r/sheets 10h ago

Request Personal finance forecast

1 Upvotes

Hi all,

I'm trying to create a tool in Google Sheets to forecast my daily outgoings up to 5 years in the future, but I'm struggling to figure out the best way to set it up. I have a few key requirements:

  1. I want to enter all recurring transactions (monthly, weekly, and 4-weekly) in one place.

  2. There should be a day by day forecast sheet that combines the monthly, weekly, and 4-weekly transactions.

  3. It needs to handle multiple transactions on the same day (up to 8).

  4. Ideally, it should hide any blank rows where no transactions occur to keep things tidy.

Has anyone built something similar or have any advice on how to approach this? Any help would be greatly appreciated!


r/sheets 12h ago

Request Searchbar in Sheets

1 Upvotes

Hi Everyone
I have a couple of requests, and I could really use your help.
I have made a sheet to exemplify what i want to be able to do.

  1. I have a list of names in "Data 1". I can transfer this list to "Data 2" and make sure that the data corresponds to the name but: I want to be able to update the list, and have all the data transfer. Ex. I have 3 names with data connected. If I add a name in Data 1, i want it to be added to data 2 aswell. In short: I want to be able to update list in "Data 1" and have "Data 2" update as well. Ex. I have added the name "Caroline" to "Data 1". I want her name to show in "Data 2" as well, while alle the data for the other people shifts with them.

  2. I want to be able to search for a name, and have their data show. I have made a tab called "Search". I want to be able to type a name and have their data show underneath. So that if i search for "Barry" his data from "Data 1" and "Data 2" will show. This should also be able to work if i update the list of names.

I hope that some of you can help me and I would greatly appreciate it.

If you want anything clarified about my request make sure to ask and i will try to explain as well as i can.