Hide Categories From Monthly Budget, But Show in Yearly Budget

Ask Anything
1

Hi,

I have a few transactions that I don’t want to show up in my monthly budget, but would like to show in my yearly budget - for example, I would like to see interest from a savings account show up in the yearly budget, but not in my monthly budget. Any recommendations?

2

You might be able to accomplish this by customizing your Categories and Monthly Budget sheets.

For example, add a Hide Monthly (or similar) option to Categories sheet Hide From Reports column:
image
And select Hide Monthly for the categories you want to hide in the Monthly Budget sheet.

For Google Sheets, edit the Monthly Budget sheet formula in cell Q16 (it’s in the hidden columns, by default),
and change:

INDIRECT(K22)<>"Hide"

to:

INDIRECT(K22)<>"Hide",INDIRECT(K22)<>"Hide Monthly"

The Monthly Budget sheet would be the only sheet that would recognize Hide Monthly.