Group reporting

[warren]

@yogiwan Have you tried the Category tracker or the Tags Report?

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…

Docs: Category Tracker

About Dig deeper into your spending for a selected category by reviewing the Transaction details over a configurable time period. See the sum of spending for all categories for a given date range. How to Install Install this template using Tiller Money Feeds using the following steps: Launch Tiller Money Feeds Under Templates near the bottom, click Browse Find the template in the list using search or scroll to find it Click the template name in the list to expand its card Click Install to a…