I started using the Foundations template in 2024, and decided to use the same Foundations template for 2025.
In the “Categories” tab, I simply added 12 columns for 2025.
I think it may have broken something in the template, because in the “Spending Trends” tab, my Current Assets, Current Liabilities and Net Worth are showing an error message: #N/A
Formula for Current Assets (cell B5):
=SOMME.SI.ENS(INDIRECT($AA$31),INDIRECT($AA$29),“Asset”,INDIRECT($AA$30),“<>Hide”)
Formula for Current Liabilities (cell C5):
=SOMME.SI.ENS(INDIRECT($AA$31),INDIRECT($AA$29),“Liability”,INDIRECT($AA$30),“<>Hide”)
Hello Mark, my settings are in French. The formulas themselves seem to be fine, but where they get their data seems to be broken. I don’t know how to fix it.
How did you add your 2025 columns to the Categories sheet?
Did you add them after the 2024 columns or before? They should be in date order, 2024 followed by 2025. I have several years of data in my Categories sheet, but “hide” the columns for previous years.
Did you copy/paste the 2024 columns? This would preserve the formatting of the cells. I usually do this and then adjust the budget numbers for the new year where appropriate.
Seems like the Assets/Liabilities/Net Worth #N/A errors would be more likely related to the Accounts tab (or Balance History, since that’s the source for Accounts), than it would be to the Categories tab
Spending Trends tab reference for the formulas in question: