I’d like to create a second budget sheet that is based on a sub-set of the connected accounts.
I know how to add/ duplicate a sheet but I need help in adding a filter that allows me to based the budget on a few of the accounts only.
Hi @gavin,
You can specify which accounts will be synchronized either in the Tiller Console under your specific linked sheet, or in your sheet’s Tiller Money Feeds sidebar under Connected Accounts. Check or uncheck the boxes as needed to include accounts on the sheet.
so you can have two different sheets with two different sets of connected accounts? the console would reflect all accounts and the sheets would be where you specify which ones?
so you can have two different sheets with two different sets of connected accounts?
Yes, you can! 
the console would reflect all accounts and the sheets would be where you specify which ones?
You can manage from the console or the individual sheet. Expand each sheet title in the Console to select the desired accounts.
well, i’ll be darned. THANKS.
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To be clear, when you say ‘sheet’ you mean file/workbook/worksheet, not a sheet/tab within a file/workbook/worksheet. The accounts you choose would apply to every sheet within a file.
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Thank you for your clarifying question. In fact, I am looking at the sheet/tab approach.
I already have set it up with a different file the way the other suggestions have indicated. One file has all my accounts and the second file has the filtered accounts. This approach results in duplicate work when it comes to reviewing categorization (not everything is picked up or picked up correctly by the auto categorization). It’s a reasonable workaround if the preferred approach is not possible.