Seems like either your balance history isnât importing properly or you have too large a range selected for net worth. Start with something like last 12 months by quarter and expand from there.
@cps. I have been playing with the several tabs that offer âAdvance Filtersâ on the right. So far, although they seem very powerful, they are awkward to use because there are so many checkmarks to individually set or clear.
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Is there a shorthand method in Sheets to select a range of check marks and set/clear/toggle all of them in one whack? If so, please consider adding some sort of reminder text on the screen (for infrequent users).
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If Q #1 is no, then please add some method to accomplish bulk set, clear, and toggle of an arbitrary range of selected checkmarks. Once again, some reminder text would probably be helpful.
My typical use case is to have many items in a single column checked or only a couple items checked. To alternate between these uses, I presently (tediously) need to click dozens of check marks. Yuk! Lots of friction.
Thanks!!
Fill up/down works and is what I do to solve this same issue.
FYI: I had the same issue of too many categories in the âSpending by Categoryâ sheet. When I added the rows as suggested, I noticed the âPercentâ column doesnât get updated for the rows that I added. In my case (and probably othersâ), they would all be 0% anywayâŚso feel free to ignore if itâs not worth it. 
Thanks!
Ah, one more related thing. When I add new rows, the corresponding âExpense categoriesâ in the filters on the same row I added becomes âuncheckedâ.
Iâm not at my computer but I believe if you just fill down the percent column everything will work.
And yes youâll just have to recheck those boxes.
Thanks! I should have checked a little more. There are no separate formulas in the cells, but this in the first row of the Percent column:
=ARRAYFORMULA(IF(C32:C51 / SUM($C$32:$C$51) > 0, C32:C51 / SUM($C$32:$C$51), ""))
I changed all the 51s to 56s to account for my extra rows.
Have you thought about limiting the categories to 19âŚand the 20th would be âEverything elseâ or something similar? I donât really need to see everything after 15 or so categories. Itâs more important that it doesnât give me an error. The last category could be a sum of all the categories that didnât fitâŚand called âEverything elseâ or something similar. I suck at naming things.
Consider that a very low priority enhancement request.
Thanks again, this spreadsheet has already detected errors in my categorization that I was able to fix: one income category marked as expense and my tax refunds marked as âtaxâ which is an expense.
Thanks!! That works perfectly.
I just tried to set this up for myself but my data wonât load - I get the following error in the REF cell (B4 on setup tab): " Error IMPORTRANGE does not support importing in-cell images."
I donât think that error actually causes a problem. Are you seeing other data load in?
I donât know exactly what changed here but others have reported it as well. I will make a change in the next version to resolve this.
Unfortunately no data is loading in.
Did you give permission to the underlying sheet? If you look at the transactions tab do you see any errors or things stuck on loading?
Sometimes making a trivial change to a âloadingâŚâ cell (like adding a 1 at the end), saving it, and then remove it will kick things into motion.
While I was away from my computer for a few hours, it looks like the data loaded! The REF error is still there, but it doesnât seem to affect any functionality. Your spreadsheet is great! Iâm a new user and thought the foundation template was thin - I wasnât sure whether to stick with it. But your additions convinced me to stick around for the annual subscription and see what else is possible with Tiller. Thanks!
Oh great, glad you got it working. That first load in seems to get stuck more often than Iâd like. Itâs a Google Sheets issue sadly.
Once you get it going that first time you shouldnât have problems updating it automatically.
Support âMerchantâ Annotation and Consolidation
The Problem
I use the Description (aka Merchant) field to record both the merchantâs name and to indicate what the purchase was. For example, âAmazon: Socksâ or âAmazon: Cookwareâ.
I prefer to include the âwhatâ purchased in the Merchant/Description field because the field is readily visible in many different views. The alternative of using the Note field is not readily visible in several views. However, including the âwhatâ has the unfortunate effect of creating many related but unique âMerchantsâ. For example, ina view such as âSpending By Merchantâ, I would prefer to see all purchases at the same merchant aggregated into one entry.
The Solution
One way of fixing this is to use a separator character between the merchantâs name and the description of the item, so that the merchantâs name is easily parsable by the Mint Lovers extension. In the reports, transactions where all âMerchantsâ that are identical to the left of the separator character are reported as their sum.
My suggestion is to allow the separator character to be any printable character that is not likely to be part of a merchantâs name. Ie, sentence punctuation ( , . ; : ? ) and special characters ( < > / \ | [ ] { } ~ ! @ # $ % ^ * _ + = ). Characters such as â-â and â&â might be part of a merchantâs name and so do not qualify as separator characters. I could even live with using a single specified separator character, maybe â|â, â~â, or â^â.
Caveat
Perhaps there needs to be an option somewhere to enable/disable this refined behavior, to allow backward compatibility.
Request
Please seriously consider adding this additional functionality. It is a very useful enhancement that lots of people will appreciate.
Thanks!!
Dave Kellogg
Hi @dav.kellogg,
You can accomplish what you are suggesting by making two modifications: one to your Tiller Foundation spreadsheet and the other to the Tiller Dashboard spreadsheet.
Tiller Foundation:
On the Transactions worksheet, add a column to the right of the Description column and give it a name, for example âAdjusted Descriptionâ.
Assuming that your Description column is in column D, enter the following formula on the second row of your newly created âAdjusted Descriptionâ column. Change the reference of D2:D to match the column for your worksheet. The assumption here is that you are using ~ as your delimiter.
=ARRAYFORMULA(SPLIT(D2:D,"~"))
Tiller Dashboard:
On the Config Keys worksheet (which is hidden by default), change the value in column B for the TXN_DESC key in column A to Transactions:Adjusted Description.
With these two changes, I believe you will achieve your desired results.
Hope this is helpful.
AHB
Hi @AHB,
Thanks for the very accurate directions! Well done. Iâm impressed that your design could handle this request. This does indeed accomplish the merchant clustering that I wanted.
However, there are several places in the workbook where fields from my new âAdjusted Descriptionâ column now appear instead of those for the original âDescriptorâ column. So I have lost my description annotation after the separator character.
Iâm kind of on the fence regarding which to use. Giving up description annotation is a fairly big price in order to gain merchant clustering. Could you implement a new key that is used only to accomplish the clustering?
Thanks Again,
Dave Kellogg
You could change the column mapping (in Config Keys) for the Full Description column to use your original Description column so it gets your full annotated data. That way you could see both on at least the tabs (like Spending/Income by Category) that show both description and full description.
1 Like
Hello there, Iâm newish to Tiller.
I"m trying to install this into my google spreadsheet, and when I copy/paste the URL into cell B2, it reads âImported Successfullyâ, without any prompt to give permission to access my Tiller sheet. Iâm wondering if anyone has suggestions for what I might be doing wrong?
thank you
Hi @dpflaum ,
A few things to try:
- Click on cell B4 and see if you receive a prompt to give permission.
- Have you tried closing the spreadsheet and reopening it to see if you get the prompt to give permission?
- Alternatively, you could clear the value in cell B2 and enter it again. Make sure that it ends with #gid= followed by a number. Press ENTER, then click on cell B4 and see if you receive a permission prompt.
Hope this is helpful.
AHB