Shows the total amount, for each of your categories, over any timeframe. Values are conditionally formatted relative to other months in that category, making it easy to identify lower and higher spending.
I wanted a way to see at a glance, with minimal input, how any category is trending. With this template, you can see ALL categories for ALL time.
Install the template from the Tiller Community Solutions Add-on.
Transactions sheet must be sorted reverse chronologically (as is default). Category columns will maintain the order from your Categories sheet. Hidden categories are excluded.
Simply select a timeframe using the RANGE dropdown.
Cells are conditionally formatted relative to visible cells in the same column. You may adjust the cutoffs using the “%” inputs at the top.
You’re free to copy, use, and modify this template. I would appreciate an acknowledgement if you do so.
The formulas easily handle a matrix of 120 months (10 years) and 50 categories, pulling from a 10k-line transaction history.
The colors in the percentile input section are just for reference. Review Conditional Formatting rules to adjust colors.
Questions and Feedback
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