P&L by Custom Category?

[heather]

Hi @amorousarray I’ve reviewed this thread a bit.

If the P&L had an option to choose a tag the way this category rollup report does, would that work?

Vs creating some one off “segment” option in the P&L or trying to build it so anyone’s custom column could be selected there (which is way harder) if the tag concept could be re-used that’s probably a bit more feasible.

Docs: Using Tags in the Categories sheet

Why use tags with categories? Using tags at the Category offer another level of data organization. You can quickly apply the same tag to any transaction based on the category assigned. You can also take advantage of a few of the reporting features and templates offered in the Tiller add-on when you use the Tag column in your Categories sheet. How to add the Tags column to the Categories sheet Open the Categories sheet Right click the “Type” column and choose “Insert 1 right” Select the ent…