Need Help Creating a Monthly Credit Card Only Reconciliation Template

Hi @alondc ,
I don’t think there are any templates that match exactly what you are doing. But using some Google Sheet formulas, you should be able to build everything you are looking for.

See this for how to add new automatic columns to your Transaction sheet based on just one formula at the top of the sheet:

You should also look into the SUMIFS() formula in addition to SUMIF().

You might also use the FILTER() function to import the list of expenses that match your criteria.

Hopefully that will get you started.

Jon

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