Retro generate transaction sheet with "Merchant Name"

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1

I recently added “Merchant Name” to transactions sheet. Is there a way to reto fit previous transactions to this column name. Wish I had known about this earlier - very useful

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2

I think you could accomplish this by:

  1. create a new Tiller template spreadsheet via the console
  2. insert the Transactions sheet Merchant Name column
  3. start Tiller Money Feeds to link all the accounts you want
  4. perform Fill, if completing #3 didn’t already (you’ll have your entire Tiller Transactions history with merchant names)
  5. duplicate that Transactions sheet and rename to something like Merchant Names
  6. copy the Merchant Names sheet to your primary Tiller spreadsheet
  7. switch to your primary Tiller spreadsheet
  8. rename the Copy of Merchant Names sheet to Merchant Names (this is now a lookup table)
  9. in the Transactions sheet, insert a column next to Merchant Name
  10. copy/edit this Google Sheets formula into the new column header row using your spreadsheet column letters
={"Merchant Temp";ARRAYFORMULA(IFERROR(XLOOKUP(INDIRECT("T2:T"),INDIRECT("Merchant Names!J2:J"),INDIRECT("Merchant Names!I2:I"))))}

Where:
T is the Transactions sheet Transaction ID column
J is the Merchant Names sheet Transaction ID column
I is the Merchant Names sheet Merchant Name column

  1. filter the Merchant Name column to display only (blanks) and copy/paste-values-only from the Merchant Temp column to the Merchant Name column
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3

Thank you Mark S. for the help on my Merchant Name question

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4

Thanks leader @Mark.S ! :slightly_smiling_face:

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