Added custom Zer0 menu with some limited functions; Clear data, Setup forms, Contact formAdded Spend Analysis sheetAdded Spend Summary sheetAdded Project Tracking sheetRemoved History-Register sheetRemoved Spend Data sheetRemoved Inflow Workings sheetRemoved Spend Workings sheetAdded Twitter handleChanged Spending pie chart references data from the new Spend analysis report. Note: Google Sheets unable to have a dynamic formula in the chart title, hence workaround!Reports:
Added - This sheet to a) provide more details and b) allow more choice on what accounts to include.Added - Spending Heartbeat chart to monitor the health of your spendingAdded - Top 15 Payees listingAdded to summarize a rolling 12 month spend by category group and monthly averageChanged formula (A6) to reference the register directly
Budget Data:
Setup:
Bank Import Templates:
Added - a button and macro to clear statement import dataAdded - a button and macro to clear statement import dataMisc:
Added Payee Manager sheet - This will match payees in the statement import (first 10 characters) and allow you to add default categories. The original payee from the statement will be moved to the memo field for referenceAdded Setup-Time sheet to be used in reporting and chartsAdded notes in cells where formulas originate if you overwrite them and want to revert back to imported dataFixed - All - sheet styling - light yellow represents editable cells, grey represents a formulaChanged formula (A6) to include data from the History sheetChanged formula (A6) to include period reference, i.e. This Month, Last MonthChanged formula (C1) to reference the payee manager sheetChanged formula (C1) to reference the payee manager sheetFixed formula (A7) to include accounts from History-RegisterFixed formula (B7) to include data from History-RegisterWhat's included:
And more...