’ve only traded stocks ever. What’s the best way to start with options? Any great video tutorials or websites that can help me understand the basics. I only have theoretical knowledge of options thanks to a derivatives class I did at college.

What is the best way to look at historical PE investments? I am hoping to discover new PE firms for networking / sales purposes. Potentially a website specifically that tracks announced PE deals. Thank you!

For rent paid below 1 lakh there is no need to submit landlord's PAN. I have calculated based on my HRA and if I show rent paid as around 96k my tax refund will be around 13k.

However there is no rent agreement or rent receipts.

Will it be a problem later on if I show this in my ITR?

I consolidated grad loans in ‘15, kept federal separate from private (w SoFi @6.75%). Can I refinance w SoFi or w Earnest? Should I combine the federal and lose the protections for better %?

Currently 23yo with $65k in cash and $14k in student loan debt. Not sure what the best course of action is. What would you do?

Home reno financing question. Have a big project coming up in the $120-150k range. Funding sources are:
- 90k from a heloc around prime
- 10k from a credit card that offers promo checks at 2-3% for 12-18 months
- 375k in a brokerage
- 5-6k per month cash that I can put towards the project, loans, or brokerage

I don't want to stop funding the brokerage because my FIRE plan is less numbers based than "hoard like dragon until it's enough" but maybe I should... How would you optimize?

Is there any way to get around the coinbase fee when buying crypto?

If my company is deducting tax on reimbursements for example relocation, flight travel, mobile usage, etc. Then how to show in tax filing? bcoz as per my understanding it should not be taxable as I am using my money and company is refunding and no extra income. It's like I have already paid once and while refunding company again deducting. Please guide on this issue.

How much household income should be to buy $1M house? Also what is the approximate down payment? I know 20% is the ideal but how much do people typically pay.?

I pay $500+/month for health care premium and after going to urgent care for an injury I still ended up with a bill that was over $500. Curious to know if any freelancers are not on a healthcare plan and how that affects your taxes for the year.

Maxed out Roth IRA contributions when I wasn't eligible for 2021 (got a salary bump mid year). Do I need to recharacterize? It's a very small account that's been open for only two years. That's the only IRA account I own. Do I need to open a traditional IRA and roll over 6k + realized gains into that account and keep the Roth IRA. So confused how this works and got conflicting information from Merrill.

HELP!
If I sell a mutual fund (aciex) to buy an etf (splg) in my Roth IRA account, do I have to pay tax on the sale when filing next year? How does this work? TIA!

What are your thoughts of consultants and auditors doing client work in a coffee shop, using said coffee shop’s wifi?

Anyone have recommendations for headhunters placing planners?

what is notice period or leaving GDS -Sat service line

Best way to get a consulting job in the U.S?

Hello fishes
It’s been a month that HR told me that they’ll release offer, but it seems that approval is still in progress, is it normal?

Happy Monday! Grace is giving something that isn’t earned. Mercy is not giving something that is deserved.
Find ways to give grace and mercy today in your workplace.

Having a son (first) next year and looking for a birth year watch to hand down. Obvious thought would be a sub but open to other ideas - ideally want something that is classic and will keep its value. Would wear myself. Would rather have my name (or his) on the registration if possible. Any tips/ideas? Is it impossible to get a new sub in a year’s time?

Do you believe that there’s people who can “see” what’s in your life and near future when they pray for you and tell you?

This is second time I got offer from CGI but now I have again a better opportunity. So if this time I reject will there be any problem for me in future?

Hi Fishes,

Currently I am working in India and I am looking for on-site opportunities in companies who can provide work permit in UK. I have updated the same in Naukri. Is there anywhere else I can apply apart from naukri and LinkedIn where can I expect any response? I have 9+ years in experience and working as cloud consultant.

If an otherwise good interview the interviewer says: “I think you have great experience that will help you wherever you go”. Should I be reading into this?

Who knows about Goosehead insurances work culture. 5 min into sourcing I’m seeing some discouraging statistics about who they move up faster vs who they don’t. I have a interview this week and I don’t know if I should even continue forward. My main goal is growth and if it’s going to be an unfair environment then that’s a no go.

Hey All,
I finished a third round interview, and HR contacted me that afternoon saying I had positive feedback across the board and they would contact me the next day regarding next steps. It’s been two days and they finally get back to me saying they haven’t been able to sync with the hiring manager but will keep me posted. Honestly I wish they would talk with the hiring manager and then let me know the decision instead of checking in. It’s messing with my emotions.

Is Rolex shipping watches again? My AD promised me a specific model and not sure if I’m getting ghosted or what...

What does Shadow Hardlock mean?

One of my friend got offer as a Packaging Development Engineer with experience of 3.5 yr from Allana Group, Mumbai & Ajmal Perfumes, India . His current CTC is 3.45 LPA. What should be expected CTC he should get as per market standards?

help me with your inputs

I’m verrrrrry new to excel and am going crazy because is there not a way to “clip” text in cells like you can in google sheets? I read about a “fill” option, but then noticed that cells that aren’t filled just repeat text. 😂🤯

For a linear regression analysis… the equation of a line is Y=MX+B, where M is the slope. So if I’m measuring a line across 365 days and M=.2, can I say that I have increased production by 20% over a year. Or is production increasing 20% each day?

What are some of the unique use cases you have leveraged excel for?

What’s the best way to summarize multiple amortization schedule. I have each schedule on a separate tab. On a master sheet can I do something where I can input a specific month and show my ST/LT ...

I am looking for a way to link my Salesforce data into excel so I can have the latest data at all times. Instead of the typical download of static data that by the time I am reporting the data has changed.

How to change a date field from 2002/01/15 to YYYY-MM-DD. The right click and date selection is not converting it for some reason. Even tried to do a custom field but it’s not changing :(

Need help building an electric schedule for a production schedule with a Gantt chart style view (sort of)

Currently have an excel list with resource (production line), start date and time, and then also the name of the item being produced.

Any ideas how to tackle this??

I’m thinking a stacked bar chart with the vertical categories to be my resources and horizontal the date/time and then each individual bar to be the name of the item being produced.

Thank you for the help Excel Gods 🙏

Presenting data in 2 tables that refer to the same pivot table as source. However, one requires a filter on the pivot table and when filter undone, values change back to original. How to tackle this?

Is there an easy way to switch XLOOKUPS to INDEX MATCH? Have a large file with bunch of formulas that don't work on all client machines (different excel versions).

How can I update the range in one location for a tab whose data source, a second tab, is connected to SAP and the range updates on the source tab depending on quarterly activity?

Is there anything similar to the INDIRECT function that I can use to build a formula reference to another workbook? INDIRECT creates errors when the referenced workbook is closed..

Timesaver: If you’re working on a file saved on the cloud (teams, share point, etc.) and need the URL to communicate out, tap FILE -> INFO -> COPY PATH and the url will be on your clipboard. Pre-established sharing privileges of orig folder will apply. Hopefully this saves you time reshuffling open windows! Bonus: Same on standard MS suite files.

Dear auditors, please explain how you pick samples for substantative testing.

Best websites to get more of a handle on Excel as a beginner-intermediate?

I’m referencing a cell (numeric) to a text cell. Is there a way to format that number to include commas? See example in comments.

Has anyone had an issue with index match and lookups returning NA when trying to manipulate data from a password protected workbook?

How do I set the formula to calculate “If x falls between 1-10, return 1-10, if it falls between 11-20, return 11-20, and so on”