Connecting Multiple Accounting Books in Rollup Report

Hi @Davide,
There are several different ways to achieve want you want to do using Tiller.

The following two methods could work.

  1. Using @heather 's comment above, you could make separate Tiller spreadsheets for each of your small businesses and your joint finances. This would make reporting by each separate spreadsheet pretty simple and give you the detailed reporting you want by each of the books (spreadsheets.)

Then you could create a rollup spreadsheet, not managed by Tiller, but importing all the separate spreadsheets. You could use the solutions from this post:

  1. The other way to do it (and I think the better way) is to just have 1 Tiller spreadsheet with all the Transactions. You could use Category Groups to group categories to together within a set a books. Many Tiller reports show Category Group totals. You might be able to use Tags as an alternate.

If you are comfortable using formulas, you could make some copies of the Tiller reporting sheets you like and add a filter to them by a Category Group, so they would only show Joint Accounts, or one of your Businesses.

Does that make sense?

Jon