Is there a template that generate a LIVE or dynamic Profit and Loss report? Just realized that the report is static, and requires generating every time! Would be cool to not have to find it in the Tiller Community Solutions add-on menu, then generate every single time. Also requires adding a total…

I agree. Look at the bottom of the Monthly Analysis template. It is live. Also, you could build a pivot table. Blake

I would love a real-time profit and loss report as well.

Have you considered starting with a copy of a sheet like the Monthly Budget and then reworking the formula query ranges to be more dynamic? I think most of the heavy lifting— like actuals queries, finding source data locations, and category sort/layout— are modeled in that sheet.

This is perfect and exactly what I was looking for! Thank you!

[image] randy: making this This is amazing Randy! Is it possible to add functionality to the “Live Profit & Loss” spreadsheet the following: Hover over a line item and it lists out the amount and description of all the expenses that added up to the number you are hovering over? (basically …

Those would be cool features, @dml288 . Sheets doesn’t really have a hover-for-formula-driven-rendered-data capability, so both of these would probably need to be implemented in a nearby filter table of some sort.

This live profit and loss report is amazing! Is there a balance sheet / reconciliation tool that can also be used so I can manage the statements for my simple consulting business in Tiller and not have to purchase quickbooks?

For the Balance sheet I think you’d just add manual accounts and organize them in specific groups to match what you need for the balance sheet: https://community.tiller.com/t/balance-sheet-for-my-cpa/438 As for the reconciliation tool I think you’d want to check out the Statements sheet I think: Do…

Does anyone know how to exclude certain income and expenses within the formulas on the live profit and loss? I am trying to duplicate the existing one that has everything on it but only show income and expenses for one business on there. Also does anyone know how to show detail such as each transact…

"Live" Profit and Loss Report?

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randy February 17, 2022, 8:56am 5

It’s been a while since we discussed this project but I did finally get around to making this.

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"Live" Profit and Loss Report?

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