![]() Your spending actuals based on the filter selected above.Categorized Group Expenses allows you to select an expense-category group and will total transactions categorized to that group (including positive refunds categorized in expense categories).Categorized Expenses totals only transactions categorized to an expense category while ignoring income, transfers, and uncategorized transactions (including positive refunds categorized in expense categories).If you haven’t categorized many transactions, but want to exclude a few transactions, just categorize those and let the rollup do its magic. Withdrawals □ Transfers totals each day’s negative transactions but will ignore any transactions categorized as a Transfer category type.You will not need to categorize any data to use this template immediately, but transactions like transfers may make your daily totals inaccurate. All Withdrawals will total each day’s negative transactions.Regarding the fourth step, there are four different ways to gather expenses: Choose how you want to gather your daily expenses. ![]()
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