One thing I noticed right away was that I needed to be able to view the transactions that make up the totals in the yearly and monthly tabs, so that I can see why it was significantly high or low or to see if I potentially miscategorized a transaction.
I have a lot of experience building Google sheet add-ons so I decided to make an add-on to accomplish this.
The way it works is you just click on any “actual” cell, and the transactions appear in the sidebar.
I’m pretty sure many others would find this helpful so I decided to publish it.
I’m actively working on it, so if anybody has any feedback or suggestions. Please just let me know and I hope to implement them.
Yes. For the add-on to function, it needs permission to read the data in the spreadsheet you currently have open. However, it does not connect to or access your financial accounts the way Tiller does. The add-on can only view the data that already exists within your Google Sheet. It does not have any access to your actual bank accounts, credit cards, or external financial services.
I like your design, but prefer to control access to my data. Can you share your code and I’ll drop in my own AppScript project? No worries if not, shouldn’t be too hard to duplicate. I’ve been thinking about doing something similar with my Tiller pivot tables, but there’s no sheets api to get the current pivot table query setup. Having a new sheet popup every time I drill down is annoying when I really just want to fix up the bad data in the Transactions sheet.
Hi thank you for the add-on. I’m having a bit of trouble. I click on an actual cell in the yearly budget and monthly budget, but no sidebar appears and no other data appears. I must be doing something wrong. Help is appreciated. Thanks!
