Help
My Spending Trends, Monthly Budget, Category Tracker, and Yearly Budget sheets have not worked for a few months (data is missing). The sheets worked great when I started Tiller (10/2023) up until recently. I don’t know how to fix the problem.
Please advise.
Thank you.
I’d recommend reaching out to our support team via the chat window in the lower right corner of the Console at https://my.tiller.com/
I am having the same problem. It just started happening over the last few days.
Here is the answer that I got from the bot:
If your Monthly Budget sheet isn’t showing actuals from your transactions data, here are the key things to check:
Required Headers
Make sure these exact headers are in row 1:
Transactions sheet: Date, Category, Amount
Categories sheet: Category, Group, Type, Hide from Reports
Category Setup
Every category must have a Group and Type assigned on the Categories sheet
Type must be exactly: Income, Expense, or Transfer (no custom types)
Don’t mix Income and Expense categories in the same group
Sheet Names
Ensure your sheet tabs are named exactly “Transactions” and “Categories” (without quotes)
Amount Column Format
Try reformatting your Amount column in the Transactions sheet as currency:
Select the entire Amount column
Go to Format > Number > Currency
Budget Entry
Double-check that you’ve entered budget amounts on the Categories sheet starting in Column E
If you’ve made any column insertions to the Categories sheet, this can break the dashboard formulas - you may need to remove those extra columns
@hwqualls did the bot’s response help fix the issue?
