Historical view of single category

[epsue]

Savings Budget template breaks down a month by different categories - Would it be possible to add something similar but breakdown a single category by different months?

Thank you.

[heather]

@epsue, you might check out the Monthly Analysis sheet if you want something with quite a bit of flexibility on how you report month over month for certain categories.

Docs: Monthly Analysis sheet

Overview Use this Monthly Analysis sheet with your Tiller Foundation Template to drill down and visualize your budget, actuals, or remaining organized by type, group, and category and get a comparative analysis of how your budget and spending have changed over time. [Screen Shot 2019-12-11 at 9.39.07 AM] How to install the Monthly Analysis sheet This sheet is meant to be used with the Foundation Template Install the Tiller Community Solutions add-on Open the add-on and choose "Analysis”…

The other helpful one might be the Category Report

Docs: Category Report

Overview The Category Report allows you to drill down and get the transaction details, organized by description, for a single category over a specified time period with granular control over the amount range included in the report. How to create a Category Report You’ll need the Tiller Labs add-on for Google Sheets to generate a Category report [Screen Shot 2020-01-27 at 2.49.29 PM] Open the Add-ons menu at the top of your Google Sheet. Choose Tiller Labs > Tools > Create a report > Cat…

Let me know if neither of those help.

[epsue]

Unfortunately, the Available in the monthly analysis is not the cumulative available.

[randy]

That’s right, @epsue. The Monthly Analysis template can build visualizations of budgets & actuals for both the Monthly and Savings Budgets, but it is not currently designed to display accruals/rollovers for the newer Savings Budget. Sorry.