I thought it might be fun to build a personal finance spreadsheet live so you can see how the sausage is made. In the video below, I build an expense-by-description visualization (per a recent user request).
This tutorial will show you how to start with our new sample Transactions & Balance History dataset, use the
QUERY() function on the Transactions sheet, and build dynamic column references so your templates can be shared with other users.
The (finished) project I built in the video is available for you to play with here.