Foundation Template Formulas for Expenses Wrong?

Google Sheets
1

The Expense total number for the month is not correct in the Google Sheets foundation template. It is under reporting my expenses shown further down the page. Do we have to manually change the formulas when we add categories?

I’m not an Excel guru and don’t understand the formulas.

=-sumifs(AG3:AG,AD3:AD,“Expense”,AC3:AC,false)

Any help would be appreciated.

2

Welcome Paul, what sheet are you referring to and what cell contains the formula you are referencing?

Could you provide more info on why you think expenses are under reported? Pictures are always helpful :slight_smile:

3

It looks like the formulas in the foundation sheet are corrupted, the expenses do not add up the total, appears it is not adding in all the expenses to the total cell.

I unlinked that SS and started a new Google sheet and will categorize the expenses again and see if that fixes it. I don’t know what I did to break it.

I’ll let you know if it’s fixed after I update the transactions tab.

Thanks,

Paul

4

In general, the reports like in sheets Spending Trends, Monthly Budget, Yearly Budget shouldn’t be edited, beyond date/range selection typically near the top of the report.

Also, things like Transactions sheet Category not matching Categories sheet Category can cause reports to appear incorrect, but really the source data needs to be corrected.

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5

Hi Mark,
My “issue” with the “Spending Trends” report is the format, not the report itself. I would prefer that the total of a category be on a separate line/column than the sub-category totals. I would like to create a chart with the categories without the sub-categories also showing, or vice-versa. Am I to understand your comment to mean that I should just create a whole new report and format it to my personal desires? Or, that there is a way to edit the existing report format w/o affecting the underlying formulas? Thanks.

6

I’d check the Tiller Community Solutions extension and Show-and-Tell for something that meets your needs.

If you can’t find something there, then you’ll need to either modify something or build your own. This will depend on spreadsheet knowledge. The beauty of spreadsheets is they can be customized to personal preferences, but how easy/if that can be achieved depends on the user’s spreadsheet knowledge.

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