Yearly Budget Grouping of Expenses using Tags instead of Group

Hi All,

Sorry if this is a duplicate question - I searched but couldn’t find anything.

I’m trying to simplify my next year’s yearly budgeting to align with financial advice.

The advice is to allocate all Categories against 4 x “accounts” - Spending (day to day expenses), Bills, Active Lifestyle (holidays, travel etc) and Long Term Savings.

I’ve created tags against each item in my Categories tab, but now I need to modify the Yearly Budget Sheet (I created a duplicate sheet to use for next FY) to refer to these tags, instead of the Group. The outcome being all items are grouped under the 4 x account tags, as opposed to their standard Group.

This will help budget for the 4 x accounts and setup bank accounts/automatic transfers according to budgets.

I tried to pull apart the Yearly Budget but I can’t actually see the formulas being used to create such a work of art??

Any ideas?

Hi All - just an update. I have created a new sheet, and using the 4 x Accounts as the Groups. It’s working ok and simple. :slight_smile:

1 Like

This is definitely the way to go!