# \#showtell-votes **URL:** https://community.tiller.com/tag/showtell-votes/174.md [Latest](https://community.tiller.com/latest.md) · [Categories](https://community.tiller.com/categories.md) · [Tags](https://community.tiller.com/tags.md) --- ## [Annual Comparison- up to 10 Years](https://community.tiller.com/t/annual-comparison-up-to-10-years/29386)
**Author:** [@Cowboy13](https://community.tiller.com/u/Cowboy13)\ **Replies:** 86\ **Last updated:** [July 27, 2026, 2:02pm UTC](https://community.tiller.com/t/annual-comparison-up-to-10-years/29386 "2026-07-27T14:02:18Z")
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 … --- ## [🏆 Transaction Report+](https://community.tiller.com/t/transaction-report/10854)
**Author:** [@Cowboy13](https://community.tiller.com/u/Cowboy13)\ **Replies:** 37\ **Last updated:** [April 25, 2026, 11:22pm UTC](https://community.tiller.com/t/transaction-report/10854 "2026-04-25T23:22:13Z")
Updated April 25, 2026 to 3.2 for a search bug What is the goal of your workflow? What problem does it solve? How does it help you? Goal is to be able to pull Transactions by many different criteria- time period, Accou… --- ## [Timeframe Actuals vs Budget Tracker; ability to exclude Groups and/or Categories](https://community.tiller.com/t/timeframe-actuals-vs-budget-tracker-ability-to-exclude-groups-and-or-categories/25704)
**Author:** [@Cowboy13](https://community.tiller.com/u/Cowboy13)\ **Replies:** 14\ **Last updated:** [March 22, 2026, 9:05pm UTC](https://community.tiller.com/t/timeframe-actuals-vs-budget-tracker-ability-to-exclude-groups-and-or-categories/25704 "2026-03-22T21:05:58Z")
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 Catego… --- ## [Tiller Merchant Summary (Excel)](https://community.tiller.com/t/tiller-merchant-summary-excel/30859)
**Author:** [@n2linux](https://community.tiller.com/u/n2linux)\ **Replies:** 3\ **Last updated:** [March 14, 2026, 9:33pm UTC](https://community.tiller.com/t/tiller-merchant-summary-excel/30859 "2026-03-14T21:33:36Z")
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 “Merc… --- ## [Budget Review sheet - Summarize expenses, income, and budgets by month or quarter](https://community.tiller.com/t/budget-review-sheet-summarize-expenses-income-and-budgets-by-month-or-quarter/30586)
**Author:** [@rhowell](https://community.tiller.com/u/rhowell)\ **Replies:** 32\ **Last updated:** [February 26, 2026, 6:43pm UTC](https://community.tiller.com/t/budget-review-sheet-summarize-expenses-income-and-budgets-by-month-or-quarter/30586 "2026-02-26T18:43:15Z")
Overview This sheet provides a summary of past transactions by category by month or quarter, two budget review sections, which compare actuals to budgets, for the year and the month or quarter, and a section to revie… --- ## [Remove a Closed account from Balances sheet without losing historical data](https://community.tiller.com/t/remove-a-closed-account-from-balances-sheet-without-losing-historical-data/26060)
**Author:** [@mu3484343](https://community.tiller.com/u/mu3484343)\ **Replies:** 18\ **Last updated:** [February 24, 2026, 4:13pm UTC](https://community.tiller.com/t/remove-a-closed-account-from-balances-sheet-without-losing-historical-data/26060 "2026-02-24T16:13:21Z")
I checked the community a bit but couldn’t get a general sense what the best practice was for the following: I have some newly Closed accounts that are no longer able to connect (since they are Closed and the Institutio… --- ## [Running Balance on Transactions Sheet](https://community.tiller.com/t/running-balance-on-transactions-sheet/28222)
**Author:** [@alan.heatherley](https://community.tiller.com/u/alan.heatherley)\ **Replies:** 15\ **Last updated:** [February 2, 2026, 7:12pm UTC](https://community.tiller.com/t/running-balance-on-transactions-sheet/28222 "2026-02-02T19:12:02Z")
Overview This adds a new column that shows a running balance in the Transactions sheet. You can configure which accounts show their balance, as well as how many transactions back in history you want to show the balance… --- ## [Balance History Tracker](https://community.tiller.com/t/balance-history-tracker/13446)
**Author:** [@yossiea](https://community.tiller.com/u/yossiea)\ **Replies:** 60\ **Last updated:** [January 11, 2026, 8:16am UTC](https://community.tiller.com/t/balance-history-tracker/13446 "2026-01-11T08:16:06Z")
Overview I’ve always wanted to redo the Balance History sheet to track by day (if you run Tiller, you can often get multiple updates by day) and then by account/institution, etc. I then saw a post about tracking balanc… --- ## [Near-term Account Balance Forecast](https://community.tiller.com/t/near-term-account-balance-forecast/12505)
**Author:** [@Cowboy13](https://community.tiller.com/u/Cowboy13)\ **Replies:** 38\ **Last updated:** [October 8, 2025, 5:08pm UTC](https://community.tiller.com/t/near-term-account-balance-forecast/12505 "2025-10-08T17:08:48Z")
October 2025 Update (v2.0) I made some improvements to allow the same Category to be used multiple times with different frequencies. This will will allow you to set up different amounts for the same category with diff… --- ## [Cash Flow forecast by month based on YTD Actuals and remaining monthly budget](https://community.tiller.com/t/cash-flow-forecast-by-month-based-on-ytd-actuals-and-remaining-monthly-budget/32248)
**Author:** [@Cowboy13](https://community.tiller.com/u/Cowboy13)\ **Replies:** 5\ **Last updated:** [October 6, 2025, 12:46am UTC](https://community.tiller.com/t/cash-flow-forecast-by-month-based-on-ytd-actuals-and-remaining-monthly-budget/32248 "2025-10-06T00:46:16Z")
Overview I have a highly variable income (and expenses) month to month and my cash flow will frequently go negative for a few months before it turns positive. Because of this, I am very interested in YTD monthly actual… --- ## [Expenses and Paycheck Dashboard](https://community.tiller.com/t/expenses-and-paycheck-dashboard/28106)
**Author:** [@alan.heatherley](https://community.tiller.com/u/alan.heatherley)\ **Replies:** 2\ **Last updated:** [September 12, 2025, 12:45pm UTC](https://community.tiller.com/t/expenses-and-paycheck-dashboard/28106 "2025-09-12T12:45:12Z")
Overview I’ve hesitated to share this dashboard because it seems so particular to my own circumstances, but maybe someone else would find this useful. This dashboard groups scheduled expenses based on which paycheck th… --- ## [🏆 Auto Balance Forecast](https://community.tiller.com/t/auto-balance-forecast/23063)
**Author:** [@MinFarshaw](https://community.tiller.com/u/MinFarshaw)\ **Replies:** 13\ **Last updated:** [August 3, 2025, 2:28am UTC](https://community.tiller.com/t/auto-balance-forecast/23063 "2025-08-03T02:28:49Z")
Overview This template forecasts the balance of any checking / savings account, fully automatically, without having to do anything except adjust the timeframe you’d like to see, to produce a simple, easy-to-read graph. … --- ## [My take on investment returns tracking](https://community.tiller.com/t/my-take-on-investment-returns-tracking/24370)
**Author:** [@purujit.saha](https://community.tiller.com/u/purujit.saha)\ **Replies:** 42\ **Last updated:** [July 4, 2025, 5:26am UTC](https://community.tiller.com/t/my-take-on-investment-returns-tracking/24370 "2025-07-04T05:26:39Z")
Overview It tracks the IRR (specifically XIRR) of different accounts over specified time periods based on cash flow and balance history. The goal is to get an accurate view of how your portfolio is doing. I have been … --- ## [Tiller Merchant Summary](https://community.tiller.com/t/tiller-merchant-summary/30679)
**Author:** [@n2linux](https://community.tiller.com/u/n2linux)\ **Replies:** 11\ **Last updated:** [June 16, 2025, 12:49pm UTC](https://community.tiller.com/t/tiller-merchant-summary/30679 "2025-06-16T12:49:18Z")
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 … --- ## [New Cash Flow Forecast Sheet](https://community.tiller.com/t/new-cash-flow-forecast-sheet/28240)
**Author:** [@bbruck](https://community.tiller.com/u/bbruck)\ **Replies:** 5\ **Last updated:** [May 27, 2025, 4:07pm UTC](https://community.tiller.com/t/new-cash-flow-forecast-sheet/28240 "2025-05-27T16:07:38Z")
Overview To control our family finances, I really need two things: A budget vs actual (Yearly Budget sheet) and a look at what our projected cash flow will be. The projected cash flow is the actual spending to date plu… --- ## [Debt Payoff Planner + // Cash Flow Index Addition](https://community.tiller.com/t/debt-payoff-planner-cash-flow-index-addition/30858)
**Author:** [@dustin](https://community.tiller.com/u/dustin)\ **Replies:** 1\ **Last updated:** [February 24, 2025, 6:27pm UTC](https://community.tiller.com/t/debt-payoff-planner-cash-flow-index-addition/30858 "2025-02-24T18:27:44Z")
Overview I modified the Debt Payoff Planner template to include a lesser-know debt payoff strategy called Cash Flow Index. The formula considers how efficient a loan is in terms of providing cash flow. Less efficient l… --- ## [Monthly Balance Tracker](https://community.tiller.com/t/monthly-balance-tracker/20506)
**Author:** [@yossiea](https://community.tiller.com/u/yossiea)\ **Replies:** 4\ **Last updated:** [February 23, 2025, 7:30pm UTC](https://community.tiller.com/t/monthly-balance-tracker/20506 "2025-02-23T19:30:08Z")
Overview This is very similar to my existing Balance History Tracker, however this is tracked on a monthly level. Installation To install this sheet, go to my Shared Tiller Sheets at Shared Tiller Sheets - Google S… --- ## [Automatic "Transfer" Matcher with Clickable Links (Google Sheets version)](https://community.tiller.com/t/automatic-transfer-matcher-with-clickable-links-google-sheets-version/29265)
**Author:** [@alan.heatherley](https://community.tiller.com/u/alan.heatherley)\ **Replies:** 14\ **Last updated:** [February 14, 2025, 8:08pm UTC](https://community.tiller.com/t/automatic-transfer-matcher-with-clickable-links-google-sheets-version/29265 "2025-02-14T20:08:55Z")
Overview This is a Google Sheets version of this Excel solution I posted a while ago (🏆 Automatic "Transfer" Matcher with Clickable Links \*\*UPDATED 12/5/24\*\* - #5 by alan.heatherley). This solution provides a clickabl… --- ## [Template: Balances-Only Importer](https://community.tiller.com/t/template-balances-only-importer/28315)
**Author:** [@brettanicus](https://community.tiller.com/u/brettanicus)\ **Replies:** 11\ **Last updated:** [February 1, 2025, 10:34pm UTC](https://community.tiller.com/t/template-balances-only-importer/28315 "2025-02-01T22:34:22Z")
Overview The Balances-Only Importer template is designed for those who want to include only account balances for certain accounts, not transactions. This is especially useful for retirement or investment accounts that … --- ## [🏆 Organized Category Dropdown in Transactions Sheet](https://community.tiller.com/t/organized-category-dropdown-in-transactions-sheet/28175)
**Author:** [@alan.heatherley](https://community.tiller.com/u/alan.heatherley)\ **Replies:** 6\ **Last updated:** [January 10, 2025, 7:06pm UTC](https://community.tiller.com/t/organized-category-dropdown-in-transactions-sheet/28175 "2025-01-10T19:06:27Z")
Overview I’ve had a lot of trouble finding the category I want when adding new transactions, so I decided to find a way to organize the dropdown list to make it easier to navigate. I landed on arranging them by Group: … --- ## [How to Hide the Selected Values in Data Validation Dropdown](https://community.tiller.com/t/how-to-hide-the-selected-values-in-data-validation-dropdown/8893)
**Author:** [@matt](https://community.tiller.com/u/matt)\ **Replies:** 6\ **Last updated:** [December 18, 2024, 10:11pm UTC](https://community.tiller.com/t/how-to-hide-the-selected-values-in-data-validation-dropdown/8893 "2024-12-18T22:11:32Z")
What is the goal of your workflow? What problem does it solve, or how does it help you? I figured out a way to have the Data Validation dropdown hide values that have already been selected, without putting the red error… --- ## [Vehicle Template - Google Sheets](https://community.tiller.com/t/vehicle-template-google-sheets/28932)
**Author:** [@jpfieber](https://community.tiller.com/u/jpfieber)\ **Replies:** 1\ **Last updated:** [November 11, 2024, 3:29pm UTC](https://community.tiller.com/t/vehicle-template-google-sheets/28932 "2024-11-11T15:29:17Z")
Overview The Vehicle is a gathering place for data related to your vehicle: A convenient place to store info such as year, manufacturer, model, VIN, License Plate, etc Tracking of the fuel you use, with statistics… --- ## [Tip for cash flow forecast](https://community.tiller.com/t/tip-for-cash-flow-forecast/28048)
**Author:** [@bbruck](https://community.tiller.com/u/bbruck)\ **Replies:** 19\ **Last updated:** [September 17, 2024, 4:05pm UTC](https://community.tiller.com/t/tip-for-cash-flow-forecast/28048 "2024-09-17T16:05:25Z")
:exclamation: This topic has been superseded by this discussion from @bbruck. To control our family finances, I really need two things: A budget vs actual (Yearly Budget sheet) and a look at what our projected cash flo… --- ## [Period Comparison Template](https://community.tiller.com/t/period-comparison-template/9092)
**Author:** [@susandennis](https://community.tiller.com/u/susandennis)\ **Replies:** 31\ **Last updated:** [July 25, 2024, 8:00pm UTC](https://community.tiller.com/t/period-comparison-template/9092 "2024-07-25T20:00:55Z")
I’d like to revive this in hopes of an actual Actuals comparison over months/years. What did I spend 1st quarter last year compared to 1st quarter this year? All the months last year compared to all the months this year… --- ## [Expected end of year Cash](https://community.tiller.com/t/expected-end-of-year-cash/25699)
**Author:** [@Cowboy13](https://community.tiller.com/u/Cowboy13)\ **Replies:** 1\ **Last updated:** [June 9, 2024, 4:32pm UTC](https://community.tiller.com/t/expected-end-of-year-cash/25699 "2024-06-09T16:32:19Z")
Overview One of the reasons I set up a budget is so I can determine what my available cash will be at the end of the year. I run my available cash very lean and any extra cash I have at the end of the year goes into a… --- ## [Transactions Sheet Spotlight for Google Sheets](https://community.tiller.com/t/transactions-sheet-spotlight-for-google-sheets/25604)
**Author:** [@KyleT](https://community.tiller.com/u/KyleT)\ **Replies:** 0\ **Last updated:** [April 17, 2024, 6:05pm UTC](https://community.tiller.com/t/transactions-sheet-spotlight-for-google-sheets/25604 "2024-04-17T18:05:55Z")
Overview The Transaction Sheet Spotlight :flashlight:is like a window that you create at the top of your Transactions Sheet to obtain an at-a-glance view of entries that might be similar to a flagged or uncategorized t… --- ## [Programmatic Query Builder for Google Sheets](https://community.tiller.com/t/programmatic-query-builder-for-google-sheets/25455)
**Author:** [@KyleT](https://community.tiller.com/u/KyleT)\ **Replies:** 3\ **Last updated:** [April 12, 2024, 1:02am UTC](https://community.tiller.com/t/programmatic-query-builder-for-google-sheets/25455 "2024-04-12T01:02:04Z")
Overview The Programmatic Query Builder (PQB) is a Google Sheets template that brings a unique perspective to learning and using the Google Query function. I initially developed the template to simplify my own process … --- ## [Forecasting a Bill-Pay Account Balance](https://community.tiller.com/t/forecasting-a-bill-pay-account-balance/11462)
**Author:** [@Brad.warren](https://community.tiller.com/u/Brad.warren)\ **Replies:** 0\ **Last updated:** [February 2, 2022, 8:03pm UTC](https://community.tiller.com/t/forecasting-a-bill-pay-account-balance/11462 "2022-02-02T20:03:24Z")
What is the goal of your workflow? What problem does it solve, or how does it help you? This simple tool supports the need to monitor the balance of a bill-paying account by providing a space to list recurring transacti… --- ## [Expense visualization via sankey](https://community.tiller.com/t/expense-visualization-via-sankey/11368)
**Author:** [@roleary](https://community.tiller.com/u/roleary)\ **Replies:** 0\ **Last updated:** [January 28, 2022, 3:34am UTC](https://community.tiller.com/t/expense-visualization-via-sankey/11368 "2022-01-28T03:34:07Z")
Numbers removed. Some text blurred. The full diagram has all those details of course. What is the goal of your workflow? What problem does it solve, or how does it help you? To get a big picture of how we spend our … --- ## [My Updated Method for Including Paycheck Deductions](https://community.tiller.com/t/my-updated-method-for-including-paycheck-deductions/10541)
**Author:** [@jpfieber](https://community.tiller.com/u/jpfieber)\ **Replies:** 9\ **Last updated:** [October 12, 2022, 11:23pm UTC](https://community.tiller.com/t/my-updated-method-for-including-paycheck-deductions/10541 "2022-10-12T23:23:06Z")
What is the goal of your workflow? What problem does it solve, or how does it help you? Though I see my net paycheck deposit as a transaction that Tiller pulls in from my credit union, I wanted the gross amount to show … [Next page](https://community.tiller.com/tag/showtell-votes/174.md?match_all_tags=true&page=1&tags%5B%5D=showtell-votes)