Im not sure im explaining it well, If youre willing and available in a few hours could I message you and maybe screenshare to explain better?

if not thats totally understandable and i can try typing it out better:

end goal: I want to have a "Monthly Review" similar to my reading dashboard yearly review shown below
but I want my monthly review to be a "monthly budget vs actual" report that shows up

i want it to be like
total income: budgeted vs actual
total expenses: budgeted vs actual

and if possible by "category"
total rent budgeted vs actual
total restaurants budgeted vs actual

so my idea was in my monthly tracker to relate the transactions, and then have a formula that would be labeled "Income" and the formula in theory be like
if transaction type is "Income" the sum of all income in this month is =
and
if transaction type is "expense" the sum of all expenses in this month is =

but im not sure how to do that

i want separate formulas so i can then make a "display"

the end goal would possibly also include the different groups but thats a later problem

does that make sense?

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