Category Drill Down or Actuals Spent Monthly

[momjr007]

Is there a way to drill down on categories in the monthly budget or have a multiple category tracker? I would love to see the actuals for each category monthly so I can reconcile budget differences.

Thanks!

[ctlee]

Most sheets you can’t drill down, but if you add either or category tracker via the extension template or a community created one that has different options here:

Transaction Tracker for Google Sheets

Overview The Transaction Tracker is a place where you can filter your transactions by a multitude of criteria without having to switch sheets. All filters are optional and as you input multiple filters, your transactions are filtered to that granular level. [image] In addition, there is a grouping option to the right, where you can group transactions by different categories, such as Description, Category, Group and Account. [image] Installation This is now available in Tiller Community S…

it’ll list the details from there?

[taylorvance]

[shameless plug] I have an award-winning Categories By Month template that may be of use

[momjr007]

Is this available for Excel?

[twalane]

Have you already explored the Category Tracker @momjr007 ?