I am trying to customize my transaction file and like to add the month and year columns. I do see the month column but I was hoping to rename it and use the name of the month, ie :jan", :feb" etc. I tried to use the text string formula but when I add new values the month data it didn’t populate when adding a new account. I was hoping to add the year column as well, ie. “2019” Can you offer guidance?
Thanks again, Michael
Here is a 3 minute video that explains things. Let me know if you get it to work in your sheet.