How do I create and end of year report?

[Brad.warren]

Hi @phooph:

Great news! Tiller has pre-designed, end-of-year reports! Here’s how to get there:

Docs: Category Rollup Report

Use our two category rollup reports to get a detailed, transaction-by-transaction view of your finances for a selected time period organized by type, group, and category— available in two report types: Category Rollup - use for line-item detail grouped by category across a specified period Budget Period Rollup - use for reporting against a Tiller-Money budget at the end of a month Category Rollup and Budget Period Rollup reports present static views of your data. If you make changes to th…