Sep 26 2021 05:04 AM
Sep 26 2021 05:22 AM
Oct 05 2021 05:58 AM - edited Oct 05 2021 05:58 AM
@jtpolley77 Couple things to try:
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.
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.