Forum Discussion
Drop down lists
I have developed an Excel spreadsheet for my credit cards and checking accounts. It works like
Quicken, which I don't want to subscribe to. I have a series of Excel sheets; one for each item. I input the data from credit cards on debits and credits. The spreadsheet Is one from Microsoft templetes. It all works fine. I want to add a drop down list to each of my sheets; sheets are as such: Credit Card 1, CC2, CC3, Bank account. I want a drop down list on each sheet that will list the total amount of money spent on each subject: For example, Groceries, Charity, TV Service, etc. I get completely lost when trying to follow directions and have looked at You Tube and other places. Can you help?
2 Replies
Placebow52 I suggest you could convert all raw data on each sheet to Tables and name them "CC1", "CC2", etc. Then insert some columns to the left of the raw data table on each sheet to create a Pivot Table with Categories are Row fields, or if you really want Categories in a drop down just choose Categories as Report Filter in Pivot Table instead. You will then use Refresh All to refresh all your pivot tables to display the most updated data.
However, if I were you, I would create a Master Tab which shows you the summary of each CC for each Category. Please see a simple version of this suggestion attached.
hynguyen Thanks for the info. I think it is too far beyond my ability however. Each of my sheets in the folder are like the running balance in you check book file. I want to make a list that will tell me each month the totals for a few of the places where I have bought things. For ex: Charity; Groceries. Thanks anyway.
