End of Month routine in google IFTTT sheet

[nickscb4]

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

Thanks!

[Anarchist (Press ‘Help’ search ‘Contact us’ or email help@monzo.com or call 0800 802 1281)]

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.

[nickscb4]

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.