Oh, I see! This sheet isnât really designed to track charges and payments to your card.
However, it should work with a small change. If you want to try, change the formula in cell DX1 to the following, which will allow you to select your credit card account in column A:
=let(this_result_,
query({DS:DS,DT:DT,DU:DU,DV:DV}, "select Col1 where Col3 is not null label Col1 '"&CHAR(10)&"All Accounts"&CHAR(10)&"("&cell("address",BE1)&"-> not in use)'", 1),
{this_result_;MAKEARRAY(rows(B:B)-rows(this_result_),columns(this_result_),lambda(r_,c_,IFERROR(1/0)))})
You can then enter charges and payments (transfers). Youâll want to enter charges as negative amounts and payments (transfers) as positives.
Let me know what you find, and I can help troubleshoot.
Would it be possible to offer a âviewâ option (with a simple click button) to hide reconciled transactions (and unclick to see them again)? That way the sheet will show only those transactions that are yet to come, hence easier to keep track of what needs attention. Yes, I realize itâs possible to do this already by adding a filter on column Q, but that takes a few steps â and it just struck me that this might be useful to have readily at hand). Just a thought. Thanks!
Neat idea, but I donât know of a way to do that without a script, which would trigger a security warning and discourage people from using the template. Youâre right that a filter will let you hide reconciled transactions.
Another thought: Since reconciled transactions donât show up in the blue-header table to the right of the graphs, I tend to use that area to review upcoming transactions and treat the leftmost, green-header table as a data-entry area.
You can also ask Gemini to write a script for you. Try a prompt similar to âWrite a script that, when a button is clicked, creates a filter and shows only those rows that are TRUE in column V.â
