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Categories by Month

Compare spending totals in each of your transaction categories to see your spending trends over any timeframe.

Overview

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.

Installation

Install the template from the Tiller Community Solutions Add-on.

Setup

Transactions sheet must be sorted reverse chronologically (as is default). Category columns will maintain the order from your Categories sheet. Hidden categories are excluded.

Usage

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.

Permissions

You’re free to copy, use, and modify this template. I would appreciate an acknowledgement if you do so.

Notes

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

Share your questions and feedback here in the Tiller Community.

FAQ

This is a free template built by a member of the Tiller Community. While it’s free for anyone to use, it’s designed for spreadsheets automated by Tiller. Additionally, it’s recommended for use within the Foundation Template.

Tiller is the only automated personal finance service for Google Sheets and Microsoft Excel. Tiller automatically imports your daily spending, income, and balances in your spreadsheets, so you can see all your finances in one place and manage your money, your way. Learn more →

Unless otherwise noted above, this free template is installed with the Tiller Community Solutions add-on for Google Sheets. It's an easy way to browse and install dozens of free, prebuilt sheets for tracking budgets, debt payoff goals, net worth, savings, and more, all from the Google Sheets sidebar.

This template for Excel works best when installed in Tiller’s Foundation Template.

Visit the Tiller Community with any questions about this template.

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