The Merchant Summary is a drop in solution for getting a handle on where your money is going over a frame of time.
It automatically pulls from the Transactions Sheet.
Plus, it has a column to supply overrides for “Merchants” you wish to ignore.
Thanks for sharing this template, @n2linux. Seems like a helpful workflow to identify how much you are spending on individual vendors. It’s great that you’ve built out the workflow for both Sheets and Excel.
(The link to one of the images you included was broken.)
Would love to have a copy of this for excel, but it tells me access denied? Are you still sharing this out to the community was looking for something just like it.
Supposedly anyone with the link can copy from the Template. Try this link and let me know if there still are problems. Merchant Summary Template.xlsx
Note: Online Excel is a little more fickle than Google Sheets. After copying the “Merchant Summary” tab from the Template into your Excel spreadsheet, you’ll need to adjust the formulas to reference tabs in your sheet, such as “Transactions”. Searching on How should square you away. Otherwise, reply here, and I’ll try to help.
