I am used to seeing my categories in a certain order, having used Quicken for over 25 years, as well as wanting to see them subtotalled in a specific way, so I am trying to customize the Excel budget template.
On the Budget tab, it seems that it automatically alphabetizes all the categories, and puts the Income type categories at the bottom. I figured out how to add a Group column and use the vlookup to populate it. However, I am not able to change the sort order on the page.
I guess I could do a copy and paste values, negating the formulas in the first 3 columns that pull the category, group, and type over from the Categories tab (since my categories are pretty static), but I would rather not do that if I don’t have to.
What I would like to do is have the income categories at the top, then sort by Group. Any suggestions, other than doing what I mentioned above?