Greetings, all,
My reports (savings budget, monthly budget, category report, rollup report) are all missing many tranactions for the month. Those transactions are in the Tiller transaction template, all categorized correctly (I think). But in the reports, a dozen or more are missing, and the totals are incorrect.
Any suggestions? I apologize if this was already covered, but I could not find an answer after searching.
Thanks!
-jeff
Greetings Jeff!
I will start this troubleshooting effort out by investigating the
Part of your question.
I’m assuming here that you have a brand new account and spreadsheet created and have filled all of your transactions into it. And also set up your categories sheet to match your category needs.
If you’re missing expected amounts in those templates based on this then I’m willing to bet that you haven’t got them all categorized. Check on your transactions sheet and in your “category” column to make sure that every single transaction has been assigned a category. (Something to check for would be to see if you accidentally filtered out some transactions maybe) That would look like 3 or 4 little triangle lines on the column header.
Please check this and report back to see if further troubleshooting may be needed.
Thanks for your kind reply! This is an account several months old, and has multiple transactions. Each transaction is categorized. I use a simple system: Needs, Wants, and Savings. Transactions from all those categories appear in the reports. (This makes me think there isn’t an errant fiilter). Some categorized transitions are simply missing from my reports.
Some back story: This month I’ve had large, unexpected expences that I knew would blow up my budget. But the reports kept saying I was well within budget.
I hope this makes sense!
To dig further, perhaps take one of those transactions that aren’t showing up and categorize it to a different one that does and see if it changes the report totals. Whether it does or doesn’t will allow you to trouble shoot further. Because the fact it’s missing sporadic ones seems that it isn’t a formula error.
I noticed a large user error that accounts for a large part of missing transaction amount: When I categorized my mortage payment, I used “needs” both for payment outgo and for the payment income going to the mortgage account. So they cancelled each other out. When I changed the morgage account receipt to transfer, the debit was reflected in reports.
I tried recatagorizing one of the missing (smaller) transactions. It showed up on reports. I changed it back to the original category, and it appeared in that category in reports. I’ll try this with other missing transactions as well.
Thanks for your suggestion!
Glad you found the underlying cause!
