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.
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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All Tiller Money Labs templates and tools are free. However, they are optimized for use in Google Sheets powered by Tiller Money Feeds.
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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.
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This template is compatible with AutoCat for Google Sheets, which can automatically categorize transactions for you. Learn about AutoCat →