How can I combine the 'Budget' in categories and compare against actual transactions in a pivot table?

Hi there,

I really enjoy looking at transactions in a pivot table, I have added additional categories that make it easier for my to dissect my transactions. However, I would like to compare the actuals against the budgeted values in the same view, but the budgeted values are in the ‘Categories’ tab, and not in a flat format.

I am trying to effectively transpose the budget values in the categories tab into a flat version to compare against actuals while maintaining the link to the categories value cell, and not actually adding it to the transactions list.

Another challenge is I want the ‘Budget’ value in negatives (currently in positives in the categories tab), so I can offset income against expenses in the pivot

I’d consider just creating a new sheet and writing some simple formulas. The first column could pull from the Categories sheet 1:1. The second column could pull the relevant budget month from the Categories sheet 1:1. The third column could do a SUMIFS with the category name and the date range for each transaction.

1 Like