Start New Year pivot table

[bentyre1]

I’m not sure if you have the year column in your transactions sheet as well as month but adding that column will give you the additional options to group/ filter by and see things differently in your pivot tables

Check out this thread for additional info in bringing those columns to life with formulas

Adding Month & Year Column into Transaction Sheet Using Google Sheet

Hello I am trying to customize my transaction file and like to add the month and year columns. I do see the month column but I was hoping to rename it and use the name of the month, ie :jan", :feb" etc. I tried to use the text string formula but when I add new values the month data it didn’t populate when adding a new account. I was hoping to add the year column as well, ie. “2019” Can you offer guidance? Thanks again, Michael