I’m busy with a budget app and for our needs (and the easiest automation) it will require me to copy paste the bank statement into the Google Sheet. I would like to make it a continuous thing, so at the end of every month I will just add on. I want to avoid making a new sheet for every month. That will be my last resort…
So, now I would like to do a calculation for the income and expenses per month. At this stage the roll up function works well to calculate everything together but I want to see the totals per month.
I have a separate column that lists the exact month and year that the transaction took place, “July 2021”.
Is there any way that I can use the Month_Year column to calculate the values for that month only?
Or will I have to make separate sheets for every month?
@Suvone make a USC column (if more than 1 user), to enter the month and year…create a template column and add a space to a date column (that will change this column a text), then if-else column to extract amounts that month and year are included in the date, then a rollup column to sum it
That is simple enough. I would then have to do that for every month separately?
I would make a if-then for July, then a roll up
Then a if-then for Augusts, and a roll up, and so on
Do I understand that correctly?
no, it will change automatically, depend on the month and year you will enter… you can make a choice list of months… so you don’t need to enter manually… unless you want to have permanent data of each month separately… then yes… do separate sheets