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Active Member
November 23, 2024
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Hello,
I'm trying to edit the ultimate personal budget and interactive dashboard using the downloaded template provided.
Followed the instructions to add to the Categories Tab, sub-category column and category column.
Tried defining sub-category column by name "subcategories" but it was already taken based on the template.
Budget tab, sub-categories column would only indicate template list not updated.
Had to create another named "MinorCategories." It works for the budget tab but I'm sure this was not how this was supposed to work? The video said the original sub-category list would automatically update?
Appreciate your assistance.
My version of Excel:
Microsoft® Excel® for Microsoft 365 MSO (Version 2410 Build 16.0.18129.20158) 64-bit
Jeremy
Moderators
January 31, 2022
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Perhaps you can upload the file you are working on. Otherwise we'll be guessing what exactly you have changed.
VIP
Trusted Members
December 7, 2016
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Hello,
Just tested to add som new sub-categories and categories in a fresh downloaded copy of the personal budget file, had no issues.
Br,
Anders
Active Member
November 23, 2024
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My apologies, I thought I had uploaded the copy I was working on. I am getting an "HTTP Error: upload URL might be wrong or doesn't exist" when I try to upload the file. Looks like I finally got one copy to load completely.
Moderators
January 31, 2022
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Thanks for the file. I see a few odd things going on in the Budget sheet. You renamed the Sub-categories column to MinorCategories (cell C3) and added data validation to it allowing only the word "MinorCategories". This does NOT refer to a named range that contains the minor category options. There is no such named range in your file and even if there was one you should write =MinorCategories as the source for the list. But you should not put data validation on a column header to start with. You add it to the cells below the header.
Then, the data validation lists in the individual cells of the MinorCategories column still refer to =subcategories which in turn refers to the Sub-categories column in the table TblCategories on the Categories sheet. And these dropdowns pick-up all the options from the aforementioned column as they should.
Having said that, I wonder why you want or need a MinorCategories list. If it was just because you want to use MinorCategories in stead of Sub-catergoies, you could just rename the column names in all tables where the latter is used. All formulas and named ranges referring to these columns will be updates automatically.
Active Member
November 23, 2024
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Thank you very much for the explanation. I created the MinorCategories list because when I tried to add additional sub categories to the already existing =subcategories list, the additions would not carry over to the Budget tab. When I opened the Budget tab and selected the Subcategories, after having added to the list, the additions would not show up.
I will download a fresh copy and try it again. I do greatly appreciate your time.
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