Adding Prior Month Column to the Savings Budget

Google Sheets
2

Good question, @kevinwholland. I worked up a simple solution you can add to your copy…

First, insert a new column to the right of column E.

Second, insert this formula into cell F6:
=E6&upper(text(EOMONTH(BD2,-1)," MMMM"))

Third, insert this formula into cell F8:
=if(M8="Category",if(N8="Expense",-1,1)*sumifs(INDIRECT("Transactions!"&$BD$30&"2:"&$BD$30),INDIRECT("Transactions!"&$BD$29&"2:"&$BD$29),$B8,INDIRECT("Transactions!"&$BD$28&"2:"&$BD$28),">="&(EOMONTH($BD$2,-2)+1),INDIRECT("Transactions!"&$BD$28&"2:"&$BD$28),"<"&(EOMONTH($BD$2,-1)+1)) ,iferror(1/0))

Fourth, expand the formula in cell F8 to the bottom of column F.

Keep in mind that if/when you update or restore your Savings Budget, you will need to reimplement this change— it will be overwritten.

Let me know how this works for you.

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