Forum Discussion
Organizing bank transactions into separate columns to know where my money is going.
Trixy416 Allow me to recommend a quite different approach. If you are not familiar with Pivot Tables you should learn about them. They are a great way to analyse data like yours.
Start with a list of transactions where you select the Type from the drop-down as you suggested. The drop-down list is a Named Range that points to table on a separate sheet. Add items to the table and the dd-list will automatically adjust itself.
Then create a Pivot Table from the transaction list. I've added an example of such a table. Add transactions to the large table, press Refresh All on the Data ribbon and the Pivot Table will be updated.
See attached.
Trixy416 Allow me to recommend a quite different approach. If you are not familiar with Pivot Tables you should learn about them. They are a great way to analyse data like yours.
Start with a list of transactions where you select the Type from the drop-down as you suggested. The drop-down list is a Named Range that points to table on a separate sheet. Add items to the table and the dd-list will automatically adjust itself.
Then create a Pivot Table from the transaction list. I've added an example of such a table. Add transactions to the large table, press Refresh All on the Data ribbon and the Pivot Table will be updated.
See attached.
- I will definitely look into doing it this way as it seems to be much easier to do.
