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Need Help in Optimizing Payment Tracker with Trend Visualization

vk7

Member
I've attached an Excel sheet titled 'PMT.xlsx,' which tracks my credit cards and their outstanding balances for each month. The issue I'm facing is that I update the sheet manually after each payment I do monthly, but in doing so, I overwrite the previous month's data. As a result, I lose the history of past payments and can't easily track whether my outstanding balance is increasing or decreasing over time. Any suggestions on how I can improve the structure to better track my payment progress? I'd also appreciate tips on incorporating a simple graph to visualize the upward or downward trend of my outstanding balance over time. Thanks in advance for the help.

Note: I mostly update the columns C3:M7 every month manually.
 

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  • PMT.xlsx
    11.6 KB · Views: 7

vk7

Why do You want to do something ... monthly?
... You could add there more and more months.
... Could You use a table?
If You need to see something monthly, then eg filter it ... have a pivot table.
 
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vk7

Why do You want to do something ... monthly?
... You could add there more and more months.
... Could You use a table?
If You need to see something monthly, then eg filter it ... have a pivot table.
Yeah I never thought this way, will try this out and see how it works.
 
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