Balance History sheet not updating

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21

@arvind.govindarajan

So, the workaround is an interim approach until they actually get around to fixing it, right?

Blake

22

I hope so… Depends on how long the fix takes

23

@arvind.govindarajan

Please keep following up with them until it gets fixed, OK?

Blake

24

The issue is with large data sets and sheets where there are many (more than probably 15-20 … we don’t have an exact number yet) accounts connected.

The transactions will update but when it gets to balances the operation times out and doesn’t complete. This is somewhat of a limitation of Google Apps Script but we can address it. It may or may not be compounded by the Feeds addon having to sort the sheet after the balance update happens. It could be adding the latest balance but timing out before the sort finishes, perhaps why trimming the rows in Balance History helps? Maybe there are some newer ones stuck at the bottom of the sheet? I’m not convinced that the trim is actually useful for this specific issue.

I am working directly with @adekunledauda on his issues via support. I float back and forth between support and community.

We’ve had a lot going on this week with a surge in growth overloading the systems and appreciate everyone’s patience as we continue to improve scalability and address bugs.

1 Like
25

Hi @randy - I’d love to try out the Trim Balance History utility. But I’m running an older budget template (built in 2018…AGES ago!) which has the Index column. Is there a workflow to rename/replace Index with Account ID? Could I even just rename the column to Account ID? I wanted to check before I did that and broke a bunch of stuff.

Thanks. Keep up the awesome work!
Adam

26

Good question, @amiller72. The original Balance Trimmer was built around older Index-based sheets in the Tiller Utilities add-on. I migrated and updated those workflows about 4 months ago and added them to Tiller Labs. They were running in parallel for a bit then we deprecated Tiller Utilities last months— since it was so out of date— and removed it from the store.

A few options:

  1. Consider creating a new spreadsheet built around the new tools and workflows. To do this, create a new Foundation Template in the console. Link the relevant accounts using the Tiller Money Feeds add-on. Then, run the Tiller Labs Migration Helper to pull categorization and customization from your data set. This is the most robust way to get your tooling all setup on the newest tools. The Migration Helper isn’t perfect but it’s pretty good. If you like the new version, shift over to it. If you’re not happy with the data migration, just unlink it and throw it in the trash. Shouldn’t take more than 15 minutes to give it a try.
  2. I think your idea about using Index as Account ID may work though having that column populated with Index values could complicate a future run of the Migration Helper (best to delete it before then if the values aren’t real). Consider making a copy of your spreadsheet. Insert a new column in Balance History, duplicate/copy the Index column into it. Rename the column Account ID. See if you can run the trimmer. If you’re happy with the data set, perform the steps in your live sheet.

Good luck. Let me know what you do and how it works out.
Randy