Category Tracker (Excel)

Thanks for the feedback @yossiea and @jemmoa7. I apologize for not getting back to you sooner, but have been working on some other things.

I like your suggestion of using the “Edit Links…” workflow. Unfortunately, I couldn’t get the “Break Link” button to do the trick (it just converted my data to static values) but I was able to get the “Change Source” button to work. I updated the original instructions. Any chance you can try again and let me know if it works for you… or if you have feedback to improve the instructions?

P.S. I hear you, @jemmoa7, on the need for an Envelope Budget in Excel. That is on our roadmap but unfortunately isn’t imminent. For now, I recommend using the Savings Budget in Sheets.