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.
Select all the data in your Transactions sheet by clicking the square above Row 1 and to the left of Column A
Add the pivot table as a new sheet
In Google Sheets: Open the Insert menu and choose “Pivot table,” then click Create to add it to a new sheet
In Microsoft Excel: Choose Insert from the menu then select Pivot Table. You can also find it under Tables > Pivot Table. Click OK to add it to a new sheet.
On the pivot table configuration sidebar, select or drag and drop Category to the Rows area.
Select or drag and drop Year for Columns
Select or drag and drop Amount for Values
Add any filters you may want to further filter the data like the year or certain categories.
