To install this sheet, go to my Shared Tiller Sheets at Shared Tiller Sheets - Google Sheets
and copy the Monthly Balance Tracker sheet to your own Tiller sheet, by right clicking and copying to your own sheet.
Setup
No setup should be required.
Usage
This will return the last transaction of the month based on the filters specified.
Permissions
Is it ok for others to copy, use, and modify your workflow? Yes
Notes
Anything else you’d like people to know? Keep in mind that while this will return the last balance for each account in each month, the end date is still important. It doesn’t default to “month” but to the specific date, so if you put an early date in your end date, you will miss a later balance that came in.
Sorry for the delayed feedback, but I had a little trouble getting this working out of the box. The dropdown filters in the dashboard weren’t working and I think it was because the formulas in R13:U13 were returning #N/A errors.
Sorry for the delay, I was away for a bit.
Are you getting any data in the results before you try filtering? (I-L?) The column does a unique on the results, and then removes some special characters.
A bit late - Delete the values from B5 (Assets) and D6 (Bank of Hawaii). The filter formulas are trying to match on these hard-entered values rather than building on the values that actually exist in your data.
