Auto suggestion description text based on prior entries

Spreadsheets Google Sheets
1

I have a very minor issue that I am wondering if the larger group has any suggestions. I use manual transactions a lot, then go back and reconcile as the transactions clear the bank. The manual transaction UI description field allows free form text and does not suggest text from previous entries. This is generally fine, but as I am manually entering 15-20 transaction at a time I tend to fat finger at least one of the descriptions or enter something totally unique other times. I am usually entering the roughly same 15-20 descriptions each month, so there isn’t a lot variability in the entries.

When I run reports that group by description, these mistakes cause these transaction to appear separately. Then I have to do a search and replace for the incorrect description in my transactions sheet.

My initial thought is to have a list of “common descriptions” that would populate a drop down. But I wouldn’t be locked into those choices, they would just be suggestions to save some keystrokes. Not a huge deal but if there is a mechanism or process I can use to help eliminate these typos I thought I would ask the forum.

1 Like
2

I believe both excel and sheets has that, but the row cannot have a between between them and the starting characters have to be the same ie

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you’ll see sheets starting to suggest cash
excel has the same
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if you’re looking for a full list, you can technically do data validation, where you would select the row itself, so that it’ll populate from what you have already, sheets doesn’t readily let the validation reference itself,
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but you can get around it but taking a UNIQUE of that row and using that as a validation

3

Hello,

When using the manual transactions tool, I let the notes field blank.

I then go and do all of them in the transactions sheet afterwards.

If they are the same every month, you could even set Autocat (or Autokitten) rules and just run it once you’re done importing all your manual transactions.

4

Thanks all for the suggestions. Not quite what I’m looking for though..

Coming at this from another angle; question for the Tiller devs.

The Account and Category dropdowns are already sourcing data from my foundation template so it is aware of some of the data in the sheet. Is there a way to hook into the Manual Transaction dialog to populate some suggestions for the Description field, via an App Script or similar?

5

Good idea about integrated description suggestions for the manual transaction tool @jwrobbins , do you mind creating a feature request https://community.tiller.com/c/feature-requests, this will be visible to the product team and other Community members can vote it up!