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. Perfect for itemized deduction reporting during tax time.

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.


Compatibility and Support

Designed to work with: