Note: These steps are for Google Sheets templates that have a Group column in the Categories sheets.

It can be useful to see the category group as you're categorizing transactions in the Transactions sheet. 

Here's how you can get it:

  1. Insert a column to the left of the Account column. Right click the column letter and choose "Insert 1 left"
  2. Paste this arrayformula into the new column header (row 1) and press enter:
=arrayformula(if(row(D1:D)=1,"Group",iferror(vlookup(D1:D,{indirect("Categories!$"&SUBSTITUTE(ADDRESS(1,MATCH("Category",Categories!$1:$1,0),4),1,"")&"$2:$"&SUBSTITUTE(ADDRESS(1,MATCH("Category",Categories!$1:$1,0),4),1,"")),indirect("Categories!$"&SUBSTITUTE(ADDRESS(1,MATCH("Group",Categories!$1:$1,0),4),1,"")&"$2:$"&SUBSTITUTE(ADDRESS(1,MATCH("Group",Categories!$1:$1,0),4),1,""))},2,FALSE),"")))


If you get any errors at this point, make sure that your Category column is in column D in the Transactions sheet or adjust the formula where it indicates D1:D for the category column to use the correct column letter for your categories.

Note: you can add the column for Group wherever you want it to appear, but we don't recommend to the right or left of the Category column because it will add the data validation (dropdown menu) formatting and it's meant to be a read-only column. 

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