I am looking to report multiple (8+) categories. I want to understand “How much did I spend in Europe last summer?” I inputted and categorized all transactions with the Type and Country name - for example - Dining Italy, Dining Spain, Transport IT, Transport ES… - Can I generate one report that tells the full story of how much I spent in Europe?
I tried Catagory Roll Up but that did not give me what I am looking for. Thanks in advance.
Hi Bill, I’ve seen some posts where the developer shared some formula changes that could be made to the category report. You could also create a pivot table if you are familiar with those.
This is a great scenario for using tags. It’s precisely what I do for our vacations. For example, we’re going skiing next week, and all of the expenses associated with that trip across multiple categories will get a “Ski Trip-December 2024” tag. They will also get a “Vacation” tag, so I can easily see how much we spent across the entire year on vacations. It’s then easy to generate a report for the different tags.
@dmetiller yes tags! I forgot about those. Great suggestion.
@bcoletti Checkout the travel planner template.
@dmetiller Thank you - I will add the tags.
I do the same for travel expenses.
Re: the Trip Planner— This is amazing! That has always been a thorn in my side that expenses are incurred between years despite a trip taking place in one of them. Thanks!
I love this idea of tagging transactions…
How do I add tags to transactions?
Sorry still relatively new to Tiller…
TIA
An introduction to using tags on Tiller is here.