Formula Library
Utilities Formulas
General-purpose spreadsheet formulas for lookups, conditional formatting, and data manipulation.
Array Formulas
advancedPerform calculations across entire ranges at once, enabling powerful automated financial analysis.
=ARRAYFORMULA(formula_applied_to_range) Conditional Formatting Formulas
beginnerFormulas to use with conditional formatting for visual alerts in your budget spreadsheet.
=A2>B2 (to highlight when actual exceeds budget) Data Validation Dropdown
beginnerCreate dropdown menus for consistent category selection in budget tracking and expense logging.
Data > Data validation > Dropdown Days Until Date
beginnerCalculate the number of days remaining until a target date for financial deadlines and goals.
=target_date - TODAY() QUERY for Financial Data
advancedUse SQL-like queries to filter, sort, aggregate, and analyze transaction data without complex formulas.
=QUERY(data, "SELECT columns WHERE conditions") Sparkline Trends
intermediateCreate mini charts inside cells to visualize spending trends, account balances, and financial progress.
=SPARKLINE(data_range, {"charttype","line"}) SUMIFS with Multiple Criteria
intermediateSum 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
intermediateAutomatically look up and return information based on a category or transaction name.
=VLOOKUP(lookup_value, table_range, column_index, FALSE)