Trying to Figure Out a Better Way to Setup My Dataset

Hi Edward,

I'd have only 4 columns in a table: Date, Fund, Project and Amount. If you are adding dollars they would be put in as Positive numbers and Projects would be negative numbers. Then you could do a pivot table or even a filtered table and they would sum to the Amount Left.

Learn a bit more about Pivot Tables and the Refresh ability. Also I'd use a Dynamic Named Range for my pivot so you could simply add rows on the bottom of your data and it would include them.

I'd also use exact dates for project transactions as Pivot tables can deal with those very well.

https://www.ablebits.com/office-addi...c-named-range/

https://www.excel-easy.com/data-****...ot-tables.html

Marv