New Transactions From Credit Card and Checking Account sheets.

Hello,

Can there be VBA that will copy and paste new transactions to the Input sheet table from the Credit Card and Checking Account sheets.

These sheets are how they are downloaded in the column arrangements. I wish they had the same order of headings but they don't.

There needs to be checks for duplicates since there will be future transactions added.

I appreciate your help very much,

Billy

Yes I had the transactions but was missing some and had duplicates so I want to start over.

So I will need to get all of them to have a history.

Maybe a highlight rule for same amounts on same dates? Then the user can determine if it is a duplicate.

Will that work?

Thank you

Maybe there can be a date range of transactions to be copied over. The user can look at the last date entry and set the range.

Thank you this is a very good start. The posted should not be used for notes field. I will use the notes field to identify certain transactions.

Debits and Credits are opposite values comparing Checking Account and Credit Card Account.

Would it be better to address this in VBA for the Amount column in the Input sheet or perhaps a formula that will adjust for this?

There were formulas in some of the columns but cleared after code.

Can the code be limited to columns B-G of Input sheet?

Great! I put formulas back and saved as new version. The Amounts column now has formulas.

As the Category is selected the other formulas activate so This Year Analytics have values.

I will do some more testing.

Thank you very much @JohnTopley.

I believe it is working properly now. I will categorize and do some reconciliations of the accounts.

Thank you I will do some testing.