Category Rollup Report for Google Sheets

Use the Category Rollup report to get a detailed view of your finances for a selected time period organized by type, group, and category. The Category Rollup report is also great for itemized deduction reporting during tax time.

Category Rollup Report for Google Sheets

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 is 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.

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  • How do I get this template?

    The best way to use a Tiller Money Labs template is with a Google Sheet powered by Tiller Money Feeds.

    All Tiller Money Labs templates and tools are installed into Google Sheets via the free Tiller Labs Add-on for Google Sheets.

  • How much does this template cost?

    All Tiller Money Labs templates and tools are free. However, they are optimized for use in Google Sheets powered by Tiller Money Feeds.

  • What is Tiller Money Labs?

    Tiller Money Labs builds templates, tools, and workflows for spreadsheets powered by Tiller Money Feeds. About Tiller Money Labs

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  • What do I get with a Tiller Money subscription?

    Only Tiller Money automatically updates spreadsheets with your daily finances so you can easily track everything in one place with the greatest flexibility and control.

    You can try Tiller Money completely free for 30 days. Every Tiller Money subscription includes:

  • Works with AutoCat

    This template is compatible with AutoCat for Google Sheets, which can automatically categorize transactions for you. Learn about AutoCat →

     

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