Category Rollup Report for Google Sheets

The Category Rollup report organizes your financial data based on your configuration settings.

About the Category Rollup Report

The Category Rollup report organizes your financial data based on the configuration settings you chose and then by type (income, expense, or transfer), group, category, and then the transaction details including date, description, amount, and note.

The Category Rollup Report provides a static view of your data.

It’s perfect for archiving reports by set time periods. If you make changes to the transactions sheet (like recategorizing transactions or adding in manual transactions) after the report has already been generated, the report will not automatically update with those changes.

Support & Documentation

FAQ

Unless otherwise noted above, this is a free template built by a member of the Tiller Community. Some community templates may only be accessible via the Tiller Money Feeds add-on, which requires a Tiller free trial or subscription to use. Additionally, it’s recommended for use within the Foundation Template.

Tiller is the only automated personal finance service for Google Sheets and Microsoft Excel. Tiller automatically imports your daily spending, income, and balances in your spreadsheets, so you can see all your finances in one place and manage your money, your way. Learn more →

Unless otherwise noted above, this free template is installed with the Tiller Community Solutions add-on for Google Sheets. It's an easy way to browse and install dozens of free, prebuilt sheets for tracking budgets, debt payoff goals, net worth, savings, and more, all from the Google Sheets sidebar. Some community templates can be installed using Tiller Money Feeds. See Installation details above.

This template for Excel works best when installed in Tiller’s Foundation Template.

Review the Support and Documentation section in the template details above to learn how to get support for this template in the Tiller Community.

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