This is very similar to my existing Balance History Tracker, however this is tracked on a monthly level.
To install this sheet, go to my Shared Tiller Sheets at Shared Tiller Sheets - Google Sheets
and copy the Monthly Balance Tracker sheet to your own Tiller sheet, by right clicking and copying to your own sheet.
No setup should be required.
This will return the last transaction of the month based on the filters specified.
Is it ok for others to copy, use, and modify your workflow? Yes
Anything else you’d like people to know? Keep in mind that while this will return the last balance for each account in each month, the end date is still important. It doesn’t default to “month” but to the specific date, so if you put an early date in your end date, you will miss a later balance that came in.
Optionally, add common questions and answers…