🏆 Add Manual Transaction in Excel 2022

[wegs220]

Thanks so much for the quick response. I do have additional columns I added for personal reasons, so I had to modify your tool a little bit. I had considered myself an Excel expert but since retiring and having more time to get into all of the things you can do with excel these days, I now consider myself to be a novice; although loving the new learning experiences!

I do notice that the last few columns are not populating though, which I believe is due to changes needed in the macro. Any help on that would be greatly appreciated.

[mr_signal]

I would be glad to help you adjust your Macro, (Getting ready to drop a new improvement which will need the same info ) Just need your column names and what you are trying to do.

[mr_signal]

New post coming today. You might like this update better, although a lot of input validation and checks need put into place.

[wegs220]

Here are my column names. Everything is working except nothing past “N” is being filled in the transaction sheet.

[mr_signal]

@mr_signal

1. The Transactions sheet has more cells than the original template.
   – To mirror this I put dummy data in row 2 all the way to column Z. (I am still learning the # trick to select all filled cells but I am not exactly sure how to format the formula right now to make it more dynamic)
   Two formulas need to change:
   a. Cell M2 would need to change to: =TRANSPOSE(INDIRECT(“Transactions!$A1:$Z1”)) in my example.
   You should see all the column headers from Transactions in column M.
   b. Likewise Cell O1 would need to change to: =INDIRECT(“Transactions!$A1:$Z1”) for this example.
   c. (Optional) complete the formula fill in Column N.

From here you should be able to verify that all of the correct data is under the correct header from the Transactions sheet. I am assuming this is where you adjusted the formulas.

Once all of that is straight, then a small tweak to the macro. It should be line 72 : Range(“O2:AB2”).Select ’ MODIFY the range if a new column is added to Transactions
Just modify the second variable in the Range for my example I will change it to:
Range(“O2:AN2”).Select ’ MODIFY the range if a new column is added to Transactions

This should fix the copy and paste of the values into the Transactions sheet.

@wegs220 this should be the same procedure to update your budget. The edits to the sheet is pretty straightforward but if you run in to an issue with the macro just let me know.

[mz2004]

Hi @mr_signal Thank you for this tool. I see that this discussion is 1 year old, but I just started with tiller and was looking for a simple way to add manual transactions. Seems that Tiller does not have a simple way to add transactions manually (as far as I can tell. @randy )
My question is this: I use Excel for Mac and don’t know how to find the Options on the File menu. What is the way to use this tool in Excel for Mac? Thank you