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