Hello, thank you for your tutorial, I can make my own financial plan. However, i guess i'm a bit lost here in the transactions sheet.
How do you make transactions in credit and debit correspondence with subcategories? For example, if it's expenses, the nominal amount is automatically minus in the analysis. The attached screenshot is from Mynda's template and it shows that even though she doesn't add "manual" minus to the nominal, when we see the analysis, it will be minus. Did I potentially miss something and can you guide me please?
The template works from an accounting point of view. Debit = expense and Credit = Income, and 'under the hood', Power Query turn all the debits to negative numbers and keeps credits as positive numbers. Among other things, it also 'joins' sub-categories with categories and creates a Data table that is used for the graphs and pivot tables.
