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Learn how to quickly add a pivot table that shows your monthly spending organized by group.

Create a Monthly Spending Pivot by Group

Learn how to use QUERY in Google Sheets to build custom spending reports.

Using Google Sheets QUERY to Visualize Your Spending

Resources on built in Google Sheets functions and formulas for building your own custom financial reporting dashboards.

Helpful Financial Google Sheets Functions & Formulas

Use Google Sheets ArrayFormula to automatically fill a custom column in your Transactions sheet.

Automatically Fill a Column with a Formula

Heather Phillips

Learn how to get more out of your Google Sheets Foundation Template. 

Advanced Formulas & Reports

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