I want my dashboard to reflect each category sum automatically. How can I do this?
Here’s a quick formula you can use:
=QUERY(Transactions!D:E,"SELECT D,SUM(E) WHERE D IS NOT NULL GROUP BY D ORDER BY D LABEL SUM(E) 'Sum'")
This assumes that your Categories are in Column D in the Transactions sheet and your Amounts are in Column E in the Transactions sheet.
If your columns are different, change the references to D and E to match your columns.
An English translation of that formula is:
Use the QUERY function on the data in the Transaction sheet in columns D to E.
Then select the Categories in Column D and the Sum of the Amounts in Column E.
Do this only where D is not null, so uncategorized columns are not shown.
Then group the data by category.
Order the result by the Categories in Column D.
Finally label column SUM(E) with the word Sum.
Did that work for you?