Once you make this change, go back to the category drop-down from the Transactions tab. To see the step-by-step process, check out my video tutorial starting at the 6-minute mark. Click Done at the bottom of the “Data validation rules” screen.(That would be 50 from the example.) Select OK. Change the last two numbers of the formula to match the number of your last row from the Summary spreadsheet. In the Criteria Summary field, click on the “Select data range” icon next to the =Summary!$B$27:$C$44 formula.Select “Value contains one from range E5:E1033.” To the right, it should say Data validation rules.From the Data menu, select Data validation.Highlight the first cell under Category on the Expenses side of the Transactions tab (Row 5, Column E).Now from the Transactions tab, navigate to the category drop-down and see if your categories are all there.įrom my experience, if you added more than three custom expense categories, some will be missing. You want to switch over to the Transactions tab to make sure they all show up in the drop-down.īefore you leave the Summary tab, make a note of the last row that you added. Use Data Validation on the Transactions TabĪfter you’ve added custom categories to the Summary tab, your work isn’t quite done. Rename the New Categories Anything You WantĪfter following the steps above, you’ll have new custom expense categories with generic names like “Custom expense category 4.”Īt this point, you can safely rename them to reflect the expense categories you want in your budget. I like to add nine rows so that row 50 is my last row of expenses. Simply drag it down as many rows as you want. Once you’ve highlighted the cells that you want to duplicate, a blue handle will appear on the bottom of row 41 and column F. You want to highlight cells B, C, D, E and F on row 41. To add custom categories on the expenses side, you should be on row 41 for “Custom category 3.” Now you want to highlight the cells to duplicate. Highlight the Cells You Want to Duplicate It’s very important that you don’t enter anything in the blank rows yet. Next, navigate to the last pre-filled row of the Google Sheets monthly budget template on the expenses side, which is “Custom category 3.” Go to the “Custom category 3” Row of the Expenses Edit anyway?”ĭon’t worry - it’s safe to click “OK” and continue. When you click the button, you’ll get the following warning: “You’re trying to edit part of this sheet that shouldn’t be changed accidentally. 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.
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