I am looking to report multiple (8+) categories. I want to understand “How much did I spend in Europe last summer?” I inputted and categorized all transactions with the Type and Country name - for example - Dining Italy, Dining Spain, Transport IT, Transport ES… - Can I generate one report that tell…

This is a great scenario for using tags. It’s precisely what I do for our vacations. For example, we’re going skiing next week, and all of the expenses associated with that trip across multiple categories will get a “Ski Trip-December 2024” tag. They will also get a “Vacation” tag, so I can easily s…

Hi Bill, I’ve seen some posts where the developer shared some formula changes that could be made to the category report. You could also create a pivot table if you are familiar with those.

@dmetiller yes tags! I forgot about those. Great suggestion.

@dmetiller Thank you - I will add the tags.

I do the same for travel expenses.

Re: the Trip Planner— This is amazing! That has always been a thorn in my side that expenses are incurred between years despite a trip taking place in one of them. Thanks!

I love this idea of tagging transactions… How do I add tags to transactions? Sorry still relatively new to Tiller… TIA

An introduction to using tags on Tiller is here .

Multi Category Report

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MarcC December 16, 2024, 10:02pm 5

@bcoletti Checkout the travel planner template.

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Multi Category Report

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