Is there an easy way to see all transactions within each budget? I’d like to go to the budgets sheet and click on a specific budget and see a drop down list of all transactions. Or something similar to this. thanks!
Do you mean transactions that have already happened in that category, or transactions that you anticipate to happen in that category?
If it’s the transactions that make up the actual budget then the category rollup report does a good job i use it monthly to make sure that i haven’t fat fingered a categorization and put something in the wrong category, which has happened a decent amount
this is exactly what I was looking for! Thank you!
I was looking for the transactions that already happened, and found that from the other response, but I would love to be able to see transactions that I anticipate for each category. Is there a way to see this? Thanks!
Not currently, but I have something in the works that should help in this area…