Category, Category Rollup, and P&L reports are missing data

[nealkay]

One particular category, “Etq sales”, contains 190 transactions for 2024. These appear, correctly formatted and AutoCatted, on the Transactions sheet, but only the first 45 transactions - those from 1/1/24 to 3/1/24 - appear on the Category Report, Category Rollup Report, and P&L Report. I have not found any differences in the data as originated, or in the Autocat elements themselves.

[KyleT]

Hi @nealkay - Welcome! I believe that those are on-demand reports that you generate with the Tiller sidebar functionality. One thought might be to load the Live P&L Report to see that all of the data gets displayed as expected in that one for the same timeframe/parameters as your on-demand P&L report.

Docs: Live Profit & Loss Report

[image] Note: This solution is also available for Microsoft Excel. What is the goal of your workflow? What problem does it solve, or how does it help you? Many people want to review their spend across months and categories but the Profit & Loss Report in the Tiller Community Solutions Add-on is script-based and rigid in its implementation. I am sharing in-sheet version of the Profit & Loss report to make it easier to customize the output to one’s needs. How did you come up with the idea fo…

[morgan]

You can also run a new report with the specified date range you are trying to view!