Forum Discussion
Personal Budget Template issue
Hi all. I have created a person budget template for my own use. The below (A) shows the page on transaction details for December 2024. (A) Transaction Details - December 2024 The below shows ...
Try below:
1. Add a Helper Column: In your "Transaction Details" sheet, add a helper column to identify rows that involve "Cash on Hand".
For example, in column G (assuming it's empty), use the following formula to mark relevant rows:
=IF(OR(D13=$J$6, E13=$J$6), ROW(), "")2. Create a Sequential List of Row Numbers: In another column (say, column H), create a sequential list of row numbers for the relevant transactions.
Use this formula in H13 and drag it down:
=IF(G13<>"", COUNTIF($G$13:G13, ">0"), "")3. Use INDEX and MATCH to Populate the "Cash on Hand" List: In your "Cash on Hand" sheet, use the INDEX and MATCH functions to pull the relevant data without blanks.
For the Date column in "Cash on Hand" (B):
=IFERROR(INDEX('TRANSACTION DETAILS - SAMPLE'!A:A, MATCH(ROW(A1), 'TRANSACTION DETAILS - SAMPLE'!H:H, 0)), "")For the Description/Account column:
=IFERROR(INDEX('TRANSACTION DETAILS - SAMPLE'!E:E, MATCH(ROW(A1), 'TRANSACTION DETAILS - SAMPLE'!H:H, 0)), "")For the Debit column:
=IFERROR(INDEX('TRANSACTION DETAILS - SAMPLE'!F:F, MATCH(ROW(A1), 'TRANSACTION DETAILS - SAMPLE'!H:H, 0)), "")For the Credit column:
=IFERROR(INDEX('TRANSACTION DETAILS - SAMPLE'!F:F, MATCH(ROW(A1), 'TRANSACTION DETAILS - SAMPLE'!H:H, 0)), "")