How can I see a "Projected P&L"

[warren]

@bbruck I can’t think of an exact Community built template that has a full projected P&L as you described. However, you can check out the Projected Balances template to see if that would work.

Docs: Projected Balances sheet

Overview First, a few things to understand about what this sheet is and what it isn’t. The Projected Balance sheet is somewhat manually driven. It’s not dynamically pulling data from your automated balances or transactions and it doesn’t factor in your existing budget amounts. If you copy it into a Tiller spreadsheet it will pull in your custom categories from your Categories sheet, if you have one, but that is the only linked data from other sheets in your Tiller spreadsheet. It’s meant to …

Also, one of our members shared a workflow that might be helpful.

Project Future Account Balances Using Manual Transaction and Statements Features

What is the goal of your workflow? What problem does it solve, or how does it help you? I used to use YNAB 4 mostly because it was really easy to model account balances based on future transactions. I knew I needed to find a way to duplicate this functionality in Tiller and was able to edit the “Statements” sheets to meet my needs. My goal is to see what my account balance will be on future dates based on the automatic deductions I expect. I mostly do day-to-day spending on credit cards, so th…