I was looking for what columns are required vs optional in the Tiller core foundation sheets and I found this- Tiller Core Data Column Reference - Google Drive
It doesn’t have a date or any comments so am wondering if this data is accurate and is it kept up to date?
If it is up to date, can we delete Optional columns without causing issues with what Tiller downloads?
And, if it is not the latest, could someone update it?
Yes, please. Since it conflicts with the official documentation page here
Hello @Cowboy13, great question. You absolutely can delete optional columns. However, some of those columns are used in Community Templates so be aware that those reports might be affected by your deleting or renaming optional columns.
You must not change the names of the headers for the Date , Description , Amount , Account , Account # , Institution , or other core data columns. Additionally, the name of the Transactions sheet itself must not be changed
-Alice
Tiller Evangelist
Thank you for the feedback. That’s great to know.
As per my original post, It would be helpful to have up to date sheet like the one in the link I shared so people know which columns are required, which ones are optional, which ones are automatically included vs added by users, etc. This will help me and others when we create templates.
I ran into this recently as I had forgotten I must have added Category Group to my Transactions sheet a while ago and I assumed everyone had this column. So, my template did not work for those who didn’t. I needed to update my shared template to take this into account, but It took my a while to figure this out.
Thanks a lot.
FYI: The Data Checker Tool uses Column A and supports both Excel and Sheets.
These are Tiller’s officially documented columns Transactions Sheet Columns | Tiller Help Center and is kept up to date. The other sheet is a community resource and not something anyone is montioring/updating.
Thank you for the clarification Heather.
Is there any issue deleting the Week or Full Description columns?
No issues removing either of those columns except if you’re using AI Suggest. AI Suggest uses the Full Description column for the 2nd stage description matching algorithm.
Thank you very much Heather. I don’t use the AI Suggest.
