About the Category Tracker Report
The Category Tracker Template is a powerful yet simple way to understand your spending and cash flow over a configurable time period. It’s one of the most popular Tiller Community templates.
Using the Category Tracker Report
Use this template to build a pie chart visualizing your spending and income in each of your transaction categories over a customizable date range.
The template also lists your category totals, income, expenses, transfers, and net cash flow for your selected time period.
Installation
This template requires a free trial or active subscription of Tiller to try.
- Launch Tiller Money Feeds
- Under Templates near the bottom, click Browse
- Find the template in the list using search or scroll to find it
- Click the template name in the list to expand its card
- Click Install to add the template to your spreadsheet
- Read more in the Tiller help center
Support & Documentation
View documentation for the Category Tracker Report here the Tiller Community
@heather Any chance that a date column could be added to to this between columns C & D? When I run the report, it would be more helpful for it to also pull in the date of the transaction rather than just the transaction name and the amount.
Hi @cedrus,
That’s a great idea. Do you mind adding a feature request for this?
Heather
Heather asked me to tag @jono
I found a problem with the formula in the Category Tracker sheet.
The category summary for the period has in incorrect formula. Cell A7 should be =iferror(QUERY($G$7:$I$200,“SELECT G, H WHERE I<>‘Hide’ AND G<>’’ ORDER BY G ASC LABEL G ‘’, H ‘’”, -1),"") It is currently starting on $G$8, so the first category is skipped from the period summary.
Thanks
Brent
BTW – I had just installed this solution, so it should be the latest version.
Hi @brenttempleton,
Thanks for catching this error. You are correct that the formula had the wrong cell reference.
I have fixed the sheet to Version 2.02, which will correct this error. It is available now.
Jon