Is there a template just to tally transactions by Month and Categories? :wave:

Welcome @tburnettla , there may be but i think your best bet would be to create a pivot table for the data you are looking for. This webinar has some information about pivot tables if you are unsure how to do that.

Tallying transactions by Month and Categories

Google Sheets

randy June 21, 2023, 10:52pm 2

Have you looked at the Yearly Budget? Or the Category Tracker?

Topic		Replies	Views
Newbie question: How do I view all transactions in a category? Google Sheets how-to	8	2254	February 11, 2020
See Totals by Category Google Sheets	5	854	December 29, 2021
Drill Down Spending By Category? (Mint Refugee) Ask Anything	6	309	January 3, 2024
I'm Categorically Confused... Showing Simple Actuals Sheet Ask Anything troubleshooting	11	739	October 14, 2021
Top 10 transactions by category report? Google Sheets	3	346	November 28, 2021

Tallying transactions by Month and Categories

Related Topics