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.

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Tiller Community Solutions FAQ

Is this template free?

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

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What is Tiller?

Tiller is the only automated personal finance service for Google Sheets and Excel. Tiller keeps all your daily spending, income, and account balances updated in your spreadsheets, so you can easily see where you stand at a glance and gain powerful insights about your money. Learn more →

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.

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