Household Expense Tracker using a Form

[ferrigeu]

hi all
HAPPY NEW YEAR!
i am finally trying to setup a Household Expense Tracker
i have the table with the details i want to track, and i have a form so that data entry is easier.
so far so good
what i am struggling with is to have the entry form have Drop downs for some of the entry items so that there is consistency in the table.
i have look online but ave not found anything that is meeting the above requirements
any hints?
if there is a completed file i would entertain to purchase it
thank you!

 

[zero269]

Hi ferrigeu,

There are a few ways to create drop-down lists in Excel. Perhaps these two Microsoft resources may help:

Create a drop-down list - Microsoft Support

You can insert a drop-down list of valid entries (also called a drop-down menu or drop-down box) in Excel to make data entry easier, or to limit entries to certain items that you define.

support.microsoft.com

Video: Create and manage drop-down lists - Microsoft Support

Training: Watch and learn how to insert a drop-down list in Excel to make data entry easier or to limit cell entries to defined items.

support.microsoft.com

As for the expense tracker... interestingly enough I stumbled on this video (posted 11 days ago):

Hopefully this will serve as a good start. I have a Financial Tracker too which needs some serious overhaul and will be looking at that video + her template to see if it will work for me.

Best regards,