# Income vs Expenses Monthly & Yearly Summary **URL:** \ **Category:** Google Sheets\ **Tags:** how-to\ **Created:** [January 4, 2020, 11:42pm UTC](https://community.tiller.com/t/income-vs-expenses-monthly-yearly-summary/1958 "2020-01-04T23:42:22Z")\ **Posts on this page:** 5\ **Page:** 1
**Author:** ![m.svoboda09](https://sea2.discourse-cdn.com/flex020/user_avatar/community.tiller.com/m.svoboda09/32/405_2.png) [@m.svoboda09](https://community.tiller.com/u/m.svoboda09)\ **Post date:** [January 4, 2020, 11:42pm UTC](https://community.tiller.com/t/income-vs-expenses-monthly-yearly-summary/1958/1 "2020-01-04T23:42:22Z")
Hello I am Tiller follower and think that it’s easily the most flexible and scalable tool to manage expenses/income. I have a dumb question, Is there a simple chart/sheet that breaks down income/expenses monthly. Excluding cc payment and investments. I can create one manually via a pivot table by adding a new column income/expenses but was thinking something more elegant. I really like to understand how we’re doing by month with savings/spending. This doc is a little overkill but it gives a visual of what I am seeking. > **[Track your money with the Free Budget Spreadsheet 2022](https://www.squawkfox.com/budget-spreadsheet/)** > > Download the free budget spreadsheet to build a simple, advanced, or household budget. A template for budgeting for families and singles too. So sorry if this is already a tiller lab template, I guess I don’t see it. Thanks in advance for your time and I wish happy 2020. Michael ---
**Author:** ![Blake](https://sea2.discourse-cdn.com/flex020/user_avatar/community.tiller.com/blake/32/7052_2.png) [@Blake](https://community.tiller.com/u/Blake)\ **Post date:** [January 5, 2020, 3:05am UTC](https://community.tiller.com/t/income-vs-expenses-monthly-yearly-summary/1958/2 "2020-01-05T03:05:30Z")
@m.svoboda09 I think you will like the Monthly Analysis template. Blake > [@Docs: Monthly Analysis sheet](https://community.tiller.com/t/add-a-monthly-analysis-sheet-to-your-foundation-template/1585): > > Overview Use this Monthly Analysis sheet with your Tiller Foundation Template to drill down and visualize your budget, actuals, or remaining organized by type, group, and category and get a comparative analysis of how your budget and spending have changed over time. How to install the Monthly Analysis sheet Install this template using Tiller Money Feeds using the following steps: Launch Tiller Money Feeds Under Templates near the bottom, click Browse … > [@Tiller Labs Roundup: 12/19/19 - Monthly Analysis template](https://community.tiller.com/t/tiller-labs-roundup-12-19-19-monthly-analysis-template/1703): > > In our Tiller Labs Roundups, we’ll keep you updated on our latest features and sheets. Our Tiller Labs team is working to keep you efficient, inspired, and enabled with financial templates, tools and workflows. We recently published a new Monthly Analysis sheet that you can get using the [Tiller Labs add-on](https://community.tiller.com/t/how-to-use-the-tiller-labs-add-on/67). [Monthly Analysis template](https://community.tiller.com/t/add-a-monthly-analysis-sheet-to-your-foundation-template/1585) We built this template based on a frequent request to our customer-success team. Per @krista, “We’ve been hearing from folks who wanted an easy way to view spendi… ---
**Author:** ![heather](https://sea2.discourse-cdn.com/flex020/user_avatar/community.tiller.com/heather/32/177_2.png) [@heather](https://community.tiller.com/u/heather)\ **Post date:** [January 5, 2020, 4:34pm UTC](https://community.tiller.com/t/income-vs-expenses-monthly-yearly-summary/1958/3 "2020-01-05T16:34:30Z")
@m.svoboda09, I think @Blake’s recommendation is a good one. I’d also recommend making sure you mark any cc payment and investment categories as “hide” on the Categories sheet in the Hide from Reports column so they don’t show in the analysis. ---
**Author:** ![Blake](https://sea2.discourse-cdn.com/flex020/user_avatar/community.tiller.com/blake/32/7052_2.png) [@Blake](https://community.tiller.com/u/Blake)\ **Post date:** [January 6, 2020, 12:41am UTC](https://community.tiller.com/t/income-vs-expenses-monthly-yearly-summary/1958/4 "2020-01-06T00:41:31Z")
@m.svoboda09 , @heather makes a good point. However, since the Monthly Analysis only picks up income and expenses, you should not have to hide the credit card payment as that category should be coded as a transfer, not an expense or income item. If by investments you mean those in retirement accounts, those will not need to be hid either if you have them coded as transfers, which is how I have mine coded. My taxable investments are coded as income items so I would hide those if I did not want to see them in the analysis. Thanks, Blake ---
**Author:** ![m.svoboda09](https://sea2.discourse-cdn.com/flex020/user_avatar/community.tiller.com/m.svoboda09/32/405_2.png) [@m.svoboda09](https://community.tiller.com/u/m.svoboda09)\ **Post date:** [January 6, 2020, 10:33am UTC](https://community.tiller.com/t/income-vs-expenses-monthly-yearly-summary/1958/5 "2020-01-06T10:33:15Z")
Morning and thank you for your response. I will definitely look into this tonight. Your support is always spot on. You are correct I have my cc payment transfers so they would not be applicable as well. Have a great day and kind regards, Michael