Without seeing Your the latest version, I could write that I would do 'some' parts other way.
Would those make any improve - only You could know after testing.
Those needs new Transactions as I've written few times
as well as
to know - what do You really need?
I tested to do something ... again.
#1 Below ALL is ? : can compare those two sheets IDs
#2 ALL and yellow- & green-cells are still 'filtering'-buttons
#3 While add new transactions the code will check Your rules from right side table.
If rule has checked then those cell will highlite with light green.
If those two cell would need to fix - that will be automatic ... no need dropdowns.
#4 There is 'manual' [ Transaction & Rules ] -button - it will do same as Activating Notes-sheet
Because, I have only that data, I could test only some features.
Maybe one day, I'll get answers.
JenniferS DropDows ... in which file?
> if You're using my older file - then those dropdown's won't work as You've written much later.
> there is part of code, which do those.
>>> but as written with my previous reply, there is different case - why needs those dropdown's at all?
Your The attached version has all correct transactions...
I'm have no use with file, which both sheets has same transactions.
... I surprised myself and I added from Your latest file those seven new transactions to this file
>> next I selected Notes-sheet ... and for my eyes - it seems to work.
Seems You've downloaded my the latest sample.
Maybe Your comments would come later ...
You sent copy of Your own file. Is it okay?
I compared with my previous file - looks same.
What conflict? ... I didn't notice that.
With which file do You have challenges?
When I used Sync I had duplicate accounts by their coding not sure why.
As You have skipped to update my codes to Your version,
there are challenges as I've tried to write many times.
Your I am not sure why. ... won't give any hints.
I attached this file which I used formulas to identify any differences that may occur between the tables for Transaction_IDs. See columns P and Q of Transactions sheet. I temporarily replaced the IDs to test. At this point there are no differences.
Hopefully differences do not occur in the future this is just a cross checking.
Older code do less checking - that's why faster --- where hurry?
... and You've ... or have You give any details --- what errors or issues?
Situation is same
... if You'll close both of Your eyes now ... and You'll continue reading.
You won't know - how this writing ends?
The issues I have there seems to be conflict with your new code and the external code by the Plaid Sync. I get each account twice so there are duplicate transactions. I don't know why this is. I went back to older workbook and there are not any duplicate accounts or transactions. Ran the Sync code multiple times and the older workbook does not have any duplicates.
So for this reason I need to use the older code and use the formulas to track if there are any Transaction_IDs that are not common to both tables.
Can you please understand that I mean no harm or in any way be negative to new ideas? I just want a stable and reliable workbook for my budgeting purposes.
I understand that and
It's Your choice - which code do You use.
I cannot change ... test ... anything based indication like seems.
Without answers ... without data, which can show something ... it's hopeless to modify anything.