list formula

[Ev1lZer0]

I am hoping to generate a list that would list out every instance of a certain category across multiple sheets.

I am running a spreadsheet that has 12 sheets (one for each month) and I am hoping to have a 13th page that would list out every expense on that spreadsheet sorted by category. Each instance would have to list a range as i would want to know the card used, date it happened, description, category and cost. all of which is manually input by me. I would also want this list to update as i input more information. either automatically or right-clicking ans selecting update would work. I'm open to pivot tables if that's that best solution and if they work across multiple sheets, im also open to a list formula or other options i haven't considered.

This may not be explained well, and I may need to answer some questions to get what I want. I have listed two examples, and these appear exactly the same on every page. I have also included a list of categories i use.

Credit Card
Credit Card	Date	Description	Category	Amount
Double Cash	1/1/2023	God Squad Church	Charitable Giving: Tithe	$102.50
Costco	1/2/2023	Twitch	Charitable Giving: Tithe	$10.82
Costco	1/5/2023	CC Payment - Costco		$827.18
Costco	1/7/2023	Walmart	Groceries	$16.61
Costco	1/7/2023	Walmart	Groceries	$60.60
Costco	1/7/2023	Costco	Groceries	$1.62
Double Cash	1/8/2023	Tickets: Cubs/Mariners	Savings: Travel / Vacations	$76.00
Costco	1/8/2023	Ay Caramba	Groceries	$9.47
Amazon	1/9/2023	Amazon - Laundry Bags	Groceries	$8.97
Amazon	1/11/2023	Amazon - Card Sleevs	Allowance: Johns	$16.19
Amazon	1/14/2023	Crystal Light	Groceries	$29.41
Double Cash	1/15/2023	CC Payment - Double		$1,565.15
Amazon	1/15/2023	CC Payment - Amazon		$186.74
Amazon	1/17/2023	Christmas Lights	Savings: Christmas Decor	$37.91
Amazon	1/18/2023	Food Saver Bags	Groceries	$21.17
Costco	1/12/2023	Costco	Groceries	$82.05
Costco	1/17/2023	Red Robbin	Dating & Entertainment	$41.52
Costco	1/19/2023	SQ Coffee	Charitable Giving: Blessing Money	$6.50
Costco	1/19/2023	Costco Gas	Vehicle: Fuel	$51.41
Costco	1/21/2023	Wrays	Groceries	$0.38
Costco	1/12/2023	Costco	Groceries	$10.77
Costco	1/25/2023	CC Payment - Costco		$432.73
Double Cash	1/15/2023	nteract Ministries	Charitable Giving: Offerings & Missions	$30.00
Double Cash	1/15/2023	HYTTOUBN	Charitable Giving: Blessing Money	$104.00
Double Cash	1/18/2023	LH Atlanta	Charitable Giving: Blessing Money	$54.14
Double Cash	1/19/2023	Etsy	Savings: Baby	$14.80
Double Cash	1/19/2023	Spectrum	Household: Utilities: Spectrum	$54.99
Double Cash	1/19/2023	Studio E	Hair Cut	$39.10
Double Cash	1/20/2023	NWMN	Charitable Giving: Tithe	$280.00
Double Cash	1/20/2023	Stone Church	Charitable Giving: Tithe	$102.20
Double Cash	1/20/2023	AG - Dues	Charitable Giving: Tithe	$25.00
Double Cash	1/21/2023	Jewlers Mutual	Expense: AFL ($180), Costco ($65), Amazon ($130), Ring ($65), & Ring Ins. ($50), Keeper ($38), iCloud ($36)	$47.00
Double Cash	1/21/2023	Steins - Door lock & Sprinkler Timer	New Home	$111.33
Double Cash	1/21/2023	Ace - Trager drip Trays	Groceries	$42.05
Amazon	1/25/2023	CC Payment - Amazon		$88.49
Double Cash	1/25/2023	Integrity Inspections	New Home	$525.00
Amazon	1/31/2023	Movie Rental	Dating & Entertainment	$6.49
Double Cash	1/27/2023	Isagenix	Groceries	$609.28
Costco	1/24/2023	DQ	Dating & Entertainment	$7.13
Costco	1/26/2023	Apple Music	Dating & Entertainment	$12.34
Costco	1/26/2023	Apple Music	Groceries	$12.34
Costco	1/28/2023	Wrays	Groceries	$13.02

Debit Card
Notes	Account	Date	Description	Category	Transfer Funds	Amount $$$
	Chase	1/13/2022	Expense: AFL ($180), Costco ($65), Amazon ($130), Ring ($65), & Ring Ins. ($50), Keeper ($38), iCloud ($36)		Chase Savings	$50.00
	Chase	1/13/2022	Expense: Car Insurance		Chase Savings	$85.00
	Chase	1/13/2022	Expense: Home Insurance		Chase Savings	$95.00
	Chase	1/13/2022	Expense: Household: Property Tax		Chase Savings	$310.00
	Chase	1/13/2022	Savings: Travel / Vacations		Chase Savings	$350.00
	Chase	1/13/2022	Savings: General		Chase Savings	$857.00
	Chase	1/13/2022	Baby		Chase Savings	$300.00
	Chase	1/13/2022	Investments		Chase Savings	$300.00
	Chase	1/3/2023	Erin's December Tithe			$335.14
	Chase	1/3/2023	Tickets MLB		Chase Savings	$29.05
	Chase	1/5/2023	Mortgae	Household: Mortgage		$1,436.81
	Chase	1/5/2023	CC Payment - Costco			$827.18
	Chase	1/5/2023	Cascade Gas	Household: Utilities: Cascade Natural Gas		$128.41
$1,547.04	Chase	1/10/2023	YC Payroll - Erin			$1,211.06
$2,646.17	Chase	1/10/2023	YC Payroll - John			$2,056.52
	Chase	1/13/2023	Tickets Mariner/Cubs		Chase Savings	$76.00
	Chase	1/13/2023	Savings: Christmas Decor		Chase Savings	$40.00
	Chase	1/15/2023	CC Payment - Double			$1,565.15
	Chase	1/15/2023	CC Payment - Amazon			$186.74
	Chase	1/17/2023	Wise	Charitable Giving: Offerings & Missions		$30.00
	Chase	1/18/2023	Apple Cash - Erins Décor	Allowance: Erins		$48.00
	Chase	1/18/2023	Pacific Power	Household: Utilities: Pacific Power		$85.81
	Chase	1/20/2023	Zelle	Phone		$44.28
	Chase	1/23/2023	Christmas Lights		Chase Savings	$37.91
	Chase	1/23/2023	Ring Ins & Baby Announcement		Chase Savings	$61.80
Check # 2019	Chase	1/23/2023	Escrow for 4406	New Home		$7,000.00
	Chase	1/23/2023	Escrow for 4406		Chase Savings	$7,000.00
	Chase	1/24/2023	Interest			$0.03
	Chase	1/25/2023	CC Payment - Costco			$432.73
	Chase	1/25/2023	CC Payment - Amazon			$88.49
1589.6	Chase	1/25/2023	YC Payroll - Erin			$1,251.37
2674.4	Chase	1/25/2023	YC Payroll - John			$2,077.38
	Chase	1/25/2023	YC Reimbursment - mialage			$30.63
	Chase	1/25/2023	Student Loans			$60.00
Check # 2020	Chase Savings	1/26/2023	Savings Transfer		Morgan	$1,000.00
	Chase Savings	1/26/2023		Savings: General		$0.83
	Chase	1/27/2023	Verizon	Phone		$290.29
	Morgan	1/31/2023	Interest			$0.64

Category
Allowance: Erins
Allowance: Johns
ATM Fees & Other Fees
Charitable Giving: Blessing Money
Charitable Giving: Offerings & Missions
Charitable Giving: Tithe
Clothing: Erins
Clothing: Johns
Dating & Entertainment
Expense: AFL ($180), Costco ($65), Amazon ($130), Ring ($65), & Ring Ins. ($50), Keeper ($38), iCloud ($36)
Expense: Car Insurance
Expense: Home Insurance
Expense: Household: Property Tax
Fitness
Gifts
Groceries
Hair Cut
Household: Décor
Household: Small Appliances
Household: Furnishings
Household: Home Improvement
Household: Mortgage
Household: Utilities: Cascade Natural Gas
Household: Utilities: Nob Hill Water
Household: Utilities: Pacific Power
Household: Utilities: Spectrum
Household: Utilities: Yakima Waste
Medical
New Home
Personal Enrichment
Phone
Savings: Christmas Decor
Savings: General
Savings: Travel / Vacations
Student Loans
Vehicle: Erins Car Maintenance
Vehicle: Fuel
Savings: Baby
Savings: Investments

 

[Ev1lZer0]

Unfortunately, I think were speaking different languages.

When you gave me the formula above, you mentioned that I would need to change it to reflect the names of my worksheets. but what you just said does not make sense.

Sorry, I'm not trying to be rude, I am just so utterly lost at this point.

 

[awoohaw]

Ev1lZer0.xlsm
	A
1	1. You are not rude, you're trying to solve a problem.
2	2. You do not specifically give how you have named your 12 monthly sheets. I am guessing.
3	3. I suggested using VSTACK to vertically concatenate similar columns.
4	4. Because Credit and Debit sheets have differen columns, you MUST separate the CREDIT and DEBIT for each month 12 * 2 (24 sheets)
5	5. Grouping Sheets in formulas is possible, but the sheets must be in consecutive order at the bottom of the tabs.
6	6. The VSTACK formulas I gave, only answer 1/3 of your question. It does nothing for getting your data out. It just organizes everthing for better reporting.
Sheet2

Ev1lZer0.xlsm
	A	B	C	D	E	F	G	H	I	J	K	L	M
8	My guess as to your worksheet names:	JAN23	FEB23	MAR23	APR23	MAY23	JUN23	JUL23	AUG23	SEP23	OCT23	NOV23	DEC23
9	To create the credit card tab	CRDJAN23	CRDFEB23	CRDMAR23	CRDAPR23	CRDMAY23	CRDJUN23	CRDJUL23	CRDAUG23	CRDSEP23	CRDOCT23	CRDNOV23	CRDDEC23
10	To create the debit card tab	DEBJAN23	DEBFEB23	DEBMAR23	DEBAPR23	DEBMAY23	DEBJUN23	DEBJUL23	DEBAUG23	DEBSEP23	DEBOCT23	DEBNOV23	DEBDEC23
Sheet2

 

[Ev1lZer0]

currently, this is what I'm working with:

It works but it's extremely bulky.

Obviously, each column is far longer, but it's just spill from each formula.

I also created a new label for each category.

This is working exactly how I want it to, but I'm wondering about how I can make it so that each new category is underneath the previous category shifting down each time to allow for more spilling.

Finances 2023.xlsx
	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O	P	Q	R	S	T	U	V	W	X	Y	Z	AA	AB	AC	AD	AE	AF	AG	AH	AI	AJ	AK	AL	AM	AN	AO	AP	AQ	AR	AS	AT	AU	AV	AW	AX	AY	AZ	BA	BB	BC	BD	BE	BF	BG	BH	BI	BJ	BK	BL	BM	BN	BO	BP	BQ	BR	BS	BT	BU	BV	BW	BX	BY	BZ	CA	CB	CC	CD	CE	CF	CG	CH	CI	CJ	CK	CL	CM	CN	CO	CP	CQ	CR	CS	CT	CU	CV	CW	CX	CY	CZ	DA	DB	DC	DD	DE	DF	DG	DH	DI	DJ	DK	DL	DM	DN	DO	DP	DQ	DR	DS	DT	DU	DV	DW	DX	DY	DZ	EA	EB	EC	ED	EE	EF	EG	EH	EI	EJ	EK	EL	EM	EN	EO	EP	EQ	ER	ES	ET	EU	EV	EW	EX	EY	EZ	FA	FB	FC	FD	FE	FF	FG	FH	FI	FJ	FK	FL	FM	FN	FO	FP	FQ	FR	FS	FT	FU	FV	FW	FX	FY	FZ	GA	GB	GC	GD	GE	GF	GG	GH	GI	GJ	GK	GL	GM	GN	GO	GP	GQ	GR	GS	GT	GU	GV	GW	GX	GY	GZ	HA	HB	HC	HD	HE	HF	HG	HH	HI	HJ	HK	HL	HM	HN	HO	HP	HQ	HR	HS	HT	HU	HV	HW	HX	HY	HZ	IA	IB	IC	ID	IE	IF	IG	IH	II	IJ	IK	IL	IM	IN	IO	IP	IQ	IR	IS	IT	IU	IV	IW	IX	IY	IZ	JA	JB	JC	JD	JE	JF	JG	JH	JI	JJ	JK	JL	JM	JN	JO	JP	JQ	JR	JS	JT
1	Double Cash	44927	God Squad Church	Charitable Giving: Tithe	-102.5	#N/A			Gifts							Allowance: Erins							Allowance: Johns							ATM Fees & Other Fees							Charitable Giving: Blessing Money							Charitable Giving: Offerings & Missions							Charitable Giving: Tithe							Clothing: Erins							Clothing: Johns							Dating & Entertainment							Expense: AFL ($180), Costco ($65), Amazon ($130), Ring ($65), & Ring Ins. ($50), Keeper ($38), iCloud ($36)							Expense: Car Insurance							Expense: Home Insurance							Expense: Household: Property Tax							Fitness							Groceries							Hair Cut							Household: Décor							Household: Small Appliances							Household: Furnishings							Household: Home Improvement							Household: Mortgage							Household: Utilities: Cascade Natural Gas							Household: Utilities: Nob Hill Water							Household: Utilities: Pacific Power							Household: Utilities: Spectrum							Household: Utilities: Yakima Waste							Medical							New Home							Personal Enrichment							Phone							Savings: Christmas Decor							Savings: General							Savings: Travel / Vacations							Student Loans							Vehicle: Erins Car Maintenance							Vehicle: Fuel							Savings: Baby							Savings: Investments
2	Costco	44928	Twitch	Charitable Giving: Tithe	-10.82	#N/A			Chase	44929	Tickets MLB	gifts	Chase Savings	29.05		Chase	44944	Apple Cash - Erins Décor	Allowance: Erins	0	-48		Amazon	44937	Amazon - Card Sleevs	Allowance: Johns	-16.19	#N/A		Double Cash	45007	Travelers House Reimburse	ATM Fees & Other Fees	171	#N/A		Costco	44945	SQ Coffee	Charitable Giving: Blessing Money	-6.5	#N/A		Double Cash	44941	nteract Ministries	Charitable Giving: Offerings & Missions	-30	#N/A		Double Cash	44927	God Squad Church	Charitable Giving: Tithe	-102.5	#N/A		#CALC!							Costco	44989	Americain Eagle - Underware	Clothing: Johns	-88.11	#N/A		Costco	44943	Red Robbin	Dating & Entertainment	-41.52	#N/A		Double Cash	44947	Jewlers Mutual	Expense: AFL ($180), Costco ($65), Amazon ($130), Ring ($65), & Ring Ins. ($50), Keeper ($38), iCloud ($36)	-47	#N/A		#CALC!							#CALC!							#CALC!							Amazon	44962	Amazon: Neoprene Weights	Fitness	-35.61	#N/A		Costco	44933	Walmart	Groceries	-16.61	#N/A		Double Cash	44945	Studio E	Hair Cut	-39.1	#N/A		Costco	45004	Target	Household: Décor	-151.62	#N/A		#CALC!							#CALC!							Double Cash	44994	U-haul	Household: Home Improvement	-89.07	#N/A		Chase	44931	Mortgae	Household: Mortgage	0	-1436.81		Chase	44931	Cascade Gas	Household: Utilities: Cascade Natural Gas	0	-128.41		Chase	44974	Nob Hill Water	Household: Utilities: Nob Hill Water	0	-57.73		Chase	44944	Pacific Power	Household: Utilities: Pacific Power	0	-85.81		Double Cash	44945	Spectrum	Household: Utilities: Spectrum	-54.99	#N/A		Double Cash	44972	City Of Yakima	Household: Utilities: Yakima Waste	-123.04	#N/A		#CALC!							Double Cash	44947	Steins - Door lock & Sprinkler Timer	New Home	-111.33	#N/A		#CALC!							Chase	44946	Zelle	Phone	0	44.28		Amazon	44943	Christmas Lights	Savings: Christmas Decor	-37.91	#N/A		Chase Savings	44952	0	Savings: General	0	0.83		Double Cash	44934	Tickets: Cubs/Mariners	Savings: Travel / Vacations	-76	#N/A		Chase	44979	Student Loans	Student Loans	0	-60		Double Cash	44966	Splash	Vehicle: Erins Car Maintenance	-20	#N/A		Costco	44945	Costco Gas	Vehicle: Fuel	-51.41	#N/A		Double Cash	44945	Etsy	Savings: Baby	-14.8	#N/A		#CALC!
3	Costco	44931	CC Payment - Costco	0	827.18	#N/A			Amazon	44966	Amazon: Keziah Baby Shower	Gifts	-57.03	#N/A		Double Cash	0	Prolmage Sports	Allowance: Erins	-8.81	#N/A		Costco	44973	Kick Starter	Allowance: Johns	-49	#N/A		Chase	45034	Income Taxes	ATM Fees & Other Fees	0	-3723		Double Cash	44941	HYTTOUBN	Charitable Giving: Blessing Money	-104	#N/A		Chase	44943	Wise	Charitable Giving: Offerings & Missions	0	-30		Costco	44928	Twitch	Charitable Giving: Tithe	-10.82	#N/A																Amazon	44957	Movie Rental	Dating & Entertainment	-6.49	#N/A																																					Costco	44933	Walmart	Groceries	-60.6	#N/A		Double Cash	44979	Style House - Hair Cut	Hair Cut	-135	#N/A		Costco	0	Williams Sanoma	Household: Décor	-16.99	#N/A																Costco	44996	FM Fuel	Household: Home Improvement	-99.01	#N/A		Chase	44963	Mortgae	Household: Mortgage	0	-1436.81		Chase	44963	Cascade Natural Gas	Household: Utilities: Cascade Natural Gas	0	-153.3		Chase	45036	Nob Hill Water	Household: Utilities: Nob Hill Water	0	-57.73		Chase	44973	Pacific Power	Household: Utilities: Pacific Power	0	-93.9		Double Cash	44976	Spectrum	Household: Utilities: Spectrum	-54.99	#N/A		Double Cash	45014	City of Yakima	Household: Utilities: Yakima Waste	-106	#N/A									Double Cash	44951	Integrity Inspections	New Home	-525	#N/A									Chase	44953	Verizon	Phone	0	-290.29									Chase Savings	44981	Interest payment	Savings: General	0	0.62		Costco	34	SQ Peoria AZ	Savings: Travel / Vacations	-8.73	#N/A		Chase	45034	Student Loan	Student Loans	0	-60		Double Cash	44999	Splash	Vehicle: Erins Car Maintenance	-20	#N/A		Costco	44966	Costco	Vehicle: Fuel	-42.94	#N/A		Amazon	45000	Amazon - Baby Stroller/Car Seat	Savings: Baby	-324.89	#N/A
4	Costco	44933	Walmart	Groceries	-16.61	#N/A			Costco	44980	Best Buy	Gifts	-90	#N/A									Costco	44999	KFC	Allowance: Johns	-5.42	#N/A		Chase Savings	45033	ATM W/D replenish home cash	ATM Fees & Other Fees	0	-585		Double Cash	44944	LH Atlanta	Charitable Giving: Blessing Money	54.14	#N/A		Double Cash	44972	Interact Ministries	Charitable Giving: Offerings & Missions	-30	#N/A		Double Cash	44946	NWMN	Charitable Giving: Tithe	-280	#N/A																Costco	44950	DQ	Dating & Entertainment	-7.13	#N/A																																					Costco	44933	Costco	Groceries	-1.62	#N/A		Double Cash	45006	Studio E Barber shop	Hair Cut	-40.8	#N/A																							Costco	44996	Chevron	Household: Home Improvement	-50.33	#N/A									Chase	44993	Cascade Natural Gas	Household: Utilities: Cascade Natural Gas	0	-106.3									Chase	45002	Pacific Power	Household: Utilities: Pacific Power	0	-79.36		Double Cash	45035	Spectrum	Household: Utilities: Spectrum	-75.57	#N/A																Chase	44949	Escrow for 4406	New Home	0	-7000									Chase	44979	Zelle - Phone from Becky	Phone	0	44.28									Chase Savings	45008	Interest	Savings: General	0	0.56		Double Cash	44982	Tailwind - Pasco	Savings: Travel / Vacations	-5.41	#N/A																Costco	44999	Costco Gas	Vehicle: Fuel	-37.29	#N/A		Double Cash	45004	Target	Savings: Baby	-123.19	#N/A
5	Costco	44933	Walmart	Groceries	-60.6	#N/A			Costco	44980	Best Buy	Gifts	-90	#N/A									Double Cash	0	Prolmage Sports	Allowance: Johns	-154.34	#N/A									Costco	44973	Tony Big Cheese	Charitable Giving: Blessing Money	-11.66	#N/A		Chase	44973	Wise	Charitable Giving: Offerings & Missions	0	-30		Double Cash	44946	Stone Church	Charitable Giving: Tithe	-102.2	#N/A																Costco	44952	Apple Music	Dating & Entertainment	-12.34	#N/A																																					Costco	44934	Ay Caramba	Groceries	-9.47	#N/A																														Double Cash	44996	Steins Ace - Window frost & Command Stri	Household: Home Improvement	-117.99	#N/A									Chase	45022	Cascade Natural Gas	Household: Utilities: Cascade Natural Gas	0	-92.48									Chase	45037	Pacific Power	Household: Utilities: Pacific Power	0	-58.53																							Amazon	44962	Ring Floodlights	New Home	-175.44	#N/A									Chase	44984	Verizon	Phone	0	-290.36																Costco	44982	Qdoba	Savings: Travel / Vacations	-32.59	#N/A																Costco	45008	Wheeler Kyle Corner	Vehicle: Fuel	-20.59	#N/A		Chase	45005	Apple Cash - Cody cupcakes	Savings: Baby	0	-30
6	Costco	44933	Costco	Groceries	-1.62	#N/A			Costco	44981	Best Buy	Gifts	-90	#N/A																														Double Cash	45000	Interact Minitries	Charitable Giving: Offerings & Missions	-30	#N/A		Double Cash	44946	AG - Dues	Charitable Giving: Tithe	-25	#N/A																Costco	44968	Kyoto	Dating & Entertainment	-84.96	#N/A																																					Amazon	44935	Amazon - Laundry Bags	Groceries	-8.97	#N/A																														Double Cash	44998	Bemis	Household: Home Improvement	-86.59	#N/A																																																			Double Cash	44968	Steins - Storage Tote	New Home	-27.06	#N/A									Chase	45006	Phone Payment - becky	Phone	0	44.28																Costco	44982	Cibola Vista	Savings: Travel / Vacations	-121.62	#N/A																Costco	0	Costco Gas	Vehicle: Fuel	-62.4	#N/A		Double Cash	45017	Wayfair - Crib	Savings: Baby	-227.42	#N/A
Summary

Cell Formulas
Range	Formula
A1:F440	A1	=VSTACK('Jan23'!A3:E44,'Jan23'!I3:N40,'Feb23'!A3:E59,'Feb23'!I3:N35,'Mar23'!A3:E107,'Mar23'!I3:N43,'Apr23'!A3:E85,'Apr23'!I3:N43)
I2:N11	I2	=FILTER(A1:F3000,I$1=D1:D3000)
P2:U3	P2	=FILTER($A$1:$F$3000,P$1=$D$1:$D$3000)
W2:AB5,JO2,JH2:JM33,JA2:JF6,IT2:IY3,IM2:IR3,IF2:IK49,HY2:ID4,HR2:HW2,HK2:HP7,HD2,GW2:HB61,GP2,GI2:GN3,GB2:GG4,FU2:FZ5,FN2:FS3,FG2:FL5,EZ2:FE3,ES2:EX16,EL2,EE2,DX2:EC3,DQ2:DV4,DJ2:DO46,DC2:DH2,CV2,CO2,CH2,CA2:CF2,BT2:BY27,BM2:BR2,BF2,AY2:BD27,AR2:AW7,AK2:AP5	W2	=FILTER($A$1:$F$3000,W1=$D$1:$D$3000)
Dynamic array formulas.

 

[awoohaw]

@Ev1lZer0, I know that you want to get to the categories quickly. But, you are putting the cart before the horse.
You can use pivot tables to segregate out to other worksheets your category reports. But first you need to get the data into what is called a "flat file".
Ideally it would be an aggregation of all of your monthly data in to columns like this:
Card Type, Date, Category, Source (Company Name/Source of Deposit), Transaction Descr, Amount, Notes (notes are not easily reportable).
This is 80% of what I was trying to do with the earlier work. After that is done it will be a snap to do your reporting.

Take a look at this youtube video:

 

[Ev1lZer0]

You and this video are so right, I was putting the cart before the horse. and I should've slowed down and learned. I watched a few of her videos and learned about power queries. I ended up converting all my data to tables (as opposed to freeform) and ended up implementing a power that consolidates all the data in my tables and deletes the extra rows I don't need and helps keep the debit card and credit card tables similar. I now have one table that contains all the information from the debit card transactions and the credit card transactions.

This in itself is ultimately what I was looking for. One new table that will update and allows me to sort and filter. But I might take it further with a slicer just for fun.

 

[awoohaw]

@Ev1lZer0 , when I first saw that you marked the post with the video link I was thinking how can a Link be a solution. But, your comments affirm that it put you toward the path of a solution and better excel spreadsheeting. I am very pleased this worked out for you.

Best wishes!