I’m a new Tiller user and getting familiar with the Community Extension for Google Sheets.
I’m trying to add the Transaction Tracker to a fresh Tiller Foundation template and am getting the following error:
# Unable to Add Sheet
The add-on could not add the requested sheet or its dependencies.
The process failed with message: "Service Spreadsheets failed while accessing document with id 1ZwT7r_grTdF7tZgxwpTdSVzKEZCqyzHAGS8b8f9EJuI."
Resolve the issue and then try again.
@Mark.S I tried your suggestion to add the Group column after Account # and pasted the formula in the first cell and still get the above error.
Is there something I can do to address this? I’ve searched the community for this error and came up empty, hence this post.
One of the things I realized this could be used for was tracking merchants. In the Transaction sheet, if you add a column called Merchant Name, you’d get the Yodlee merchant. I then swapped the Description for Merchant Name, when it exists.
If that’s something that’s useful to others, I can share the code/steps to do it.
No. The sheet only filters the information, unfortunately, you’d need to then go back to the original transaction and fix the transaction. This is how it is with most of the reports.
I’m not currently at my computer and I’m sure there may be cleaner ways to accomplish what i did, but i added a column out to the right that looks up and gives the transactions sheet link to the specific transaction that would make finding it easier you click the link and can edit anything then. If you’d like i can go through and see what changes i made later. I got the idea from @KyleT 🏆 P&L Analyzer - Profit and Loss Analyzer Solution for Google Sheets
I’ve actually added it on a couple of reports that has been pretty helpful.
I was looking at adding a link but it needs to be personalized for every person. It uses the GID of the sheet and links that way. You can’t directly link by sheet name. What I can do is have a blank field where you put in your GID and then have the link, but that might be too complicated for everyone.
Yehp that’s what i had to do, my implementation also involved adding a search key column on my tranactions sheet to find the transaction conjoining date description and amount, but that’s where i mean that mine is definitely messier than it could be.
Just testing this out and it’s so handy @yossiea - if I wanted to filter by more than one description, is that doable? Perhaps separated by commas and it be a literal contains so it would pick up Amazon and Amzn for example.
Basically trying to find any easy way to understand how much we’re spending at a certain merchant, but as you know sometimes the description can vary depending on location or point of sale. I know I could normalize the descriptions using AutoCat but was hoping to for a way without that extra step.
I’m not sure if it’s possible the way it’s currently written to allow more than one option in the description field. As for your reason, have you tried adding Merchant Name to the Transaction sheet? That way no matter how the description comes in, the merchant will always be the same.
I’ll look into having multiple descriptions, since it does make for a valid use case.
I’m trying with regex but having some issues.
What I have so far is a helper field that pipes the description, and then this is in the query but it’s not working.
& IF(D6=“”, “”, “REGEXMATCH(UPPER(Col2), '” & UPPER(AB1) & "') and ") &
Hi @yossiea - One thought is to do the REGEXMATCH in the data part of the QUERY function instead of the select statement. Add Col11 to your data array and then in the select statement just Col11 = TRUE. (I use a similar approach to pull in the row number of the transaction to create transaction hyperlinks).
Ex. for the data part of the query, appending a column:
An alternative to the extra column of data might be programmatic assembly of the select like this at the beginning of the LET function, then dropping col2_search into the select:
col2_search, "(Col2 contains """&JOIN(""" or Col2 contains """,{descr_entry})&""")",
The Transaction Tracker is an awesome template. Thanks for all the work you put into it. Your select statement actually was what helped me understand how to handle items with apostrophes.
Oh that’s an interesting idea, I forgot about the Merchant Name column thinking that it didn’t work anymore - I think it used to be noted in the help article as like Merchant* or something weird, but I just tried it as Merchant Name and it works! I’ll add it back to the Transactions sheet columns help article.
Interestingly though the Transaction Tracker makes no reference to it
Also, I appreciate you and @Mark.S working on the riddle of multiple descriptions!
I’ll take a look at those code snippets and see if I can put them in.
As for the Merchant Name, since it’s not a default column I didn’t include it. I did however create an alternative version where I swapped out Description for Merchant Name.
- I think it used to be noted in the help article as like Merchant* or something weird, but I just tried it as Merchant Name and it works! I’ll add it back to the 