Linkage between Transactions sheet & Monthly Budget Report

:wave:Using Google sheets, I cannot get my transactions data to populate the Monthly Budget sheet. Spent a lot of time with Gemini trying to troubleshoot, but no luck. Thanks. (MacOS Tahoe, M4 MacMini)

First off, welcome to Tiller Community.

Are you getting errors or is it simply blank? Sharing more insight will help.

Welcome to Tiller @ebondfrancisco !

It looks like from your post you are using Googel sheets on a Mac. Has this issue been resolved yet?

Thanks, no it hasn’t been resolved yet. I still can’t get my transactions to total up and appear in the monthly budgets sheet.

If you look in the hidden section of the sheet, does T15 (should be type) contain this formula? This is what is in mine, and my actuals for the month are there.=arrayformula(if(row(T15:T)=row(T$15),“Type”,if(isblank($V$15:$V),iferror(1/0),iferror(vlookup($V$15:$V,{$S$16:$S,$Q$16:$Q},2,false),“(hidden)”))))

If you have not done any modifications to the sheet, you can restore the sheet, and then see if that results in the transactions being restored.

Sorry, but I don’t see a column T. Ends with S “Source”

Oh I am sorry, I didn’t specify to check the monthly budget sheet column T.
Before looking at that: I just suggested this on another post: check cells H2 and H3 to ensure you have the correct date - I had to change the date on mine to 2026 - it defaulted to 2018 (I edited the dropdown using the little pencil.)

Thanks so much Christina. This is what I see. Why are these hidden? That might explain part of the problem.

(attachments)

For the ones that are hidden, check the next column over and see what the category is. The category might be one you have chosen to hide. On mine, for example, my transfers are hidden, but also I have things I have marked as investment transfers hidden as they don’t effect my budgets, just stuff that happens in my investment account. Are you getting things populating as actuals in your food, and so on down that list in your screenshot?

They columns are hidden as it is part of the spreadsheet working data to make the report work. It is not normally needed to see unless you wanted to modify your own report.

OK, it seems to be fixed. Thanks so much for the recommendations. Eventually what I had to do was make ssure my categories were correctly set up, and then reviewed every transaction - hundreds of them! - to make sure it was correctly categorized. They finally matched up, and the Monthly Budget started displaying the totals. Huzzah!