Hello Tiller community!
I’m updating the same thing in two different places which is the issue I’m trying to solve for. I would like to add an item in one place and have it update another sheet and a table in my dashboard.
To add a little more context. I created a dashboard and there are two tables I’m trying to update: my Bills for the next 3 months and a list of my active subscriptions. In order to do this, I created an “expenses” sheet which lists out all of my bills and subscriptions. Pictures of both the dashboard tables and the “expenses” worksheet are below. I have a macro that runs through the worksheet, updates the dates based on frequency, and updates the tables in the dashboard. Anything with “subscription” as a category also gets placed in the active subscription table.
The issue is that the information in the “expenses” worksheet is disconnected from data in the “Categories” and “Budget Plan” worksheets. Basically when I add, remove or update a bill or subscription, I also have to do the same in my expenses worksheet. I would love for the data in my expenses worksheet to populate based on the data in the categories or budget plan worksheets.
I am very much a novice when it comes to excel and am unfamiliar with most formulas, functions and error handling. The only reason my macros are functioning properly is because AI did most of the heavy lifting.
If anyone has advice on how to get my expenses worksheet to populate based on the categories and/or budget plan worksheet, it would be much appreciated. Or even if you have an idea that simplifies all of it. Maybe I don’t need an expenses worksheet and could write a macro to pull in data directly from the other worksheets. Maybe I don’t need a macro and there is a way to populate that data without it.
Just looking for advice, ideas, a solution or just to check my thinking. If there is a YouTube video that explains a formula or function you think I could use to solve this, I will definitely accept that as well.