:wave: Hi all I’ve got the Account filter workflow working in excel, and looking to make some changes to it potentialy to get to my desired outcome. I have a seperate sheet called future transactions, in there it looks identical to the transactions sheet, however it’s all my upcoming bill payment…

This is an interesting idea @annaisakiwi ! Hopefully @randy or another builder will get back with some ideas. I’m sure it’s possible, but might be a bit more extensive than the account filter you’re referring to here.

bump - just incase @randy or another builder has some time and ideas for this :slight_smile:

I’m trying to follow along, @annaisakiwi . Is this all correct? You successfully ported a version of the Sheets Account Filter to Excel. You have a Future Transactions sheet that matches the organization of the Transactions sheet but has manually entered upcoming transactions. As the Future Transa…

Thanks Randy - yes the solution that @1Email2RuleThemAll is putting together looks like it will cover what i’m after! @1Email2RuleThemAll do you know when you will be releasing it?

yes that is all correct. I’m currently on parental leave, with my income varing from week to week - so trying to plan out into the future.

I’m excited that the juggernaut planner that @1Email2RuleThemAll is already finding an audience.

@annaisakiwi Unfortunately, so far I have only built this solution in Google Sheets. About 7-8 years ago, Microsoft invalidated my Office key and tried forcing me into an Office365 subscription. I just turned to Sheets at that point and never looked back. So sadly, I don’t currently have access to …

more than happy to have another go at sheets to use this solution - but I may also be able to help you with access to excel if you want :slight_smile: - I have a spare space in my plan. Also very happy to help you with any testing etc :slight_smile:

@annaisakiwi Thanks! I’m kind of taken aback that you’d be willing to try and switch platforms to use it! But I do think it’s truly invaluable. I’ve built a dashboard and a report off of this logic so far, and they are both crucial to my budget workflow. If you’d like to see what’s actually going …

Oh yes please… happy to have a sneak peak before release and give you feedback, do testing :slight_smile: that would be awesome

Filter from 2 tables (Account filter)

Spreadsheets Microsoft Excel

randy June 19, 2023, 10:26pm 6

Also, is it possible this thread has some compelling ideas on how to project expenses and balances?

1 Like

Topic		Replies	Views
Docs: Account Filter (Excel) Excel Templates excel , tcs-account-filter	18	2090	February 24, 2026
Filter accounts in transactions Google Sheets	1	622	July 31, 2022
Separate individual accounts from Transactions sheet Microsoft Excel excel , how-to	6	1311	February 16, 2021
Project Future Account Balances Using Manual Transaction and Statements Features gSheets Templates winning-workflow , tracking	25	2503	July 3, 2022
Docs: Account Filter gSheets Templates google-sheets , tracking , tcs-account-filter , tcs-gallery	3	3997	February 20, 2025

Filter from 2 tables (Account filter)

Related topics