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Personal_Wealth_Manager_Updated.xlsm 338.0 KB
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August 5, 2024

Personal Wealth Manager Update [Gold & Silver]

In this week’s Feature, Fix, or Focus, we take last week’s Personal Wealth Manager training.

Here's the list of updates I made for this training:

· Refresh Recent Transactions on sheet Activate requested by @Bharathkumar-hv7if

· Added Date Picker To Transaction Form added by Randy Austin

· Added Dynamic Transaction Search & Filter added by Randy Austin

· Added Type To Transaction Column added by Randy Austin

· Double Click To Open Transaction added by Randy Austin

Please don’t forget to add your requests for your own Feature, Fix or Focus each week when I post a new video, right here on Patreon. Each week I will either add a new feature, fix a bug or an issue, or create another training with a special focus on any part, all based on your feedback and comments.