I love this sheet however there is one category (Mortgage) on my instance that isn’t rolling in one of the month’s actuals. My other sheets all show it right so it’s not a transaction sheet issue. any idea?
@edph413 - did you get this figured out? If not, I’d recommend making sure the amount for that transaction is formatted as an amount, Date is formatted as a Date, and so on. Sometimes the formatting may affect the transactions showing up correctly.
I couldn’t get it to work. I wound up creating my own YTD sheet but it’s not as good and automated.