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