Spending and Income Dashboards for Mint Trends Lovers
From:Carl Sjogreen
About
As a recent Mint convert, I was really missing the trends views that Mint has to let me see spending and income cut various ways – so I put together some dashboards that I think replicate a lot of this functionality, and even improve upon it with more flexible filters and the ability to drill into Groups, Categories, and transactions all on one screen.
It’s designed to layer on top of your existing Tiller-linked sheet, so it’s easy for me to roll out new versions (and for you to adopt them!).
Features include:
- A Dashboard tab that summarizes net income over the last 6 months, and a Month / Month spending comparison (ala Mint’s home page).
- A Net Worth Over time tab that shows your total net worth, assets, and liabilities, grouped by account. You can filter this to include account groups, or even add custom account properties so you can filter by whatever you want (I use this for tax status, tagging various types of investments, and account ownership).
- A Net Income Over Time tab that lets you see how income and spending have changed together over time.
- Tabs for Spending by Group/Category, Spending by Merchant (aka Description), and Spending Over Time.
- Tabs for Income by Group/Category, Income by Source (aka Description), and Income Over Time.
- Easy options to filter dates (This Week/Month/Quarter/Year, Last 7 Days/30 Days/3 Months/12 Months, Last Week/Month/Quarter/Year, All Time and Custom).
- Summary tables that show spending/income as well as pie charts to show breakdown of spending, or bar charts (with Y/Y or prior period comparisons) that show spending/income over time.
- Ability to filter to show only specified Accounts, Groups, Categories, or Tags using the Advanced Filters (Click to expand on the right side of any tab).
- Click on the values in Column A to filter the next level charts / transaction table to what’s selected, or use the drop downs.
- Flexible support for Transactions tabs with edited columns (no hard coded column values) so this should work with however you’ve edited your transactions sheet!
- Support for Google Sheet theming so you can customize the colors however you want across all tabs.
View Screenshots
Installation
Version 3.4 of this template is here.
Questions and Feedback
Share your feedback, bug reports, and suggestions here in the Tiller Community.
V3.4:
- Fixed bugs with Spending/Income over time prior year comparisons that caused periods not to line up correctly.
V3.3:
- Fixed a bug that broke Net Worth Over Time if any Groups and Accounts had the same name.
V3.2:
- Changed how importing from the Tiller Foundation sheet works to only import required columns. Hopefully this makes things a little snappier and makes this work better “out of the box” for people with lots of data or added columns.
V3.1:
- Added Net Worth and Net Income Over Time Tabs.
- Added support for custom account properties, to further slice and dice your accounts in filters.
- Added support for a “Closed Date” to correctly track net worth over time.
- Adding dynamic comparison ranges on the Spending/Income over tabs, so you can compare to the same period last year, or the prior period (e.g., This month vs. Last month as well as January 2024 vs. January 2023).
- Support for filtering by tags (with AND/OR)
- New built-in date ranges
- Edit links so you can edit a transaction nearly directly from this dashboard (it will open your main tiller sheet but take you directly to the transaction).
- Added an Income by Source tab (to parallel Spending by Merchant) for consistency.
- Built in recent version tracking and an alert if a new version is available.
- Lots of internal changes to make the code easier to manage and bug fixes to selection code.
V2.6:
- Added filters to Dashboard page.
- Added ability to toggle data range on Dashboard in the period-to-date spending graph, so now you can see Month/Month, Quarter/Quarter and Year/Year!
- Added preview of top Expenses/Income/Transfer transactions in the past month to dashboard page.
- Added preview of uncategorized transactions to Dashboard page.
- Added support for Google Sheets themes (so you can easily adjust colors how you like).
- Changed color scheme from brown which my wife said was ugly.
V 2.5:
- Added a Dashboard tab with net income over the last 6 months, and a Month / Month spending comparison (ala Mint’s home page).
V 2.1:
- You no longer need to add a Type and Group field to your Tiller Transactions sheet – in fact if you did and don’t need them for anything else, please remove them. Now these fields are added at the “Dashboard” layer instead to make this easier to experiment with. You should only need to update the link to your Tiller sheet!
V 2.0:
- Added Filters
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