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Formula Library

Utilities Formulas

General-purpose Google Sheets formulas for lookups, conditional formatting, data validation, and data manipulation.

Array Formulas

advanced

Perform calculations across entire ranges at once, enabling powerful automated financial analysis in Google Sheets.

=ARRAYFORMULA(formula_applied_to_range)

Conditional Formatting Formulas

beginner

Google Sheets formulas to use with conditional formatting for visual alerts and highlights in your budget spreadsheet.

=A2>B2 (to highlight when actual exceeds budget)

Data Validation Dropdown

beginner

Create dropdown menus for consistent category selection in budget tracking and expense logging with Google Sheets.

Data > Data validation > Dropdown

Days Until Date

beginner

Calculate the number of days remaining until a target date for financial deadlines, goals, and payment due dates.

=target_date - TODAY()

QUERY for Financial Data

advanced

Use SQL-like queries to filter, sort, aggregate, and analyze transaction data without complex formulas.

=QUERY(data, "SELECT columns WHERE conditions")

Sparkline Trends

intermediate

Create mini charts inside cells to visualize spending trends, account balances, and financial progress.

=SPARKLINE(data_range, {"charttype","line"})

SUMIFS with Multiple Criteria

intermediate

Sum values that match multiple conditions, like totaling expenses for a specific category within a date range.

=SUMIFS(sum_range, criteria_range1, criteria1, criteria_range2, criteria2)

VLOOKUP for Category Matching

intermediate

Automatically look up and return information based on a category or transaction name using VLOOKUP in Google Sheets.

=VLOOKUP(lookup_value, table_range, column_index, FALSE)