The Yearly Insights sheet allows you to get a summary of the previous year’s or current year to date earnings, spending, and some other useful information about where you spent money and how much you spent in each category.
Here are the steps for getting this insights sheet into your Tiller spreadsheet.
- Navigate to the Tiller Console.
- Open the spreadsheet for which you would like to see yearly insights.
- Copy the URL of the spreadsheet from the address bar in your browser.
- Open the Reports Master sheet found here.
- Right click the tab name “Yearly Insights” at the bottom.
- Chose “Copy to” and paste in the URL of your Tiller spreadsheet into the bottom of the dialog that pops up.
- Open your Tiller spreadsheet where you just copied the Yearly Insights sheet.
- Double click the tab name and rename it from “Copy of Yearly Insights” to “Yearly Insights”
- Start gaining insights!
Customizing Your Spending Insights
You can make a few customizations to your Yearly Insights sheet. You can choose a different year or choose whether you want the category spending summary to be sorted by total amount or alphabetically by category using the dropdown menus at the top of this sheet.
You can also change the number of top descriptions that are displayed from 5 to 10, 20, 25, or 100.
Note: transactions that are categorized with categories that are not present on your Categories sheet are not included in any totals. Sort your transactions sheet by the Category column to find out if you have any deprecated categories.
Excluding categories marked as "Hide from Reports"
To exclude categories that are marked "Hide from Reports" on your categories sheet, change the formula in D5 on the Yearly Insights Sheet FROM:
=query(S:V,"SELECT S,T WHERE S IS NOT NULL ORDER BY "&M9)
TO
=query(S:V,"SELECT S,T WHERE S IS NOT NULL AND V !='Hide' ORDER BY "&M9)
If this change is made, hidden categories won't be listed in the Total By Category list (column D), but the income and spending total amounts in Column A and B and the chart will still reflect spending/earning from those categories.