Yearly Budget Sheet question

[pwishnow]

Hi, I am new to Tiller. Nice meeting you here.

I am stuck with one issue related to the yearly budget sheet. I need to generate subtotal numbers. The Hide solution suggested by Tiller is nice, but it does not work for me. Please help if you know how. Thank you,

Pei

[casilverthorn.96]

Welcome aboard!
Can you explain what you mean by subtotal numbers? The yearly budget sheet is all calculated based on other sheets, so I am unsure where you need subtotals?

[pwishnow]

Hi Christina,

In the YBS, all the expenses are summarized as one total.

In my budget planning, I have definitive expenses and potential projects; also have couple shared expenses and personal individual expenses. These are all grouped nicely as planned. But ALL expenses are summarized as one number.

I want to have subtotals for the groups I like to see. For example, total for definitive expenses, total for potential projects, total for shared expenses, and total for each individual’s personal expenses. I asked Tiller staff and the answer is you can hide the groups you don’t want to included in the expenses. But I would like to see them all together, just have different sum totals. Possible?

I am using the fundamental template for google sheet.

Thank you so much for the quick response. Are you an user or a tiller staff?

Peipei

[casilverthorn.96]

I am a tiller user. I did move this to its own thread to bring more visibility to the question you have. I am not sure the sheet you are using can be split out that way. I will have to think on the various templates available to see if I can remember one where more customization can be done. You can also search the templates and the community itself for something like what you are looking for to see if a different template could meet your specific needs. Or maybe there are other users here that can help.

[pwishnow]

Thank you very much! I will try.

Peipei

[PCB]

Maybe isn’t the best way, but a workaround would be to rename categories and group with a prefix that could group them the way you want them displayed. That way you could have everything separated but shown together. They would however be under two groups.

@Cowboy13 can one of your templates achieve subtotals?

[Cowboy13]

@pcb- thanks for including me.

@pwishnow- I am sure anything can be done. How do you determine which expenses get subtotaled? They are already subtotaled by category Group, but it sounds like you want another way?

Let us know.

Thanks.

[pwishnow]

Hi,

Thank you all for trying to help.

In the YBS, all the expenses are summarized as one total.

In my budget planning, I have definitive expenses and potential projects; also have couple shared expenses and personal individual expenses. These are all grouped nicely as planned. But ALL expenses are summarized as one number.

I want to have subtotals for the groups I like to see. For example, total for definitive expenses, total for potential projects, total for shared expenses, and total for individual’s personal expenses. I asked Tiller staff and the answer is that you can hide the groups you don’t want to include in the expenses. But I would like to see them all together, just have different sum totals. Possible? Can group have subgroups for subtotals?

I use the fundamental template for google sheet.

Thanks,

pei

[Cowboy13]

Some screenshots may help.

In my Yearly Budget sheet, the Expenses and Income categories are grouped by category group, in addition the the Income and Expense totals…

Is there an additional subtotal you want? If so, what field would you use to determine which categories belong to that subtotal.

Thanks.

[pwishnow]

Hi,

Yes, I do get the total of each group.

In your example, there are 4 income groups. The fixed income is one group and you get a total. And the retirement income is another group, and you get a total. And the 4 groups in income are totaled in total income.

My question is that, can you subtotal two income groups among the 4 of them?

My need is in the expense categories.

Thanks.

Pei

[casilverthorn.96]

I think I am maybe understanding better - you have categories that you want to track in two different ways, but the set up only provides for one way. As @cowboy13 said, I think screenshots of the groupings you have and where you need additional explained might help. Be sure to either leave out sensitive data or blur/cover it.

[pwishnow]

Hi,

Thanks. That will take me a while to provide the example. I will try

Pei

[Cowboy13]

I get it now.

Check out this…

Timeframe Actuals vs Budget Tracker; ability to exclude Groups and/or Categories

Overview (Updated to version 2.0 in March 2026) I wanted a way to track the detailed income and expenses actuals vs budget totals for any timeframe I choose. I also wanted to be able to exclude certain Groups or Categories to see how things change without those items. [image] This would be a pretty standard budget sheet except for the ability to exclude Groups and/or Categories. I couldn’t find a solution that allowed me to do that. I like to be able to see my income, expenses, and cash fl…

This doesn’t show month by month, but it shows any timeframe you want. You can exclude Groups or Categories off to the right…

Then, the Expense (and Income) total would only include the categories or groups you want.

Do you want to view an entire year by month or would this work? If you want to see multiple years, you can use this, it also allows you to exclude certain Categories and Groups…

Annual Comparison- up to 10 Years

Overview (Updated to 2.1 in March 2026- new features) Now that I have multiple years of transactions in my Tiller sheet, I want to be able to see my annual Income and Expenses for multiple years on one page and wanted to know what my average was over the number of years I choose. In addition, I wanted to see, by Category and Category Group, my annual Income and Expenses over a period of years without certain Categories or Category Groups. One reason why? I am getting closer to retirement and…

Thanks.

[PCB]

@Cowboy13 could we add 1 column to the categories sheet (definitive vs prospective) and add a fourth grouping criteria to the yearly budget sheet?

[pwishnow]

If possible, add another column allow us to include any groups we desire. For example, Total1, Total 2. Total 3… Then show the total 1, total 2 total 3 under the default total expense row on the YBS for those specific groups. That would be cool and informative.
I only need to see the annual sum not monthly. Thank you.

[Cowboy13]

If you need annual then the Annual Comparison sheet I provided the link to earlier should work. Exclude the expense you don’t want to see and it sums up the remaining ones.

If you want to group by something other than a category group, why not use Tags?

As mentioned before, a screenshot would very helpful and eliminate guessing what you are looking for.

[pwishnow]

Thank you. I will try.

pei

[pwishnow]

Hi,

Thank you very much for helping. I solved my problem by adding another sheet to calculate whatever groups I want to include. That’s more flexible to serve my purposes.

Thank you!

Pei

[Cowboy13]

Great news. Glad you were able to get what you want. That’s the great benefit of using Tiller!

[pwishnow]

Thank you and the community for help. That’s a very nice feature.

Pei