HI! I am trying to use the P&L spreadsheet. Do I need to enter expenses as negative numbers in the transaction list, or as positive numbers since I am tracking expenses as a category? for example, if I have a mortgage total of $1000 for the month, and the category is under expense, do I make sure that is entered in the transaction list as a negative number or positive number?
The Transactions sheet Amounts should be negative for expenses.
Thank you - they pulled in as negative, but when I split the transactions manually for the mortgage, I got things off (some + and some -).
A mortgage payment would look something like this, if you are tracking the loan account.
| Date | Description | Category | Amount | Account |
|---|---|---|---|---|
| 2/1/2026 | Mortgage Payment | Transfer | $1,000 | Lender |
| 2/1/2026 | Mortgage Payment | Mortgage | -$1,000 | Checking |
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