A category report is great if you need to see a breakdown of business expenses for a specific category. The Category Report details line item transactions across the selected period grouped by the transaction description.

Generating a Category report

  1. Make sure you have categorized transactions within the desired reporting period.
  2. Open the Add-ons menu at the top of your Tiller spreadsheet.
  3. Choose Tiller > Business > Generate Report.
  4. Choose the Category Report radio option in the sidebar that appears.
  5. Choose Select Report.
  6. Select a category to report on.
  7. Choose the desired time range settings for the report.
  8. Optionally, enter any range filters for the amount field.
  9. Click Create Report. 

A new, readily-printable tab will appear along the bottom of your Google Sheet with the sheet name “Cat Report” containing a report per your configuration settings. 

Printing or Saving the Report

Each time you generate a Category Report, a new tab will appear along the bottom. Feel free to print the report, either a physical copy or to a PDF, and then delete the report tab from your Tiller spreadsheet if you no longer need it after the original report generation.

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