Why are the wrong categories coming up for the type of expense I've selected?

*Note: The Financial Dashboard does not work if you downloaded it as an Excel file.

Are you selecting "Wants" or "Savings" as your expense type, and the Categories for "Needs" are showing up in your Dropdown list? The answer is that there's a slight lag. The more data you have in your sheet, the longer the lag can potentially become. Be patient and wait a few more seconds after you select your expense type, before selecting the category.

If that still doesn't work, try switching the expense type to Needs, waiting a few seconds, then switching it back to the correct type and waiting a few more seconds. If you're entering a lot of things at once, try selecting all the expense types first, and then going back through to select your categories.

 

If you have downloaded the Dashboard as a .xlsx (Excel) file, the dropdown list features will not function properly.  Because of the way the dashboard is programmed—especially the behind-the-scenes code that powers the drop-down lists for Type and Category in Use of Money—it only works properly in Google Sheets. That’s why those features aren’t functioning in Excel.

If you open the file in Google Sheets instead, everything should work as intended.