Yeah everything is dependent on the Transactions sheet loading correctly, so Iām not surprised you are seeing errors other places if that isnāt working.
Can you let me know the actual number of columns and rows you have (not just rows / columns with data, but all rows/columns) so I can try to reproduce this?
In the meanwhile Iām going to edit the sheet to use something like @Mark.Sās suggestion, so you can try to make another copy of the sheet linked above with the new formula and see if that fixes it.
Now it seems to be loading fine. Thanks for the quick fix.
Only issue which i noticed was looks like Defaults were set to non existing groups like in āSpending by Categoryā Filter to Group was defaulting to āLivingā which in my case i had renamed and was not existing. Once i changed it to a Group which from the Drop box i was able to get past that error.
Also there were couple of other sheets which had the same issue,
Those categories/groups are from the sample data set. As soon as you click on anything in Column A on those tabs, or select a new value from the dropdown after youāve added your own data sheet in, it will update with your category names.
Iām planning to do some more work on this over the next few days. Hereās whatās on my list based on my own needs what Iāve heard here. Iād love any other suggestions:
Net Worth over time (w/ filters on account groups and maybe some other categories I need (e.g., Tax status (e.g. tax-free vs. taxable vs. federal tax free vs. state tax free) or ownership (e.g., joint vs. separate property)). Still thinking about the right way to make that generic since I imagine others might have different grouping needs. Open to ideas here.
Net Income over time (blown out version of the graph on the dashboard with a table and summary stats ala Spending/Income over time but that combines net income in one place and allows you to look at longer time ranges.
Fix up some of the script that selects sub categories/groups to not accidentally select wrong things and maybe automatically update as you change groups to something more reasonable (stop this from getting into an error state basically).
Try to make the filtering logic a bit more consistent (add categories to spending by category time, refactor this query code so itās the same on every sheet ā will make it easier to maintain).
Iād like to figure out a way to support editing a transaction from this dashboard by linking into the underlying data sheet. Itās annoying to me if I find a transaction I want to fix up that I have to go find it again in the underlying sheet. I think I can do this with a link although this is definitely on the border of what sheets makes possible, especially with use of QUERY.
Add support for filtering by tags.
I am not a very big budgeter (and I think Tillerās built in stuff has more robust budget support than reporting) but I do have a very simple YTD Budget tab I use in my personal spreadsheet that lets me set an annual budget for a Group and then tells me whether Iām above or below what the āannualizedā tracking towards that budget number should be, as well as āRemaining to spendā this year. Would something like that be useful to add to this, or is it just noise?
These are all great ideas, and Iām grateful for how much work youāre putting into this. Iād just second the support for filtering by tags. Tags are my secret sauce, so this would make the dashboard that much more useful for me.
I like the last idea. If you wanted to push it even further (which Iām not sure you do), you could imagine doing this on a monthly basis in a way that incorporated recurring transactions that you know are going to hit later in the month (i.e., if a car loan payment doesnāt hit until the 25th, you shouldnāt necessarily be celebrating on the 15th because you are below your budget for the month). Like I said, maybe further than you want to push this dashboard, but if you know those transactions are coming than youāve essentially already spent the money and it would be good to have that reflected in a dashboard.
I donāt know what the best way to do this is, but Tiller already has a column in the balance history sheet for account status. It would be a nice improvement to use this to detect if an account is closed. Maybe another column would need to be added somewhere to say WHEN the account was closed, then the net worth could be optimized to not continue trying to track an account after itās been closed. Thatās my biggest gripe with the built-in Net Worth sheet from Tiller
It would not because then the balance history would not be part of the net worth, even though it should be. I just confirmed this by hiding one of the accounts, and it threw off the net worth big time
If you care about having it in the net worth history, then you do want to track the account. I might just be missing what difference youād want to see in the Net Worth report.
Iāve mostly got this built out (my brain hurts with the spreadsheet hacks I needed to do to make it work!) and noticed the same thing. You really want a closed/hidden DATE - otherwise as soon as you hide an account all the historical values of that account are removed. In my particular case I have some duplicate accounts due to the Fidelity connection changing, and I donāt want to have both visible for ever, but I do want the historic value of the OLD account to appear for the relevant dates.
The built in Accounts sheet is particularly inflexible to edit - just adding a column messes everything up - so Iāve created a new account properties sheet to allow for additional account properties and am adding a closed date to handle this case.
Should have an update with think all of the features listed published next week!
One of the things I find myself doing often is looking at the previous month, I use a custom date on Spending Over Time sheet which works well, but would love to see a āprevious monthā option, same with the primary dashboard, I like the month over month view (a lot), but today went to check out my final MoM for December but realized I couldnāt easily visualize it, would be nice to be able to select a particular month.
Thank you again for the awesome dashboard and all youāve given us!
To everyone following this topic, Iāve been working on a BUNCH of new features that Iād love some early feedback on!
New features include:
A Net Worth Over Time tab (includes support for a āclosed dateā on accounts for accurate tracking, as well as filtering by account properties. Account properties and closed date support also requires adding a tab to your MAIN tiller sheet since the built in Account tab is very finnicky. You can copy an example from the linked Tiller Sample Data to your sheet. This is 100% optional however.).
Net Income over time tab.
Lots of bug fixes to script selection code.
Dynamic comparison ranges on the Income & Spending over time tabs, so you can compare to the prior year or prior period.
Lots of new date selection ranges.
Filtering by Tags (with AND and OR logic choices)!
Edit links so you can edit a transaction nearly directly from this dashboard (it will open your main tiller sheet but take you directly to the transaction).
Added an Income by Source (to parallel Spending by Merchant) for consistency.
Built in recent version tracking and an alert if a new version is available.
Lots of internal changes to make the code easier to manage.
However, a LOT has changed, and with over 80 clicks on the link to the last version, Iām releasing this in a āBetaā form to people paying attention to this topic. Iād love any feedback or bug reports from folks and Iāll update the main link after this has had a bit more bake time. (EDIT: Released! Main link updated above.)
Just looked around a bit. So impressive and amazing how much work youāve put into this. Thanks, in particular, for adding the tag functionality. Do you think there might be somewhere on the main page where you can sneak in a cell for tags. Itās not so cumbersome to go to the advanced filters to do it, but it would be even easier if there was just a field where you could enter them on the main page. But I also recognize that thereās only so much you can fit on the main page.
The new version I just posted should let you do this pretty easily. You can select āThis Monthā or āLast Monthā and then compare to the prior period (instead of prior year). Thanks for the suggestion!
New version I just posed supports a āclosed dateā although annoyingly requires a new sheet to be added to your main tiller spreadsheet since the built in Accounts tab is pretty finnicky. There is an example in the linked Tiller Sample sheet I have linked from the dashboard. If you copy that into your spreadsheet and just make sure itās called āAdditional Account Propertiesā you can add a closed date (As well as other account level properties to filter on).
Hey i just wanted to chime in here to say you should add the show and tell tag to this post so that you can get votes for this solution! Great work here!
