I’m finding that the Foundation Monthly Budget sheet is difficult to actually track my spending/budget because I have so many rows of Categories that have no Budget or Actual spending for the month. It would be much easier to use this tool if I could somehow hide or not include any category that has a 0 budget and 0 actual value. Can anyone think of a way to do this?
Are you tracking actuals only, or actuals against budgeted amounts? I like the view of the Live Profit & Loss sheet which you can find in the Tiller Community Solutions add on. This will only include categories that have actuals in the displayed year, but it’s only for the actual amounts, not budget and actuals.
That’s a great suggestion, @Caroleen. You could also manually set the Hide dropdown in the Categories sheet. Or you could even make the Hide setting formula driven there (i.e. if the total budget is >0). Of course that will only address zeroed budget aspect… not the zeroed actuals.
There is also a feature request for this very thing here
Would some formula wizadry be possible in the foundation template to accomplish this goal of automatically hiding zeroed actual and/or budgeted amounts for a particular month?