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bullseye19
Copper Contributor
Nov 02, 2025

creating a separate tab for a common table

My question from a few days ago disappeared  and I cannot locate it.

 

I have created an Excel financial spreadsheet for myself that amasses all monthly data from my checking, investments, and credit cards. There are about 20 tabs including each month, each major account and others. Each monthly and account spreadsheets are identical. I created a table that has 3 column of data: Payee, account, and category which, in theory, auto update each spreadsheet.

 

The downside to what I currently have is that every sheet needs an updated table which doesn't always work out to be complete. What I'd prefer is to have a separate tab in the spreadsheet that every tab could reference. I saw this once and know it can be done but, of course, I cannot find it.

 

So, the question is, how can I get each month to find the separate tab (call it Ref or anything else) and input the appropriate data into the sheets? The current formula I am using for assigning the info is: =XLOOKUP(H14,Q:Q,S:S). The column reference are currently being used are because that's where they fit on each monthly spreadsheet. The data example is in the last row of the spreadsheet.

 

All help is appreciated.

 

Steve Backman

 
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