On the Insights tab I can see my Top 10 Expense Categories which is great. Is there any report that would show ALL Expense Categories sorted for the year? In other words, the total would be my total expenses for the year, sorted by category?
Check out the Yearly Insights sheet. I think that fits what you’re looking for. You’ll have to change the year dropdown, I think it’s defaulted to 2019.
The Yearly Insights sheet allows you to get a summary of the previous year’s or current year to date earnings, spending, and some other useful information about where you spent money and how much you spent in each category.
How to Install the Yearly Insights Sheet
Open your Tiller-powered Google Sheet
Install or launch the Tiller Community Solutions add-on
Open the add-on and choose "Analysis” from the tags dropdown on the Explore tab
Click on “Yearly Insights…
Thank you, Heather - you’re the best!
Is there also a monthly version of this? That would show ALL expenses, not just top ten?
@bltcfo, the Yearly Insights sheet should be showing you ALL categories for the selected year.
As for more of a monthly view the closest thing is probably the Monthly Analysis sheet
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.
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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”…
Hi Heather - yes, the Yearly Insights fits my needs perfectly. Was looking for a similar monthly insights…will look into the sheet you suggested.