Budget Automation

1Option Explicit
2 
3' Budget Automation — categorise transactions and refresh the dashboard.
4' Attach this Sub to a button on the "Dashboard" sheet.
5 
6Public Sub RefreshBudget()
7    Dim wsData As Worksheet, wsDash As Worksheet
8    Dim lastRow As Long, i As Long
9    Dim category As String, amount As Currency
10 
11    On Error GoTo Fail
12    Application.ScreenUpdating = False
13 
14    Set wsData = ThisWorkbook.Worksheets("Transactions")
15    Set wsDash = ThisWorkbook.Worksheets("Dashboard")
16 
17    lastRow = wsData.Cells(wsData.Rows.Count, "A").End(xlUp).Row
18 
19    ' Reset totals block
20    wsDash.Range("B4:B20").ClearContents
21 
22    For i = 2 To lastRow
23        category = CStr(wsData.Cells(i, "C").Value)
24        amount = CCur(wsData.Cells(i, "D").Value)
25        Call AddToCategory(wsDash, category, amount)
26    Next i
27 
28    Call RecalculateSavingsGoals(wsDash)
29    Call UpdateTrendChart(wsDash)
30 
31    Application.ScreenUpdating = True
32    MsgBox "Budget refreshed successfully.", vbInformation
33    Exit Sub
34Fail:
35    Application.ScreenUpdating = True
36    MsgBox "Refresh failed: " & Err.Description, vbCritical
37End Sub
38 
39Private Sub AddToCategory(ws As Worksheet, category As String, amount As Currency)
40    Dim r As Range
41    Set r = ws.Range("A4:A20").Find(What:=category, LookAt:=xlWhole)
42    If Not r Is Nothing Then
43        r.Offset(0, 1).Value = r.Offset(0, 1).Value + amount
44    End If
45End Sub