Hi @Garbini,
I use the following community solutions add-ins. Take a look at them and see if they will provide you some of the answers you are looking for.
Year to Date Comparison
I find the Year to Date Comparison helpful to see where my budget is over, even or under my estimates. I select Through the Present Month, by category, favorability and sort a to z.
Monthly Analysis worksheet
I find the Monthly Analysis worksheet helpful as it provides a quick YTD by month view of actual vs budget. I select 2024, actual, expense, and all.
Category Tracker
I find the Category Tracker very helpful on what I need to review and focus in on within my spending. You can adjust the start and end dates, select category and expense and count of 5. You will get a pie chart of the top 5 expenses for the date range. I’ve tweaked the pie chart to include percentage too.
You mentioned you use the Monthly and Yearly Budget worksheets. Are you using the Insights and Spending Trends tabs too?
You might also look at this Google Sheets solution for ideas.
Spending and Income Dashboards for Mint Trends Lovers
It has a nice dashboard visuals.
Let me know if you found this post helpful.
Thanks,
Clint