Sep 26 2021 05:04 AM
I can't get the spent column to update after updating the budget column in the monthly budget template inside the money for excel program.
Sep 26 2021 05:22 AM
Oct 05 2021 05:58 AM - edited Oct 05 2021 05:58 AM
@jtpolley77 Couple things to try:
(Microsoft employee)
Nov 11 2021 04:16 PM
I too am having this issue.
when I assign categories in my transactions, shouldn't they populate as a sum total in the corresponding "spent" column? Anyone understand what I'm missing?
I didn't alter any of the formulas in the "monthlybudget" add-in.
Nov 13 2021 10:58 AM
@jennymikesell At the top right of the Monthly Budget tab, did you choose the month? If you're categorizing transactions for November, but the filter is set to October, the Spent column is going to match what you expect.
Apr 27 2022 04:02 PM - edited Apr 27 2022 04:02 PM
@jtpolley77 Did you ever get this to update? Bumping this because I have the same problem. MS support ZERO help. Spent 2 hours on support call and they cannot even say who owns this code base. It's clearly an issue with the Monthly Budget add-in because if you hard code some values into the Spent column the Remaining column does not update either. Unfortunately, this is the sole reason I splurged for 365 as I already had Office 2019 Pro.
Apr 27 2022 09:33 PM
To anyone that ends up here, I was able to resolve by deleting the entire workbook, re-downloading the (same) template from the MS site, and reopening and adding Monthly Budget add-in. Note I did NOT have to re-sign in with Plaid and it automagically downloaded all my previous transactions. Hope this helps, as I wasted hours trying to get this to work.