@heather - thanks for the post about how to track cash - I particularly liked the post about entering cash expenditures using a form.
I wanted a way to avoid the need to copy transaction details to the transactions tab from the tab that collects the data entered into the form.
The solution I am trialing is to create a dynamic array at the bottom of the transactions tab using the following formula:
=ARRAYFORMULA(Form_Responses[[Date]:[Account]])
This is what it looks like when it populates dynamically with no transactions:
I used a form to create four “dummy entries” - two for each cash account (we have two cash accounts in our household). I set the values so they net out to zero and the transaction date so that it’s sufficiently old that it’s guaranteed to be the oldest in the transactions tab. I set the category to transfer and then I created an empty row.
Then I set the category filter to select for only (Blanks)
Which means that it only shows transactions that have not been categorized
This is what the transactions tab looks like once the transaction has been categorized:
