𝗪𝗜𝗟𝗗𝗘𝗦𝗧 𝗗𝗜𝗦𝗖𝗢𝗨𝗡𝗧 𝗢𝗙 𝗧𝗛𝗘 𝗬𝗘𝗔𝗥 - 𝟲𝟱% 𝗦𝗔𝗩𝗜𝗡𝗚𝗦 𝗙𝗢𝗥 𝗕𝗟𝗔𝗖𝗞 𝗙𝗥𝗜𝗗𝗔𝗬 https://www.excelforfreelancers.com/BFSale2024_YTDesc


In this tutorial I show you how to create your own Personal Wealth Manager complete with the ability to add, update and delete transactions while I design the full dashboard from scratch.


𝗗𝗢𝗪𝗡𝗟𝗢𝗔𝗗 𝗧𝗛𝗜𝗦 𝗪𝗘𝗘𝗞'𝗦 𝗪𝗢𝗥𝗞𝗕𝗢𝗢𝗞 𝗧𝗘𝗠𝗣𝗟𝗔𝗧𝗘 𝗛𝗘𝗥𝗘:
https://www.excelforfreelancers.com/PersnalWealthMgr


GET AN UPDATED TRAINING AND TEMPLATE WITH THE FOLLOWING FEATURES:
• Refresh Recent Transactions on sheet Activate
• Added Date Picker To Transaction Form
• Added Dynamic Transaction Search & Filter
• Added Type To Transaction Column
• Double Click To Open Transaction

FIND THIS UPDATE ON PATREON HERE ► https://www.patreon.com/posts/personal-wealth-109493960


Timestamps:
0:00 – Introduction
0:34 – Overview
5:10 – Designing Main Sheet
57:48 – Click Add New Button
57:58 – Add New Transaction
1:00:47 – Refresh Recent Transactions
1:04:19 – Trans Load
1:07:42 – Trans Save Update
1:15:17 – Change Field
1:19:53 – Trans Delete


#vba #excelvba #Vbaforbeginners #Excelforfreelancers #WealthManager #ManageWealth #AssetsLiablities #NetWorth