In our Tiller Labs Roundups, we’ll keep you updated on our latest features and sheets.
Our Tiller Labs team is working to keep you efficient, inspired, and enabled with financial templates, tools and workflows.
We recently published a new Monthly Analysis sheet that you can get using the Tiller Labs add-on.
We built this template based on a frequent request to our customer-success team. Per @krista, “We’ve been hearing from folks who wanted an easy way to view spending totals across their categories without building a pivot table. The new Monthly Analysis sheet gives you the power to view those actual spending values, budget values, or the difference between them with just a few clicks.”
One section of this new sheet shows Month-to-Month percentage and dollar changes for categories, groups, or total income or expenses. Another section provides a yearly chart of the Budget vs Actual amounts for your selection.
Finally, there’s a section at the bottom showing monthly actual, budget, or available amounts over the course of a year for each of your Categories and Groups.
Here’s a post that gives the details on how to add and use the new sheet.