Updating ranges and tables from a data sheet as items are added to the data sheet

[juanzo007]

Hey folks,

I've managed (albeit in probably in an ineloquent way) in my monthly expenses workbook to create a pivot table, and either copy/paste from a sorted data table and created monthly expense sheets (and then copy/paste them vs income)

Is there a way to update the data and then automatically create a new row and update the tables i have on other sheets?

Heres a copy of my sheet ( tried uploading it from my computer, but dont see it down below.

[JeteMc]

My suggestion would be to put all of the expenses in one table (i.e. ExpenseTable) and then use a pivot table to keep up with Medical and Non-Medical expenses.
Note that to display Medical select the slicer option for Medical (this should highlight only the Medical option in the pivot table)
To display Non-Medical clear the selections > Press the Ctrl key > select the slicer option for Medical (this should leave all other options highlighted)
Months may also be chosen using the Data slicer.
The formula for C3:C4 is: =SUMIFS(ExpenseTable[Amount],ExpenseTable[data],B3)
Let us know if you have any questions.

[juanzo007]

great ideas, thank you!

[JeteMc]

You're Welcome and thank you for the feedback. Please take a moment to mark the thread as 'Solved' using the thread tools menu above your first post. I hope that you have a blessed day.

[juanzo007]

You're Welcome and thank you for the feedback. Please take a moment to mark the thread as 'Solved' using the thread tools menu above your first post. I hope that you have a blessed day.

I didn’t realize you had edited my file. I’ll look later but thank you now for it. I’ll mark as solved. Thank you!!