I’m finding that the Foundation Monthly Budget sheet is difficult to actually track my spending/budget because I have so many rows of Categories that have no Budget or Actual spending for the month. It would be much easier to use this tool if I could somehow hide or not include any category that has a 0 budget and 0 actual value. Can anyone think of a way to do this?
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Are you tracking actuals only, or actuals against budgeted amounts? I like the view of the Live Profit & Loss sheet which you can find in the Tiller Community Solutions add on. This will only include categories that have actuals in the displayed year, but it’s only for the actual amounts, not budget and actuals.
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That’s a great suggestion, @Caroleen. You could also manually set the Hide dropdown in the Categories sheet. Or you could even make the Hide setting formula driven there (i.e. if the total budget is >0). Of course that will only address zeroed budget aspect… not the zeroed actuals.
@randy i know this is an excel question but what you did with the balances sheet with sheets to exclude zeroed balances came to mind which i have personally implemented and enjoyed.
There is also a feature request for this very thing here
Would some formula wizadry be possible in the foundation template to accomplish this goal of automatically hiding zeroed actual and/or budgeted amounts for a particular month?
As you point out, @bentyre1… it’s definitely doable… because it has been done. 
And I don’t think it would be too hard to implement with a settings-option hidden away to show or hide when actuals are zero.
For stuff like this though on Foundation-template sheets, though I defer to @heather. 
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I know this is quite an old post, but Google brought me here..
I saw there was a feature request for this, but it’s not turned into a 404 page.
This would be incredibly useful as I’m a pretty big data nerd and I have a ton of categories and autocats for them. This month and most, I have a lot of categories that are 0 budge & 0 actual but do get used sometimes. 47 rows for empty stuff that doesn’t happen super regular, but I still want granular visibility when those purchases/transactions do happen.
Hi @JesseVA is this the feature request you were looking for? Are you able to view that post?
Yea, sort of.. I voted for that one, but it’s a year old.. hoping there’s a way to do it without too much customization. I’m not smart enough with spreadsheets to follow the stuff above lol
Have your tried using the savings budget template? The set up is pretty easy, with not changes to the structure of the documents. Just enter your budgets in the category sheet as normal, and the savings budget shows only those items with a budget line or an expense line for that month. (example for expense is I have a work reimbursement category but no budget for it, but if that month I have an expense in that category, it still shows on my savings sheet) While not exactly what you are asking for it might meet your needs until something might be created down the line.
Is that the savings goal template? I’ll take a look at it
It is the savings budget not savings goal. If you use sheets, it is under the tiller community solutions extension. I am unsure if it is available for excel though.
Ah! I see it now, didn’t know there was a community extension.. I’ve got it now, thanks!
Yea, using Sheets..
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