How to I add columns in a report? For example, I want to add Account # and Full description in the Category Roll-Up Report, which are in my main Transactions template
You would have to modify the formulas and a good chunk of the page. If I can toot my own solution, take a look at the Transaction Tracker for Google Sheets and see if that meets your needs, or at least some of it.
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Thank you for taking the time to respond. Your work looks impressive, but it is not what I need.
Simply as an example, How do I add columns in the Category Roll-Up Report, I want to add Account # and Full description.
I might have to report.
Thanks again!
The bulk of the reports are generated via scripts as a rectangular data block. Without modifying the scripts in the add-on, it is not possible to change what is rendered in that block.
The report “templates” are stored hidden in your spreadsheet and you can make modifications to the templates (e.g. colors, fonts, headers and footers) that will be pulled in the next time you execute the reports.
One approach you might consider is adding VLOOKUP() in an ARRAYFORMULA() to link in the data you want to include OUTSIDE the placeholder for the auto generated report body. Once the report generates (and the formulas fill) you should be able to slide the new columns into the report body (i.e. every time you run the report) into your preferred location.
I appreciate your response. Congratulations on your work.
At 68 years old, I am technology challenged, especially with Google sheets which are new to me. I am better at Excel. With Excel, I had freelance workers in Croatia and India do complicated work for my business on Upwork.com and was very satisfied. So if you are good with Google sheets, maybe people would want to pay for services on Upwork.
At the time, the standard solutions offered by the program will be good enough for me. 
Thanks for the encouragement, @pwstamps. 
Hi Randy,
I too am wanting to add accounts to the cat roll up report, but would ask if you could guide me how to add the VLOOKUP() approach you mentioned. I am also pretty new to this so the more step by step the better- thanks!
If you run the report in a spreadsheet, a “template” will be stored as a hidden sheet called “Report Template: Category Rollup”. You can unhide this and make changes to it. The data will be rendered in A6:G6.
To add an extra column to the report (e.g. H), you could add a column to the right, then add an ARRAYFORMULA in H5. When you rerun the report, the script will fill the A6:G6 content area and your ARRAYFORMULA will fill down with data in column H.
Make sense?
I was able to create an ARRAYFORMULA that works for finding the “Notes” column I added to Transactions. I’ve accessed the hidden Report Template: Category Rollup but am confused on how to add my ARRAYFORMULA to the Template so subsequent runs of the Category Rollup Report will include my notes column.
Side question - what is the Notes column in the default report meant to pull from?
Thanks.
Hi @SBRocks we suggest adding a “Note” column to your transactions sheet to make notes, reminders, etc about your transactions. We recommend “Note” instead of “Notes” because some community-built solutions leverage the “Note” column.
With respect to the ARRAYFORMULA implementation I believe the suggestion is to enter ARRAYFORMULA(data range of interest e.g. N1:N5 from a “Note” column) in the first cell of the column you wish to see it in your report. Does that help?
Doh! That makes sense - I should have noticed all the other titles are singular. Thanks for the “Note” recommendation.
Sure thing! How did the rest go with ARRAYFORMULA?