The Month Summary: Totals by Category, Uncategorised Remainder & a Chart
This lesson is part of the course
In this lesson
You turn three months of categorised lines into a category × month summary with SUMIFS, measure the uncategorised remainder of a month and chart the spend so the owner sees where the money went.
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Lessons in this course
- The Bank Export: Dates, Descriptions, Signed Amounts & Reference Codes Locked
- Keyword Rules: FIND a Keyword, Return a Category Locked
- Rule Priority & Conflicts: When Several Rules Match Locked
- The Vendor Map: Known Vendors First, Keyword Rules as Fallback Locked
- Amount & Direction Rules: Transfers, Refunds, Income and Small Fees Locked
- Split Transactions: One Bank Line, Several Categories Locked
- Recurring Payments, Coverage & the Exceptions Queue Locked
- The Month Summary: Totals by Category, Uncategorised Remainder & a Chart Locked