bltcfo
September 30, 2021, 2:30pm
1
Is there a template that would show monthly expenses by category for say, 12 months?
matt
September 30, 2021, 4:37pm
2
Hi @bltcfo , is this what you’re looking for?
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
Quickly add a Category Tracker sheet to any Tiller-powered Google Sheet using the Tiller Community Solutions add-on.
Install or launch the Tiller Community Solutions add-on
Open the add-on and choose "Analysis” from the tags dropdown on the Explore tab
Click on Category Tracker
C…
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heather
September 30, 2021, 7:25pm
3
The Monthly Analysis sheet is also a good one. The Foundation Template has the Yearly Budget sheet that comes out of the box. Lastly, a good ol’ pivot table can do this too
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.
[Screen Shot 2019-12-11 at 9.39.07 AM]
How to install the Monthly Analysis sheet
This sheet is meant to be used with the Foundation Template
Install the Tiller Community Solutions add-on
Open the add-on and choose "Analysis”…
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bltcfo
September 30, 2021, 8:27pm
4
Thank you both! Will play with these two. One other question, is there a way to have these sheets only present expenses (i.e. exclude income items)?
matt
September 30, 2021, 10:06pm
5
I think I did it, I added the “Type” option to filter for only positive or only negative transactions. Let me know if it works! I threw it together pretty quickly so I wouldn’t be surprised if there are bugs
1 Like