Tiller Labs Roundup: 11/7/19 - grouped Net Worth + reports generator

Our Tiller Labs team is working to keep you efficient, inspired, and enabled with financial templates, tools and workflows. Sometimes our latest creations are visible and sometimes they’re tucked away.

We’re going to try to better update you all with a What’s New thread updated as new concepts are released. Here are two additions you may be interested in from the past few days…

Grouped Net Worth Template Update

Community member, @richard, suggested updating the Net Worth template to cluster accounts using the group setting (similar to the Balances template). We thought this was a great suggestion and our own @jonorlin jump right on this request. The updated Net Worth template is available in the Tiller Labs add-on.

To give it a try, just use the Tiller Labs to add the solution (if you don’t already have it) or use the manage solutions workflow to update it.

Reports in Tiller Labs

A few report-generating workflows have long been hidden away in the business & tax menus in the eponymous Tiller add-on.

This week, we refreshed the functionality and migrated those reporting workflows to the Tiller Labs add-on. You can find the following reports in the Tools / Create Reports menu:

  • Profit & Loss - create a basic P&L report
  • Category - zoom into category line item detail grouped by description/payee
  • Category Rollup - report on your categories with line-item detail

Have fun out there… and more soon!