I think if you just want Net Income grouped differently, you may be better off just doing it off of Transactions. If you care about any of the filtering options or different date ranges, thatās where a lot of the work on this sheet is.
I think it would be relatively easy to build a summary table based on whatās here already to sum this up by month/quarter/year.
C
@cps would it be possible to either include or exclude the tags? Right now it seems like if they are all unchecked they are included. However, if you check one of them, it excludes all transactions except the selected one. I would love to see an option with No tag to include or exclude and then have all the tag options included/checked by default. I am looking to exclude all transactions with X tag. All other transactions I would like to see
Will add it to my list! Iām working on a bunch of other updates currently that I hope to get out before the end of the year.
I also was unable to get the sheet to work until I inserted a āMerchantā column into the sheet. It just sat there with every page blank as if I had no transactions.
Repro:
Note:
Well, after I wrote all that up I discovered that just adding a new column also fixed itā¦ and then I did another test and discovered that just changing a field fixes it.
So! I suspect there is some triggered function that runs when the linked sheet is updated that doesnāt run when the sheet is first linked.
Not sure if you can fix it to just also run that function after successful link, but if not it would at least be worth updating the instructions with a note telling people to make some change to the main spreadsheet to trigger an update.
PS: Thank you for making this dashboard - incredibly handy for visualizing transactions!
Yeah, sorry about that. Unfortunately this isnāt any script Iām running, its in the Google sheets cell update dependency logic and sometimes it just gets a little stuck. In order to be able to import large transaction sheets Iām doing some āfancyā (e.g., kind of hacky) IMPORTRANGE calls that have dependencies on one another, and if that dependency chain doesnāt process properly it just gets stuck. My best tips are to just delete the URL of the imported spreadsheet, let it āprocessā, and then add your URL back in, or to go into the Transactions tab and add a trivial error (like add a 1) in the formula in the top left cell, hit return, and then fix the error (e.g., remove the 1). That seems to force a reprocessing that usually gets it unstuck. Once itās imported successfully Iāve never had this problem come up again.
@cps first thanks for this, itās great!
I had a question on whatās the preferred way to backfill balances (from the mint days), I tried adding rows to the ābalance historyā sheet, but this breaks on the next refresh with āArray result was not expanded because it would overwrite data in G123ā so I had to delete those rows. I suppose I could add like a million empty rows in between? or is there a better way?
Thanks again!
Where are you seeing that error? You should be able to add rows to the balance history tab in the underlying tiller sheet (not this dashboard) without any problems.
@cps ah, thanks, didnāt realize the underlying also has a balance history tab. For the ābalance idā column, do I just put random unique ids?
Sure, or just leave it blank - it wonāt impact anything.
Hello CPS,
As a former Mint user, I really like your dashboard. Thank you for creating it.
On the Net worth Over Time sheet, you have in the bottom right corner a list of the userās accounts for a particular date and a sum of net worth on that date for each group of accounts. What isnāt listed is the net worth of each individual account listed below the summed total. That would seem to be a helpful thing to see.
Is it practicable to add that?
Thanks,
Tom
Yes, that is the intent and used to work ā Google Sheets changed something. Iāve fixed it my local copy but need to get an update to this ready with a number of changes Iāve been working on. Iāll try to do that sometime in the next few weeks.
Thanks so much CPS.
Tom
