Tiller Sheet Performance - How many is too many transactions?

[warren]

For comparison purposes, I do think it is easier to keep multiple years of data in my current year’s spreadsheet. I’m wondering if instead of storing all of your transactions from the previous year, you can just keep the totals of each category in your current spreadsheet. That way you can can have a Current Year vs Last Year comparison.

Also, if you are using the Foundation Template, you can try using the Trim Balance History Add-On. This will trim entries from the balance history tab. Check out the link below for more information.

Docs: Trim Balance History

About Trim Balance History Tiller’s data feed adds new balance records to the Balance History sheet sometimes more often than once per day. As time passes, the balances dataset can become very large, causing decreased spreadsheet performance. The Trim Balance History utility removes extraneous balance history entries by trimming them down to a single balance entry for each day, week, or month (for each account). The frequency you’d like to see is configurable. You can choose all accounts or …