Tiller Community Solutions Roundup 9/27/21 - Totals Option on P&L Reports

Our team is working to keep you efficient, inspired, and enabled with financial templates, tools and workflows. In our Tiller Community Solution Roundups, we keep you updated on our latest features and sheets available in the Tiller Community Solutions add-on.

Profit & Loss Reports

Users have been requesting an option to include totals in the popular Profit & Loss Report. Note the new option at the bottom of the P&L report configuration pane.

Take it for a spin and let me know what you think.

2 Likes

Amazing! Thank you @randy

1 Like

I agree - just tried this report for the first time and it works great.

If you could add in investment gains/losses, that would be even more amazing. I hope that is something you are looking at.

Best,
John

1 Like

Is that request regarding the Holdings beta, @jpkica?

I’m happy to hear the totals are working and helpful for you.

I was not aware of the Holdings beta - I would love to learn more and try it out if possible.

Best,
John

We don’t have holdings data publicly available right now. You can join the beta waitlist here.

2 posts were split to a new topic: P&L Report Totals Misaligned