Is there a "right way" to insert data in my Transactions sheet?

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1

I have tried a few different methods, and the way I have done it in some of my personal solutions and ones like this one is to insert between rows 2 and 3. This seems to keep conditional formatting, arrayformulas, and data validation from breaking.

But Tiller™ inserts stuff all the time; transaction splits, new feed data, etc. Is there an “official” best practice way that you could share?

I use Google Sheets. Have tried both Apps Script and Google’s APIS [spreadsheets.batchUpdate Method] Information on either path would be helpful if you have general guidance or a snippet.

Edit: Added clarification that this is for google sheets.

2

I’m not sure if there’s an ‘official way’, perhaps @randy or @heather know. I think one way would be to insert at the bottom and then do a sort, but I’m guessing that’s not how the Tiller tools work.

3

When I manually add stuff to the transactions, I just insert them at the top. When I split a transaction, tiller just splits it right there in the row it is add. It would be interesting to see how tiller actually does it.

4

When we fill transactions they get added to the bottom of the sheet and then sorted by the Date column Z>A (newest to oldest).

The other operations that are adding rows do them in such a way that they won’t break formulas, etc.

Are you using Google Sheets or Excel? They also work differently as far as manually adding rows.

If you’re just adding one off transactions I recommend using the Tiller Money Feeds sidebar add transactions tool as it will add them in such a way where it doesn’t cause issues and also make sure a transaction ID gets set.

If you need to add many I recommend using the CSV Import tool on the Tiller Console at https://my.tiller.com for similar reasons.

5

Thanks for the replies all!

Google Sheets

Yes! This is exactly what I am hoping for a little more information on. What is the “such a way” that Tiller uses? I am making some custom tools and workflows (will share like always if I think even a couple of other people will find useful), so I want to see if Tiller will share any best practices for programatic inserting.