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Finance Tracker: Review & Feature, Fix or Focus Request [Gold & Silver] (Patreon)

Published:
2023-05-10 12:15:00
Imported:
2026-06

Content

Hello Members,

The training we have for this week that I have shared with you was about the Finance Tracker. If you have not seen it yet, you can view it right here on YouTube.

Now that the training has been released, I am looking for your feedback to make this even better, just for you, our incredible Patreon Members.

So, what Feature can I add for you? Did you find an issue you want me to fix? Or is there a particular area you would like me to focus on?

Please comment your ideas and feedback to any of these below and I will do my best to not only create an updated workbook but release a private training video next Monday, right here on Patreon.

I am looking forward to hearing from you and thanks so much for your support.

Files

Comments

Kass

Maybe a calendar that auto populates with transactions based on their dates.

Excel For Freelancers

Hi and thanks so much. This is a nice idea. If we have more than 5 or 6 transactions in a day, they might not display on a calendar however we can have a calendar and when the user clicks on a day, only those days transactions show up on the 'Recent Transactions' list. It's a nice way to filter out transactions. I will see what i can do and thank so much for the great suggestion.

Martin Rini

At 23:20 on the video you say "tab out" to visually verify the named range of ID column. Can't follow the keystrokes or reproduce the test. Shift Tab I understand. but how visually validate the range escaping me. ??

Excel For Freelancers

Hi Martin, Tab Out means to press the Tab key in order to exit out of the current field

Martin Rini

Sorry, never mind, formula error. I get it now.