Is there a way to have one account populate it's own "Transactions" tab?

Spreadsheets
1

I know I can use pivots, filters, IMPORTRANGE and/or FILTER funcctions, but for a specific reason I’d like to know if it’s possible for one of my accounts to populate it’s own Transactions tab, separate from the other accounts.

2

Would maybe the Account Filter tab help get you the info our want?

3

Almost works for what I need, but it’s Read-Only so doesn’t solve my problem.

My Goal:

A tab, showing Transactions from only 2 Accounts, with the ability to add Notes on rows (specifically; a dropdown per row). With IMPORTRANGE, FILTER, etc. you run into the problem of “Static Vs. Dynamic” data; meaning you add a notes column, but each time the source data changes (ie more rows are added) your notes column does not move/change with the additional/new rows.

Why not use the single Transactions tab?

I am syncing 12+ accounts, including both business and persona, and I only need to add these “notes” to 2 of them; so doing everying on the Transactions tab is error prone (and I really do not want to mess with that Tab, as it it can break all sync’ing).

That said, I think you’ve answered my question; which is “No, there is no way currently to tie an account to a specific tab.”

Thanks!

4

Currently/technically no because the system takes the new data from the banks/aggregators; compares against the transaction and balance history tab and populates what’s new. The only way to get away from using functions is to create a new linked spreadsheet and add only that account there.

But from your follow up it seems you want the 2 accounts on a separate tab so you can easily add notes, but you still want to have them pulled to all the budget, spending and other data analytics tab?

seems like you’re familiar with importrange, but could you add the notes to the 2nd sheet that only has the 2 accounts, use importrange and if to pull in the notes based on the transID, that way it’s both dynamic data?

1 Like
5

Yes; using a second sheet (and the IMPORTRANGE on the first/primary sheet) could work to achieve the goal.

I’m not giving up on the single sheet approach though, and I think I can achieve what I need by using Tags & Tag Reports, plus some scripting to watch for rows w/ out “tags”.

I’ll author a new post if I figure it out, to share.

This one can be closed, thanks.

1 Like