Quarterly Expense Summary

[rhowell]

@jennings.lynne

I am wondering if anyone has created a quarterly expense summary sheet

This question prompted me to add an option to summarize spending (and income and budget) by quarters to my Budget Review sheet:

Budget Review sheet - Actual expenses and income, budgets, and transactions list

Overview This sheet provides a summary of past transactions by category by month or quarter, two budget review sections, which compare actuals to budgets, for the year and the month or quarter, and a section to review underlying transactions without leaving the sheet. I’ve long used a pivot table similar to this sheet to review my spending and income and compare it to previous months. This sheet makes it easier to check that I’m within budget and to see the underlying transactions. Year bu…