Yearly Insights template question

[warren]

@Aubiemoney I’d encourage you to add your feature request for the Insights sheet in the link
below.

https://community.tillerhq.com/c/feature-requests/15

You might also try using Tags in your Transactions sheet. This would give another layer of groupings.

Docs: Tags Report for Transaction Tagging

Overview Tags are a great way to organize your financial data. You can easily add the Tags Report sheet with a few manual steps. [tags-report-sept2019] The Tags Report: Lists the tags you’re using on your Transactions sheet. Shows you the sum amount for transactions that use that tag. Gives a total count of the transactions using that tag. Offers a tag dropdown to show you transaction details for a specific tag. Provides a summary of the categories where that tag is used for a transaction…

Lastly, I don’t recall any templates that would allow you to filter specific categories on and off as you described. Perhaps some of our other members that read this post can give you some ideas or share their workflows on how they look at their data.