Using Drop-Downs (ValidationList) to update a budget
 

I have a list in sheet 1 of my credit cards with Available Credit and Balance
(both of which I manually entered to start)

In Sheet 2 I'm trying to keep track of my spending/budget

So Row A = Date, Row B = Amount, Row C = Validation List of the Sheet 1
Account Names

I tried to enter a formula into the same cell
If CellValue="AccountNameX"
Sheet1!AccountNameX_BalanceCell=Sheet1!AccountName X_BalanceCell-Row B

Not working, seems to think it is circular.

Do I need some intermediary step?

Also *ideally* I could use the date row to keep a running sum of each week's
total automatically.

Any thoughts appreciated.

Using Drop-Downs (ValidationList) to update a budget
 

Perhaps easier would be to have a table with starting balances for each
account, then a second table with running balance. In that case, you would
have in your 2nd table

=vlookup(accountname,sheet1!A:B,2,0)+sumif(sheet2! A:A,accountname,sheet2!B:B)

For your running total.

As of running sum, I would think using a pivot table with account name and
date in the row columns and balance in the data column. Right click on the
date, pick group and outline, group. Pick Week, start and end whenever you'd
like.

"msnyc07" wrote:

I have a list in sheet 1 of my credit cards with Available Credit and Balance
(both of which I manually entered to start)

In Sheet 2 I'm trying to keep track of my spending/budget

So Row A = Date, Row B = Amount, Row C = Validation List of the Sheet 1
Account Names

I tried to enter a formula into the same cell
If CellValue="AccountNameX"
Sheet1!AccountNameX_BalanceCell=Sheet1!AccountName X_BalanceCell-Row B

Not working, seems to think it is circular.

Do I need some intermediary step?

Also *ideally* I could use the date row to keep a running sum of each week's
total automatically.

Any thoughts appreciated.