Hi everyone! I'm sorting out my personal finances in Google Docs and I had a question.

I have a table where I copy and paste my online banking. I categorize my spending, and then a PivotTable grabs and organizes this data. I have a third table, where I made myself a budget. I want to be able to compare the budget to my actual spending.

My roommate suggested that I do a "Drop-down" for the particular week or month, and it will show up in a column next to my budget. He said sumifs may help. Another issue is that I may not necessarily spend in a category for a week or month, so the number of columns in the PivotTable may not be the same as my actual table.

TLDR: I want to compare a PivotTable to an actual table, looking up a particular month or week in the PivotTable. If I can't do a lookup, then the previous month/week is fine. If it is only possible in Excel (and not Google Docs), I can live.

Attached is the file:
bank_tracking.xlsx

Thanks!