Looking for a template that merges Insights and Monthly Budget with transactions broken down

Has anyone come across a template that shows the monthly transaction broken out by either groups/categories like Insights or Monthly Budget? I want to dig deeper into each categories expenditure with the timeline controls of Insights/Monthly Budget. I currently have to use Category Tracker to get that breakdown and that seem tedious.

Good morning @xumade , this article from 2024 has a list of some top templates, including ones for categories. Here is the Templates Community Gallery, although it does not reflect all the possible options.

The category tracker for Google Sheets might be what you’re looking for.

-Alice
Tiller Evangelist

Bluesky, Instagram, Facebook, LinkedIn

1 Like