New user. Why am I getting different totals in different reports?
If I look at total spend for Medical in Transaction Tracker, I get one amount; in Category tracker, I get another amount; and Monthly Analysis Report, I get still another amount.
Hi and welcome @srk02
My first thought on this would be to check the date ranges for each report and ensure they match from one to another. If that doesn’t work then we may ask for a couple of screenshots from each sheet to try to troubleshoot the issue
Thanks for the response. Yes, the date ranges for the reports all match. Since it is EOY, I am basically looking at full year reporting (1/1/25-12/31/25).
As an example, for Entertainment category:
- Transaction Tracker shows $4,573
- Category Tracker shows $3,832
- Monthly Analysis shows $373
- Yearly Budget shows $3832
Hi @srk02 I suggest that you write in to support and share screenshots or a screen recording as you navigate across those sheets so that we can see them in their entirety (header rows at the top, name tabs at the bottom), perhaps there are some missing elements . Before you do please restore the sheets using the add-on just to ensure it’s not data corruption or accidental edits causing the discrepancies. [Tiller Money Feeds | Tiller Community Solutions]
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Thanks for the suggestion. Just to be clear, what do you mean “restore the sheets using the add-on just to ensure its not data corruption or accidental edits causing the discrepancies?
Hi @srk02 in case of an accidental edit because some of those sheets are for reference or analysis and are not meant to be edited, there could be some hidden characters or other broken formula or dependency. Hope that helps.
I do not believe there is an actual summary tracker in the Category tab. The months are for entering your budgeted amount and are not actuals, it is possible I am not understanding what you are explaining.
I don’t believe Monthly Analysis includes the YTD amounts, just the monthly amounts 
I recommend going through the exercise of confirming Transaction Tracker matches what you see in the Transactions sheet using data filters. And then attempt to understand what list of transactions would match the total for other sheets to better understand the discrepancy beyond comparing totals.
Most likely, it isn’t a template bug, but rather just either understanding the report or possibly due to a user template edit.
Thank you for the reply, Mark. I think you are on the right track regarding the Monthly Analysis template. I added a total column at the end and I think this edit might have damaged formulas embedded in the hidden columns.
That doesn’t account for why totals in the Transaction Tracker, Category Tracker and Yearly Budget do not match. I am a new user as of October. Since Tiller can only download 4 months of data from the banks, I added the additional data using cut and paste from the bank’s CSV files into the transactions. I suspect there may be formatting differences causing errors in different reports.
It is too arduous to troubleshoot these differences with a full year’s data so my plan is to watch the first month of transactions and reports in the new year. Since all of the data will be automatically downloaded (vs. manual posting), there may not be any discrepancies. If there are, it will be easier to troubleshoot.
Thanks again for your interest and willingness to help.
Happy Holidays
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You could also try just changing the start month of the reports to reduce the data, starting with December 1, then November, etc, until you find a month with a discrepancy.
you can look at bill history maybe you need to remove something
I’ve run into this type of issue before too after copy and paste of historical data. I suggest starting with the transaction data and reconcile one month of data with your account statement. I found some data discrepancies with my copy and paste results. There were some sign issues (±) and some duplicates. Additionally, I had incorrectly categorized some credit card transactions when I should have set them to Transfer. Once I got the transactions fixed for one month, I was able to easily isolate the other transactions to be corrected based on that pattern.
Thank you everyone for your suggestions.
As I suspected, all of the reports after the New Year are reporting identical totals. Clearly, the problem was in my manual inputting of bank data Tiller was not able to download when I joined. All of the data after the New Year has been automatically downloaded (Yodlee) and all reports balance.
Thanks again for the warm welcome and your suggestions.
Happy New Year
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