This template shows how your net income is trending over time. It charts moving averages (simple and exponential) for monthly income, expenses, and net income.
It should work out of the box if you have the core data columns. Categories configured as hidden are excluded from the totals.
Usage
You can change the smoothing period to make the chart more reactive to recent data or averaged out over a longer time period.
The y-axis minimum is $0. (I did this so the rest of the tickmarks are a multiple of $1000.) If you need to adjust this, you can edit the chart: Customize > Right vertical axis > Min.
Permissions
You’re free to copy, use, and modify this template. I would appreciate an acknowledgement if you do so.
Notes
The chart shows two types of moving average:
Simple moving average (SMA) is simply the average of the last N months.
Exponential moving average (EMA) also considers the last N months but gives recent months more weight.
FAQ
What is “Smoothing Period”? It’s the number of months (N) included in each month’s SMA and EMA calculation.
What is “Smoothing Factor”? This is used by EMA to determine how much weight is given to recent months. It is calculated (as is typical) as 2/(N+1), where N is smoothing period.
Well I’ll do some more research into sharing in the meantime. I frankly forgot the steps since I shared my last template years ago.
Some of the builder docs have dead links. Sheet Sanitizer links to a dead add-on. Tips for sharing links to missing sample data. If you have any tips on publicizing this I’d be glad to hear them.
Thank you @taylorvance , it can be a challenge keeping up with older community solutions. We do not officially support community solutions, so the update of template would be the responsibility of the contributor.
Really appreciate your contributions!
I have not submitted a template to be shared so I’m not familiar yet with the steps.
Publicizing your contribution is a great idea. I would recommend that it is available when you publicize it. You can post it to social media. I share out some community solutions on socials on occasion but do not accept requests since I assume everyone would like to be promoted, so we keep them in the cadence.
Great to see you sharing cool stuff again. This one looks like something completely new to the ecosystem.
We aren’t currently adding templates to the TCS add-on. Would you be willing to share installation instructions with a read-only link to the spreadsheet? I’m curious to see how others use and build on this.
I copied the template to a new empty spreadsheet. You can view it here.
I didn’t add any supporting sheets like Transactions and Categories. @randy is there a solid set of dummy data I can plug in? Is there anything else I should do to make this more accessible?
Note: Roboto is the new font standard. Also, I read a tip to avoid using the hyperlink to the tiller logo; instead, paste the image so that users avoid the warning message.
Thanks for the tips! I copied the sample transactions and categories over to the template. And good to know about Overpass → Roboto. I seem to be unable to paste the image in a cell though. It looks empty when I do so.
