Tiller Merchant Summary

Spreadsheets gSheets Templates
,
1

Overview

The Merchant Summary is a drop in solution for getting a handle on where your money is going over a frame of time.
It automatically pulls from the Transactions Sheet.
Plus, it has a column to supply overrides for “Merchants” you wish to ignore.

TillerMerchantSummary
TillerMerchantSummary775×443 47.6 KB

Installation

Just drop the Merchant Summary sheet into your Tiller spreadsheet.
As stated, it automatically pulls from the standard Transactions sheet.

Permissions

It is ok for you to copy, use, and modify the workflow.

Notes

I apologize if this has already been covered.

Edited: Updated screenshot with Tiller Community branding.

Tiller Merchant Summary (Excel)
:mega: April 2025 Q1 Awards & Shoutouts
2

Thanks @n2linux. This will be very useful!

1 Like
3

This would be helpful for the excel users.

4

This is a cool idea, @n2linux. I like the idea of aggregating by vendors. Thanks for sharing!

5

I’ve created a Excel Online version of the Merchant Summary, @jerryl1953 . However, I don’t use Tiller with Excel myself, so I’d appreciate it if someone can validate it works or has issues. Here is the link…

https://1drv.ms/x/s!Ap0OOEP8bvecgSQzZ5gJZEOZ5N20?e=z4Ayi2

If it proves to be in good order, I’ll post a summary on the Excel board.

6

I made an assumption that the Transactions sheets in Google and Excel versions were using the same layout. Looks like that may have been a bad assumption. If confirmed, I can go in and update the Excel formulas accordingly.

7

i moved the merchant summary tab into my tiller worksheet and changed the links to my tiller worksheet as well but no summaries populated. could this be the layout issue you mentioned?

8

Does the Transactions tab data start in column A? if so, cell J3 (hidden) in the Merchant Summary needs to be changed to:

=FILTER(Transactions!A:E,(Transactions!A:A>=E3)*(Transactions!A:A<=F3))

I’ve updated my Excel template as such. Thanks for the feedback @jerryl1953 .

1 Like
9

that looks like it did the trick. Thanks for the quick assist.

2 Likes
10

This is so helpful @n2linux! I think this is an easy way for Tiller users to see how subscriptions add up and how they might be spending more at Amazon than they realize.

I would love a way to completely exclude the “Transfers” category (e.g., credit card payments, transfer from checking to savings), but it was pretty quick to put them under the Ignore column.

1 Like
11

Thank you for making this- this is the first separate worksheet I need to bring into my workbook in google sheets- when I copied it in there were no formulas in J column to update. How do I do this properly? Thanks.

12

Welcome TurkeyLurkey. I’m assuming you are using Google Sheets and you already have a personal Tiller Foundation Template set up, including its Transactions tab with some populated data.

So you are saying cell J2 is present but empty? I would expect it to say “Date” and when you select it you’d see the required formula. Interesting.

The steps I would normally go through is to…

  • Open my personal Tiller Foundation Template in one browser tab.
  • Follow the Installation link at beginning of this Show & Tell thread to open my Tiller Merchant Summary Template in another browser tab.
  • Right Click on the Merchant Summary sheet name and select Copy to and Existing spreadsheet.
  • Click on your personal foundation template sheet in the pop up and press the Insert button.
  • That should do it, other than customizing the date range to be sure to pick up your desired transactions.

Did that help at all?