There shouldnât be any assumption in my stuff that the merchant column does or doesnât exist. Itâs just possible to use that instead of description if you want by editing config keys.
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This is great, and works perfectly. I added a Payee column so I didnât have to use tags or combine payee with description. I really needed this change - thanks for doing it!
Jim
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Brilliant work!! Thank you! I just loaded it up and itâs fantastic. I havenât gone through it in-depth just yet, but the sheer amount of work youâve done is phenomenal. Thank you!
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Out of curiosity has anyone tried these new budgeting/scenario planning sheets I added? I realize they are not as general use but curious for any feedback on them.
Iâve been making some internal improvements and performance enhancements but I think Iâm going to break them out into a separate sheet so they donât slow down the rest of this. Just curious to hear any feedback I can incorporate when I do that.
I took a look at them, but they really arenât something Iâd use. I didnât know how to use them due to my lack of knowledge. But they were well documents with in-cell notes.
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Hey Carl, is it possible to add (de)select-all functionality to the filters?
Or maybe Group/Category dropdown filter/selector?
And a Transactions list time period selection for the entire period, besides specific months?
Like, if I want to view Spending Over Time for one category, I need to individually deselect all the categories, except one. And then individually select them all to switch back. I would also want the option to see the transactions for the full period, as opposed to one month at a time.
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Iâve run into that too but I donât know how to fix it (at least without some custom script). A dropdown doesnât allow multi select, and each checkbox is basically a true/false in that cell - so you can fill down to select/deselect all but there isnât a one click solution to this I can come up with. Do you have any thoughts?
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If the Transactions section could display the full period, a row data filter could work, but that wouldnât be reflected in the chart.
The fill down is a good tip - that couldnât be done with a separate (de)select all check box?
Some select checkbox ideas here, including the tip to use the spacebar to check or uncheck all selected cells:
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Iâm not sure if Iâm missing something here, Carl, but report data disappears when I select Compare To: None? 
Not missing something, sorry, I broke this when making some of the other changes to this sheet. Will fix in my next update.
This worked for me, in viewing the hidden transaction sheet there were cell errors on importing my transactions. Deleting the link to the sample data, letting the transaction sheet clear, then adding in my link imported correctly. Dashboard is exactly what I was looking for, thanks!
Hi @cps ,
You mention that on many tabs you can click on a Group or Category value in Column A (current sheet is Column B) and then the drill into Groups, etc.
I am fairly sure that this was working on the Spending by Category tab and that I saw it happening, but when I was just trying it again, it doesnât change the selected value in the corresponding dropdown list. I notice that in the instructions tab you mention Column A and the values are now in Column B, could that have something to do with it?
Out of curiosity, how are you changing the selected dropdown value based on the value of another cell with focus?
Below is from the Instructions tab you included with the template:
- On most tabs, you can click on cells in column A to automatically drill into Groups, time periods, or merchant / income sources to get to the transactions that make up the reported number. You can also filter using the drop downs above the charts or tables.
Thanks,
AHB
Ahh, the instructions are a bit out of date there, thanks for the flag. The intent is you can can click on the NAME of the group/category to sub select.
This uses some custom AppsScript and Googleâs on selection event â which I have found to be super flaky. I did make some updates in the more recent versions to try to make this a bit more robust, but itâs sometimes very slow, and sometimes doesnât work at all. Refreshing the spreadsheet/switching tabs usually kicks it back into gear.
You can view the script in the spreadsheet, its pretty straight forward.
Hello,
I have the Spending Comparison plot on the Dashboard tab set to year-over-year but it is only showing me 99 days. Is this how it is intended to work?
The one on the dashboard shows spending year to date vs last year, is that what you mean?
Yes, but it it showing only 99 days of data for last year. I would have expected the x-axis to be 1-365, not 1-99.
Good news Iâm seeing the same issue; bad news Iâm seeing the same issue. 
Will try to make a bug fix release this weekend.
Awesome, thank you for the clarification.
When I attempt to open Version 3.7 in Excel I get an error telling me that the spreadsheet is corrupt and cannot be opened.
Is anyone else having this issue?
Maybe because it âoverlaysâ our Tiller Spreadsheet, it is only meant to run in Google Sheets?
Thanks,
James