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Google Sheets

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 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.

Support & Documentation

Tiller Community Solutions FAQ

Is this template free?

This is a free template built by a member of the Tiller Community. While it’s free for anyone to use, it’s designed for Google Sheets automated by Tiller. Additionally, it’s recommended for use within the Foundation Template.

What is Tiller?

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

What is the Tiller Community Solutions Add-on?

The Tiller Community Solutions add-on is an easy way to install dozens of free, prebuilt sheets for tracking your budgets, debt payoff goals, net worth, savings, and more. It also includes several helpful spreadsheet utilities and CSV importers.

Does this template have any dependencies or special requirements?

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

Have questions about this template?

Visit the Tiller Community with any questions about this template.

Tiller Community Solutions

Browse free budgeting and personal finance templates made by the Tiller Community for spreadsheets powered by Tiller Money Feeds