If you need to quickly see the total amount spent or earned for a specific set of categories for the entire year for tax reporting you can do this easily with a pivot table by year in a Google Sheet.

If you're just starting out with Tiller you'll only see about 90 days worth of data. Use these steps to get your entire reporting year into your sheet. 

  1. Add the year column to your Transactions sheet

  2. Select all the data in your Transactions sheet by clicking the square above row 1 and to the left of column A

  3. Open the Insert menu and choose “Pivot table,” which will create a new tab in your spreadsheet.

  4. On the pivot table configuration sidebar choose “Category” for the row. 

  5. Choose “Year” for the column.

  6. Choose “Amount” for the values.

  7. Add any filters you may want to further filter the data like the year or certain categories. 

Did this answer your question?