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

It can be useful to see the category type, income, expense or transfer, as you're categorizing transactions in the Transactions sheet. The Simple Business template already has this column in the Transactions sheet, but other Google Sheets template built by Tiller do not. 

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,"Type",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("Type",Categories!$1:$1,0),4),1,"")&"$2:$"&SUBSTITUTE(ADDRESS(1,MATCH("Type",Categories!$1:$1,0),4),1,""))},2,FALSE),"")))

Note: you can add the column for Type 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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