Docs: Live Profit & Loss Report (Excel)

Microsoft Excel Show & Tell
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Overview

Personal and business users often want to review their spend across months and categories. While the Tiller Community Solutions Add-on includes a rigid, script-based implementation, the Live Profit & Loss report mirrors the Google Sheets template with the same name.

Compared with one-time script-rendered reports, this live report is easy to customize to one’s needs.

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How to Install the Live Profit & Loss Report

  1. Download the Live Profit & Loss Report workbook .
  2. Follow these instructions to copy the downloaded template into your Excel workbook and to connect the formula references to your local workbook data.

How to use the Live Profit & Loss Report

It’s pretty self-explanatory. Just enter a start date— typically something like 1/1/23— in the one green cell in the report header and the report will instantly generate income and expense rollups over a 12 month span.

:mega: Shoutout

Many thanks to @alan.heatherley for his work porting the original Google Sheets version to Excel.

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Transfers and hidden categories are shown in the report. This occurred when column D ( Hide From Reports) in Tiller Foundation was shifted to a new column, say E, F etc.

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Good catch, @adekunledauda. I can see the problem in the formula. Let me look into a solution.

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Thanks to the quick work of @alan.heatherley, we have a fix posted, @adekunledauda. Try downloading the updated file (version 1.01). Let us know if it works for you.

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Fixed. Thanks to @alan.heatherley for the quick response.

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That’s great to hear, @adekunledauda. Thanks for flagging the issue.