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Using a table to update a new sheet in the workbook

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(@catlaurxt)
Posts: 2
New Member
Topic starter
 

First off, thanks to Mynda for the amazing videos to help us learn.

I am using the Ultimate Budget and Interactive Dashboard template and so far so good, except...I have watched hours of tutorials and can not seem to do what seems like it should be relatively easy so I must be missing something.

I would like to insert a sheet that contains the Sub-Categories in Column A, and the current balance I have in each of those categories in Column B (think "envelope budgeting" system). I would like the balances to update based on inputs made in the Transactions tab (table). At any given moment I would like to be able to see how much money I have in my Groceries budget, for example.

I know this is possible, and perhaps I missed this info in one of the dozens of tutorials I watched but after 30+ attempts at doing this I am not having success. I have slowed the videos down to the point that Mynda sounds drunk, and after repeated failures...I want to get drunk..!! LOL

Any help would sure be appreciated. Thank You!

 
Posted : 21/11/2024 6:11 pm
Riny van Eekelen
(@riny)
Posts: 1191
Member Moderator
 

Did you look into the SUMIF and SUMIFS functions?

IF you did and couldn't figure it out, it would be easiest for us to help if you upload your file.

 
Posted : 21/11/2024 11:20 pm
(@catlaurxt)
Posts: 2
New Member
Topic starter
 

Thank you. I believe I got this sorted.

 
Posted : 22/11/2024 12:08 pm
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