Budget Spreadsheet with multiple functions required.

tobym025 

I think we need to take this in stages, now that I've seen what you've got.

Some opening questions regarding the overall design:

• please explain the relationship between the band at the top of your sheet (shown here) and the rows that follow
  • 
• Why do you have 150 numbered rows set up (plus a mysterious blank row at the bottom) before your row of totals.
• Why have a row of totals at the bottom? In general, if you intend this sheet to be a legitimate Excel Table, you'd only have rows that actually have data, and any summary totals (or averages or whatever) would be elsewhere, on a dashboard sheet or at the top or off to the side. That is, don't interfere with the structure of the Table itself.

So first off, you have the Loan Type drop down (AKA data validation) running satisfactorily.

Then we get to...

Lender - Drop down box

This is dependent on what is selected above. Each option is on a table on Data table

I've attached a spreadsheet--DataValCascading.xls-- with examples of secondary and tertiary drop downs, where first choices determine the options made visible on the next (and the next) drop downs. You obviously have a fair level of skill, so my hope is that you'll be able to discern what's happening there and see if it's readily applicable to your situation.

A challenge is going to be the sheer volume of Lenders you seem to have in each of the four categories of Type. Which makes me wonder whether those lists are realistic; if they are, that's fine, and the method I illustrate will work, it will just take you a short time to put all of those relationships (probably by cut and paste OR copy and paste) into a single dynamic table. Once done, in the manner of my example, you'll also be readily able to add new lenders as the marketplace changes.

Unpaid Paid

This is dependent on the above 2 drop downs. I need to be able to select the Type, Lender and then this will calculate the Loan Amount X the percentage rate that is next to the lender selected in the tables (Type and Lender). This is then to be calculated at 95% (This is noted in cell on budget page in cell G8)

I don't quite understand your description here, and how it applies to the spreadsheet (I see no column with the heading Unpaid/Paid, for example). However, retrieving the percentage rate is (should be) a simple matter of VLOOKUP (or the equivalent) based on the table (newly consolidated as per above) of lenders and rates. 

Anyway, why don't you take a look at DataValCascading.xls and see if you can adapt the method there to create the secondary drop down with names of Lenders based on which Type is selected.  

I've also attached a different spreadsheet, different situation, called Tax Tables 2021.xlsx. This uses some dynamic selection methods to change the table that is used to calculate taxes based on tax filing status. This is less likely to be applicable to your situation, but it might give you some ideas.

In either case, as noted up at the start, this is not a finished exchange, and I'm expecting you'll come back with questions or further clarifications as needed.