Maybe there’s already a thread on this — I poked around to try to find it and wasn’t able to.
I’ve created my own sort of splitter, as I have 3 main buckets: 100% mine, 66% mine, and 50% mine. I assume I don’t want to mess with the import column from my accounts, but I now have a column to indicate split type and then a column for the new total that should apply to my budgets and expense totals. Is there a way to have the other sheets pull from the post-split column rather than the account-import column?
That is a tough one. I don’t know off the top of my head how you could accomplish this. As far as I know all the sheets are based on the amount imported. I think you would have to modify each of your templates to use the new amount. An alternate solution, which probably isn’t what you want, but to split the transactions themselves so that the split amount is used in your budget, and the remaining amounts would be categorized as a hidden category. You would have the amounts and splits there for reference, but the amount that doesn’t apply to your budget is hidden.
If you look at hidden columns in most sheets, they contain helper data. There is a standard for referencing columns in most sheets to make it dynamic and always find the referenced column.
If this new post split column is on your transactions sheet, find the helper data columns in the sheets you want to use the post split amount with (hidden to the right) and change the amount column reference to the new name of your post split column in the reference table of that helper data. Do it on every sheet you want to use with the split amount.
I would make a backup copy of my workbook first just in case something goes wrong.
