|
:trophy: Year-to-Date Comparison - Excel
|
|
59
|
3289
|
November 11, 2025
|
|
Historical Cash Flows
|
|
2
|
56
|
November 10, 2025
|
|
Monthly Budget date range customization
|
|
2
|
43
|
November 10, 2025
|
|
Real or Nominal Investment ROR in Retirement Planner
|
|
3
|
42
|
November 10, 2025
|
|
Need list of holdings
|
|
5
|
524
|
November 10, 2025
|
|
:trophy: Account and Category Report
|
|
33
|
2330
|
November 9, 2025
|
|
Tag report not updating
|
|
0
|
24
|
November 8, 2025
|
|
Fidelity refresh failing since 27-OCT-2025
|
|
8
|
106
|
November 8, 2025
|
|
:trophy: Paycheck Deduction Transaction Generator
|
|
134
|
8771
|
November 7, 2025
|
|
Docs: Bill Payment Tracker (Excel)
|
|
22
|
5426
|
November 4, 2025
|
|
Profit & Loss Report 'Uncategorized' & 'Category not Found' - Ghosts?
|
|
3
|
64
|
October 31, 2025
|
|
How to categorized transactions by both category and who made the transaction?
|
|
10
|
119
|
October 31, 2025
|
|
How to show a transfer to savings account?
|
|
21
|
138
|
October 30, 2025
|
|
Tiller reports missing many transactions
|
|
6
|
72
|
October 29, 2025
|
|
How to create an add-on
|
|
2
|
55
|
October 28, 2025
|
|
Looking for a Group Budget solution
|
|
9
|
97
|
October 28, 2025
|
|
Yearly Budget - Show group total only?
|
|
1
|
18
|
October 28, 2025
|
|
New Envelope Budget v. 2.0 Released for review
|
|
114
|
8255
|
October 27, 2025
|
|
Passkey Support
|
|
8
|
183
|
October 27, 2025
|
|
Investment returns over typical time periods- YTD, 1, 3, 5, and 10 (and custom dates)
|
|
5
|
222
|
October 26, 2025
|
|
Including Redfin Home Values Automatically
|
|
20
|
632
|
October 26, 2025
|
|
Updated "Yearly Budget" sheet that does not rely on "Monthly Budget" sheet and added features
|
|
28
|
168
|
October 26, 2025
|
|
Catergories on Transactions Sheet
|
|
3
|
50
|
October 25, 2025
|
|
Alternate method of adding Manual Transactions (aka Adding manual transactions from your phone)
|
|
7
|
131
|
October 24, 2025
|
|
Changing Date Formats for non-US users
|
|
16
|
1547
|
October 23, 2025
|
|
Category filter
|
|
2
|
58
|
October 21, 2025
|
|
Power of Query vs. Filter when you have an unknown number of values to filter a column
|
|
1
|
62
|
October 21, 2025
|
|
Starting over with new Foundation
|
|
5
|
522
|
October 21, 2025
|
|
Near Term Account Balance Forecast II (alternate to previously shared template)
|
|
5
|
93
|
October 19, 2025
|
|
:trophy: Expense Forecasting and seeing upcoming expenses on a Calendar - UPDATED 4/15/24
|
|
14
|
1887
|
October 17, 2025
|