Is there a template that would show monthly expenses by category for say, 12 months?
Hi @bltcfo, is this what you’re looking for?
The Monthly Analysis sheet is also a good one. The Foundation Template has the Yearly Budget sheet that comes out of the box. Lastly, a good ol’ pivot table can do this too
Thank you both! Will play with these two. One other question, is there a way to have these sheets only present expenses (i.e. exclude income items)?
I think I did it, I added the “Type” option to filter for only positive or only negative transactions. Let me know if it works! I threw it together pretty quickly so I wouldn’t be surprised if there are bugs