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
- View documentation for the Category Rollup Report here the Tiller Community
- All Tiller Community Solutions are exclusively supported in the Tiller Community