The Tiller standard template gives us detailed information about our daily transactions and even provides some handy charts for reviewing our weekly spending trends, but Tiller can do so much more. Creating a simple pivot table opens the door to new ways we can view and analyze our financial data using Tiller. It’s easy too!
Monthly financial reports in Tiller
Perhaps you’d like to review your monthly spending for each category, or a specific one like dining out. A pivot table makes this easily accessible. First, you’ll need to add the month column to your Transactions tab.
Note: check to make sure the Month column is not already there before performing this step. In many newer template versions it's included by default and you can find it by scrolling to the right on your transactions sheet.
The month column is as straightforward as it sounds, and Tiller will populate it for you with each new transaction that the Tiller Feedbot pulls into your sheet. Tiller will not retroactively date your existing transactions, but that’s also easy with the right formula.
If your Tiller Transactions Tab doesn't have the month column, add a new column to the left of your "Description" column and title it “Month.” Fill each cell for existing transactions with the date that corresponds to the first day of the month in which the transaction happened. Assuming your Date fields are in column A, you can paste this formula into each cell in the month column: =date(year(A2),month(A2),1)
We have a quick video below to show you how easy it is to add this column and fill in your data. Going forward, Tiller will continue to populate this column for you.
Next, you’ll need to select all your data on the Transactions tab (click the square in the upper left corner) and insert a pivot table from the Data menu. Google Sheets will create a new tab at the bottom, which you can rename Monthly Spending.
Choose “Category” for the rows and “Month” for the columns. For the values you’ll select “Amount.” You can order the “Month” columns by “Descending” rather than “Ascending” to see the most recent month first. You can also add filters if you only want to pay attention to certain categories.
The pivot possibilities are endless
Pivot tables allow you to slice and dice your financial transaction data any way you like. A table that shows monthly spending allows you to broaden the focus of your money management. If we monitor how much we spend on eating at restaurants our monthly pivot table shows us the general trend around that spending over several months.