I’m new to Tiller and like to track my groups (not so much categories) as a percentage of my total income. I’m using Docs: Category Tracker and love the solution, but wanted to see if there was a way to add a section or an overlay on the chart. I want it to display each Group (Discretionary, Non-Discretionary, Investment, Savings, etc) as a % of my total income for that month. Is there an easy way to do this on Google Sheets? Sorry… in my corporate world I spend most of my time in excel, so that is adding to the confusion.
In cell E8:E9 there is a drop-down selection where you could select to display the pie chart by Group. Is this what you’re seeking or do you want some other aspect of the output to also give details by Group?
Note that you can also right-click the pie chart and choose “Chart Style”. In the corresponding Chart Editor panel on the right side of your screen, under Customize–>Pie chart, you can set the “Slice label” to Percentage in order to see the % of Income or Expense (depending on what you chose in F8:F9).
Hi @KyleT Thanks for your quick response. This is close to what i’m looking for.
Currently my pie chart shows fixed costs as a percentage of the total expenses for the month. For example, my fixed costs are $100 out of a total of $1000 of total expenses for the month. Thus the percentage shown is 10%.
I would like the pie chart to show the fixed costs as a percentage of the total income for the month. For example, if my total income were $2000 , I would want the pie chart to show that my Fixed Costs are 5%. ($100 Fixed Costs/ $2000 Total Income *100 = 5%)
Hopefully this makes sense. I try to ensure that my Groups stay within set percent ranges to ensure that I’m dedicating the right amount of funds each month to groups like:
Savings (10% of net income),
Investments (min. 10% of net income),
Fixed costs (50%-60% of total net income)
Discretionary Spending (20-35% of total net income)
I never worry too much in the details of each Group (i.e. category) unless some type of spending is abnormally out of control.
Ok gotcha - so I thought about it a little bit and came up with something you could try with just a few tweaks. I’ll outline some steps here and I could probably share a sample if it’s easier that way, just let me know.
I opted to visualize it with something other than a pie chart because the pie chart inherently wants to force everything into a total 100% and by crossing Types (Expense type as a % of total Income), you will almost always fall below 100% or over 100%. My sample data put me over, so I picked a Combo chart type with a Stepped area showing the target % for each Group. There certainly would be other ways to go about it - I’d have to give it some more thought. But here’s just one idea…
Unhide the hidden columns L and beyond to the right.
In M10, enter the following formula which sets up the total Income for the selected time period:
=SUMIF(O12:O,"Income",M12:M)
In cell G12 (you will need to slide the default pie chart down to expose the rows 12 and beyond that contain the chart data), enter the following formula which calculates the % of total income each expense group represents.
It only calculates if you’ve selected “Group” from the dropdown in E8.
In Columns S and T (you may need to insert two additional columns to the far right), enter your target values. Here’s an example:
Right-click the existing pie-chart, Copy Chart. Paste the 2nd chart below the original pie chart. Click the 3 dots in the upper corner of the chart and select Edit Chart. Under set-up, change to a Combo Chart. Change the data range to E12:E36,G12:G36,H12:H36. The x-axis is E column, and there are two series for the G column and the H column. In customize, go to Series, in the dropdown select the series for Column H data and make the type Stepped Area. Then you have something like this to visual how each Group compares against the target.
That’s it - these modifications allow you to keep the original design and just add your extra chart view. Let me know if it helps or any other questions.
