Help: Modify the Monthly Budget Template for multiple Users

I am trying to add a filter to the Monthly Budget tab in H4, right below the month, with the goal of only showing the budget and spending for the person selected.

I already added a column on the Transactions tab (S) which I can use to denote who is responsible for a given transaction. I also added this information under the Transactions portion of the Monthly Budget tab (J28:K28).

It seems like this should be a pretty easy update but I’m not sure which formulas would need to be updated to reference H4.

Thanks in advance!

I think you would need to modify the queries in cells K16 and V15.

V15 in particular was what I was looking for and allowed me to make the update I wanted. Thank you!

1 Like