![]() ![]() ![]() If you need to add more than three additional categories, click “Add 1000 more rows at bottom.” The default Google Sheets budget template has three custom categories and room for only three more, ending on row 44. Here’s what to do: Add More Rows at the Bottom of the Template So when I logged a transaction, it wasn’t automatically updating the summary page.Īfter lots of research (and trial and error), I was able to figure out how to add custom expense categories without any headaches. ![]() When I first started using Google Sheets, some of my custom categories from the Summary tab didn’t show up on the Transactions tab in the drop-down. You can add as many as you want, but don’t just start adding new lines. As you can see in the picture below, the bare-bones template has only three custom categories. Next, let’s add your custom categories to the Summary tab. Add Your Custom Categories to the Summary Tab Instead, you’ll just make a copy of the sample monthly budget. If you add custom categories to a sample monthly budget instead of your actual monthly budget, you won’t have to repeat the steps outlined in this article every month. Go to Google Sheets, select “Monthly budget” and rename the spreadsheet “SAMPLE MONTHLY BUDGET TO COPY EVERY MONTH.” To avoid issues with data transferring over from month-to-month, create a sample monthly budget and make a copy of that every month. Copy Your Sample Monthly Budget Every Month.Use Data Validation on the Transactions Tab.Add Your Custom Categories to the Summary Tab.Create a New Sample Monthly Budget Template.Watch the video above or follow these four steps and you won’t have to deal with this problem again! In this article, I’ll explain how you can add as many custom categories as you want and still have them show up on the Transactions tab. Google Sheets Budget Template: Add Custom Categories and Fix Transaction Tab Issue ![]()
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