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(@colmac)
Posts: 7
Active Member
Topic starter
 

I'm using one of Mynda's Personal Finance spreadsheets as the basis for my own sheet.

I have a table of transactions which includes a Payee name which is validated against a table on another sheet which contains the Payee names. Every month, I get a few (sometimes quite a few) name Payees when I am entering data in the transaction table.

Is there a way to have Excel add these names to the data validation list. Currently, I need to manually add them to the validated list, then return to the Transaction sheet & table.

I am a very basic user of Excel (in my 70's), so not up to complex solutions, although I can usually follow examples by trial and error! I can also follow Mynda's great tutorials.

Thanks.


 
Posted : 04/11/2025 4:12 am
Alan Sidman
(@alansidman)
Posts: 266
Member Moderator
 

Please attach sample files which do not include confidential/personal information.  Mock it up with fake info if this applies.  Post a file with 8-12 records and a mocked up solution so we can work with actual information that is representative of your real files.


 
Posted : 04/11/2025 5:03 am
(@colmac)
Posts: 7
Active Member
Topic starter
 

Hi, and thanks for the offer to have a look.

Dummy data file attached. I have deleted the Dashboard and a couple of other sheets of Pivot tables, but the base data tables are all present. I hope all the "Names" are still working as supposed to.
 
My aim is to work on the sheet called Transaction, where I enter new data (I use a semi-automated -Power Query for my main current account from a CSV file to clean it up) and paste it in. For other accounts where numbers are much smaller, I use a mixture of manual entry, and one-off Power Query sessions to read pdf files.
 
Frequently, I come across new names, and so I'd like Excel to offer me the choice of adding the new Payee (Col E in Transaction) to Payee Name in (LookUp_Pay Col B). I would then  need to manually enter Col C in the same table.
 
Ideally I'd like the Payees Table then to be resorted in alpha order by Payee name. But I'm sot sure how to mock anything up!
 
I am quite happy to work my way through a solution if pointed (Quite far) in the right direction, as VBA is normally way beyond my skill levels currently - but I do enjoy the chase!


 
Posted : 05/11/2025 1:26 am
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