I really like the Spending Trends 2.0 template. On the “Simple Transaction Lookup” portion, it would be ideal if I could include one additional column from the Transaction sheet (I have a short custom text column that provides more detail on the transactions). I determined where I can define the location of the custom column/data on the Transaction sheet (in columns V-Y of Spending Trends), but I cannot figure out how the transaction columns & transactions get written to the sheet. I’m sure it’s fundamental, but I’ve never gone that deep. Anybody know how? Thanks in advance if you can help.
The information is filled in with the formula in B26. If you insert a new column after G and put the name of the column in it, then update the formula in B26, by copying this into the formula (just add it where you want the column. Make sure you have a comma after the last index formula before this one, and it should update the lookup. Make sure you change where I wrote custom column from transactions to be the column name you need. When I tested it it worked without breaking anything.
INDEX(INDIRECT("Transactions!A2:AA"),0,MATCH("Custom column from transactions",Transactions!1:1,0))
Or, if you want you can just replace one of the things being looked up if you don’t need it; I don’t need the institution, so I could just change institution to tags or whatever I wanted to add.
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Wow! That was easy. Thank you.
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