Category Rollup Report for Google Sheets
by Randy H.
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.
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.
- This free template works best with Google Sheets powered by Tiller Money
- The easiest way to use this sheet is with the Foundation Template