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In this week’s Feature, Fix, or Focus, we take last week’s Income & Expense Budget training.

Here's the list of updates I made for this training:

· Added Recurring Transactions  added by Randy Austin

· Added Recur. Transactions Userform added by Randy Austin

· Recurring Automation added by Randy Austin

Please don’t forget to add your requests for your own Feature, Fix or Focus each week when I post a new video, right here on Patreon. Each week I will either add a new feature, fix a bug or an issue, or create another training with a special focus on any part, all based on your feedback and comments.

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Comments

Mark

This is fantastic! Are you able to include a bill tracker/reminder?

Willie

Hi Randy. In the Visual Basic there is a RecTransFrm template....to enter recurring transactions... but i don't see this template in the Excel file to enter recurring transactions... please help I downloaded this .xlsm file dated 15 July 2024

Excel For Freelancers

Hi WIllie, thanks for your message. When you edit any existing transaction you can make it recurring, which will launch the recurring form. I covered this in the video above, so make sure you watch the updated training above. I hope this helps and thanks so much.

gspdogman

Can you add a date picker in the transaction form instead of manually entering the date?

Michael busby

I'm having a difficult time in making this work. The recurring feature appears to do everything right except populate. What am I doing wrong?

Excel For Freelancers

Hi and thanks so much it would be hard to know for sure, perhaps you can email me your version with the details? Randy@ExcelForFreelancers.com Thanks so much