I’m finding Tiller very hard to use p in Google Sheets. I have spent hours trying to figure out how to run business numbers for 2023. So date sort (2023), then by categories. This doesn’t seem possible.
Also, I’m told I need to add “date” to my transactions sheet - but nowhere are their instructions that work! Don’t I also want all the other headings also? And, where did they go?
Thank,
Robin
Is this possible? If so, HOW?
Welcome @rforster262,
I think a community template will work well for your inquiry to your data. The one that came to mind is the profit and loss analyzer sheet. I’ll link it below, but if you’re trying to make some pivot tables to answer your questions then you will in fact need to add some simple formulas at the top of your transaction sheet to aid in sorting the data. There’s a help article that details how to add these.
The help article for adding columns and then finding answers using pivot tables
There’s some links inside that article to explain adding the common columns for sorting.
Hope this helped.