Tiller Merchant Summary

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Overview

The Merchant Summary is a drop in solution for getting a handle on where your money is going over a frame of time.
It automatically pulls from the Transactions Sheet.
Plus, it has a column to supply overrides for “Merchants” you wish to ignore.

TillerMerchantSummary
TillerMerchantSummary775×443 47.6 KB

Installation

Just drop the Merchant Summary sheet into your Tiller spreadsheet.
As stated, it automatically pulls from the standard Transactions sheet.

Permissions

It is ok for you to copy, use, and modify the workflow.

Notes

I apologize if this has already been covered.

Edited: Updated screenshot with Tiller Community branding.

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Thanks @n2linux. This will be very useful!

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This would be helpful for the excel users.

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This is a cool idea, @n2linux. I like the idea of aggregating by vendors. Thanks for sharing!

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I’ve created a Excel Online version of the Merchant Summary, @jerryl1953 . However, I don’t use Tiller with Excel myself, so I’d appreciate it if someone can validate it works or has issues. Here is the link…

https://1drv.ms/x/s!Ap0OOEP8bvecgSQzZ5gJZEOZ5N20?e=z4Ayi2

If it proves to be in good order, I’ll post a summary on the Excel board.

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I made an assumption that the Transactions sheets in Google and Excel versions were using the same layout. Looks like that may have been a bad assumption. If confirmed, I can go in and update the Excel formulas accordingly.

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i moved the merchant summary tab into my tiller worksheet and changed the links to my tiller worksheet as well but no summaries populated. could this be the layout issue you mentioned?

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Does the Transactions tab data start in column A? if so, cell J3 (hidden) in the Merchant Summary needs to be changed to:

=FILTER(Transactions!A:E,(Transactions!A:A>=E3)*(Transactions!A:A<=F3))

I’ve updated my Excel template as such. Thanks for the feedback @jerryl1953 .

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that looks like it did the trick. Thanks for the quick assist.

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