Simple Tracker for Bank and Credit Account Balances

TomH2020 · March 7, 2025, 4:39pm

Trying to make a simple tracker for current balances at bank and on credit cards. Cell B2 will show current Bank Balance as of date entered into cell E2. In cell G1, where the word SORT appears, will be button that will activate a sort of the sheet based on data in column A. Those are the specific cells I need help with. Thank you in advance for your input and direction. If you would be willing to help, please advise and I will get a copy of my work to date to you.

I will try to explain further …
Col A (r8:-r5000)= transaction date
Col b (R8-r5000)= Transaction amount
Cell B2 = current Balance as of date entered in Cell E2
Cell G1 = Button triggering a sort of Col A in date order, low to hi.

The way I see this working, but I do not know how to make to work like this, is …
Button on G1 to sort sheet by Col A, assending order …
Enter a date into E2 …
Cell B2 would sum Col B (r8 thru row of E2 in Col A) and display result in cell B2

Easy peasy … yeh right … too much for my simple mind to do … help please.

EarnestAl · March 8, 2025, 2:00am

Might be easiest to just add a pivot table.
Otherwise there are a number of extensions that might be helpful, Extensions » Libreoffice Extensions

Villeroy · March 8, 2025, 9:28am

ask119198.ods (63.7 KB)

Add a button to an existing toolbar or create a new toolbar with a button triggering command “Refresh Range”.
For a push button, the following macro refreshes the database range “Data”:

Sub refresh_Data()
ThisComponent.DatabaseRanges.getByName("Data").refresh()
End Sub

Sorry, I got the sort order wrong. Call Data>Sort… and sort the database range in ascending order. Then remove the -1 from the formula in H2.