Hi @mkozlows, welcome! I thought I’d chime in to say that the learning effort will be well worth it because you can fully customize how you want your data to appear. And you can start out simple and grow in complexity as you learn more.
Building off some of the ideas mentioned earlier, I made a copy of the Spending Trends tab in a test sheet of mine to see what it would take to add some columns on the left that simply mirror the Balances in the manner that you suggested.
I highlighted column B, right-clicked and “Insert 1 column left”. I did that 3 times until I had the required room.
In Cell B13, I entered the formula:
This is a quick and easy way to replicate the Assets and Liabilities from the Balances sheet and puts a spacer array in between. The main disadvantage to this approach is that you need to manually size the rows as your accounts change. So here I have it going to row 20, but if you have more accounts and account groupings, you would find yourself having to change this - maybe not that frequently, it depends on your individual situation. But that might be all it takes to get started - then you could take some time and think about how you really want to see it after some usage.
There is a little more complex alternative that would automatically size it by replacing the “20” in the formula with a more dynamic formula that determines the last row in the Balances sheet. It uses the MAP function to grab the maximum row number from the Balances sheet on each side, Assets and Liabilities.
The last challenge here is that the formatting is not pretty. Initially it inherits this from the adjacent columns. This can be cleaned up and automated using Conditional Formatting but would take some more time. It could also just be cleaned up manually.
So you could go for something quick and easy at first and then make it more sophisticated as you go. Maybe that helps. Enjoy getting everything set-up!