Forum Discussion
Macro that concatenates two cells, references a Date and then copy pastes value into first
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Well, as of this writing, your question has 60 views and 0 replies. I'm going to break the pattern. I'm also going to take the risk of trying, perhaps, to explain why nobody has replied.
It looks as if you're trying to create some kind of income and expense tracking workbook. That's admirable. I have one myself that I created. Microsoft even has a very advanced (although also somewhat limited) major product called Money in Excel that you can find by searching here on this website. Money in Excel is a major Excel template; it can draw data from your bank accounts (so long as they're not behind dual factor authentication--the limitation I alluded to in the last sentence).
You are approaching this commendable task--IMHO--in an altogether convoluted way, using brute force (also known as VBA or macro) to accomplish things that Excel can do very elegantly by means of functions calling on a central Table that contains all of your transactions, along with identifiers such as vendor, budget category, etc. There's also the Pivot Table that can create automatically a summary of transactions by category by month (or year); you can click on any cell in the Pivot Table to get a detailed list of the transactions that have gone into the summary number.
In short, Excel can do the heavy lifting for you; you don't need to write macros. But it does require re-thinking the whole design. I'm attaching a very simple example of what I'm describing. Very simple. My own raw data base contains a lot more columns (with identifiers for each row of the credit card (4 of them) or bank account (3 of them); identifiers for budget categories two levels deep)... This example just shows how Excel can take a data table and use the Pivot Table to make sense of the raw data.