I’m using the ITTT routine to send transactions straight to a google sheet. I like to report on spending each month. What do others do for this? I could pull out the transactions I guess for the month and total them in a separate tab, but I would like to know if there is any automation.
Basically I want to report on month/category/ amount / total category per month
It’s been a few years since I set up a Sheets spreadsheet for this, but the most obvious and easiest tool to use is a pivot table.
There’s plenty of info online on how to set this up.
Thanks, that’s a good idea. I’ve set up the pivot table as suggested. I’ll just need to select all the transactions for the month in question and I’m done I can also save each month in a separate pivot table.
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