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Looking for help for Mynda's Personal Finance Workbooks.
I've built my workbook and it all works well. I have almost 6000 rows in my Transactions worksheet as tbl_Transactions, and have successfully added the slicers I want.
I understand (maybe wrongly) that to keep the slicers and a couple of navigation buttons in view as I scroll down through this long sheet, that the only way is to place them in row 1 and freeze the row. It does work, but due to the size of (one of) my slicers it is clumsy, and row 1 becomes too wide (I need Year, Month Category etc Slicers as well as navigation & Add Transaction buttons, so space is limited).
I have quite a few Accounts with different savings organisations where I have closed the account after (usually) a 6 month fixed interest offer, and moved elsewhere and repeated the process. This is doubled when my wife's accounts are added. So we have quite a few closed & and ebven dormant) accounts. In realirt I will rarely ever want to use a slicer to find these accounts, and the normal filter button will be adequate for those few occasions.
What I would like to do is have a slicer with only the currently active accounts (which I have defined in my Accounts worksheet in tbl_Accounts).
The net result will be a slicer which will fit nicely into row 1 and leave me enough screen space to see data.
Can anyone suggest any solutions?
Posted : 01/03/2026 11:24 pm
Hi Colin,
Glad you got your own finance tracker up and running. It's hard to give advice without seeing what you've already tried but here are some tips:
1. You can add more columns to the Slicer to make it wider than it is tall
2. You can reduce the button height
3. You can reduce the slicer size so the scroll bars appear, and you can scroll to access more items if there are too many to display all at once
This tutorial contains slicer tricks to make them small: https://www.myonlinetraininghub.com/excel-slicer-formatting
Hope that helps.
Posted : 02/03/2026 8:42 am