Hello, reader.
I made an Income / Expense / Savings tracker on Excel for Mac [through O365].
Everything else works fine, but I was trying to make it more foolproof by adding a home page which doubles as a form.
For context, I have a "logs" worksheet -- which has three tables (Income / Expenses / Savings) of same column numbers. To use the tracker, the user must log manually the details in the Log worksheet so that Excel can record it and reflect/visualize the data in a separate sheet. Normal details are: Date / Amount / Category / Remarks.
A sample expense log could go like: | Sept-15 | 10$ | Food | Pizza
A sample Income log could go like | Aug 31 | 100$ | Salary | Monthly Pay for August
While it works, I figured it will get ugly once there are too many logs -- plus there might be a risk of accidental editing of the previous logs.
I plan on putting a blank table on the home sheet, with 5 column that the user can fill out:
Type { income / expense / savings } [Could be a drop down list]
Date [Looking for a way to automatize this]
Amount [user will input the amount for the corresponding transaction]
Category [user will select a category label depending on the "Type" chosen]
Remarks [User will input this manually]
What I dont understand yet is I want to make a macro button that the user can click, and Excel would automatically copy the data on the Home sheet, and add it to the appropriate table in the "log" sheet, while clearing the home sheet in the process to be readied for another input.
Can anyone help me on this? I'd really appreciate it. Feel free to suggest ideas as well on how I can improve my file :)