Summing Profit Loss Months as Years

Google Sheets
1

Hello. Can you tell me how to add a totals column to the right of my monthly P&L report?

Thank you
Jennifer

2

I figured it out. Run the details P&L by month. Change the name of the report to something custom. Then run the P&L report for same time period but by year. Change the name of the report to something custom.
Add a column to the right of the detail report. Copy the column from the summary report to the detail report and viola you have added the totals to the details report. I wish that the Tiller report would have this automatically added, but this is an easy way to get around it.

3

That works, @bhappyjennifer, but you should also be able to just add a =SUM() formula that adds across the months in a new column.

4

Hi @randy. We tried that and this was sooooo much easier. It copied over the formats and everything.

5

Cool. Sorry you’ll have to add that to the report every time, but it can be done pretty quickly.