What is the goal of your workflow? What problem does it solve? How does it help you?
Goal is to be able to pull a Transaction by many different criteria- time period, account, category, account group, category group and be able to summarize and sort by different criteria.
I think (it’s been a while) I started with the Category Tracker Report (Category Tracker Report for Google Sheets), but wanted more flexible…
How did you come up with the idea for your workflow?
Started with the Category Tracker and customized.
What are the sheets included with your template? Does your workflow use any custom scripts or formulas?
Only the 1. There are no custom scripts or formulas.
Is it ok for others to copy, use, and modify your workflow?
Absolutely. Here is the URL Account and Category Tracker
Set up and use
Download and use.
Corner Cases, Error Handling (what should happen ), or Limitations
None that I am aware of.
Enjoy and let me know if you have any questions.