My Account Filter stopped working couple of weeks ago. Per Krista, I have restored Accounts, Balances and Account Filter in that order. Still no luck. I found references to restoring Net Worth and Quick Insights on Tiller Community. Having done that, still no luck. Can someone help please?
Anil
When I first started with Tiller 2 years ago, I did have apostrophe in the .name of one account. You asked .me to remove it and since then no apostrophes
What does it look like when you unhide the hidden columns at right?
Do you see any accounts listed in the List of Accounts section?
Randy,
Thanks for reaching out. I am not sure which sheet you are referring to in your picture. My Accounts sheet works fine, all accounts listed. Accounts Filter sheet also has all accounts listed but when I select an account from the drop down list, no transactions show up. It just remains blank. One other point in case it helps. I do not normally use Insights sheet but after I restored it, I do see Assets and Liabilities at top but four Top Ten boxes below are blank. I am not really concerned about this. My issue is Account Filter sheet.
Anil
Randy
I reread your email. On Accounts Sheet when I unhide columns to the right, I do see list of Accounts to the right:
Anil
Another point. I have not added any columns to Accounts sheet. So I only see default columns A to D before unhiding.
Anil
Randy,
I have responded to your questions in Tiller Community last Thursday. Could you please help with the issue.
Anil Parikh
My screenshot is from the Account Filter template.
Can you unhide and show an image of that one, @anilparikh1?
Looks as though you missed two screenshots after unhiding my Account Filter. Please scroll up and you will see them. If that is not what you are looking for, please advise.
I’m confused. Aren’t the screenshots above from your Accounts sheet?
I thought the issue you are having is with the Account Filter template.
My apology, Randy. I unhid Accounts Sheet, not Accounts Filter Sheet.Here is the screenshot.
| Sheet References | |
|---|---|
| Accounts | |
| Account | H |
| Hide | Q |
| Account | ‘Accounts’!$H$2:$H |
| Hide | ‘Accounts’!$Q$2:$Q |
| Transactions | |
| Date | C |
| Description | D |
| Category | E |
| Amount | F |
| Account | |
| Date | ‘Transactions’!$C$2:$C |
| Description | ‘Transactions’!$D$2:$D |
| Category | ‘Transactions’!$E$2:$E |
| Amount | ‘Transactions’!$F$2:$F |
| Account | ‘Transactions’!$$2:$ |
| List of Accounts | |
| Alliant PKRT Checking | |
| Alliant PKRT Savings | |
| Ally Mak Trust CD | |
| Ally Mak Trust Savings | |
| Ally PKRT CD | |
| Ally PKRT Savings | |
| Anil Signature Visa | |
| Chase PKRT Checking | |
| Chase PKRT Savings | |
| Costco Anywhere Visa | |
| ETrade PKRT Checking | |
| ETrade PKRT Living Trust | |
| HealthEquity MAK HSA | |
| Joint UA Visa | |
| Lloyds Bank Intl Joint - (30C7) | |
| NatWest Joint | |
| Santander Intl Joint | |
| Schwab AP Contributory IRA | |
| Schwab AP Individual 401(k) | |
| Schwab MAK Contributory IRA | |
| Schwab MAK Living Trust | |
| Schwab PKRT Living Trust | |
| SDCCU AP PKRT Checking | |
| SDCCU AP PKRT Savings | |
| SDCCU Joint Trust Checking | |
| SDCCU Joint Trust Savings | |
| SDCCU MAK Trust Checking | |
| SDCCU MAK Trust Savings | |
| Synchrony MAK HY Savings | |
| Synchrony PKRT Savings |
Anil
You are correct. There was Accounts Column before Account# in Transactions sheet. This appears to have disappeared. How do I get it back?
Is the column deleted or renamed?
It was renamed to Receipt. I renamed back to Account. New transactions pull the Account name but not old transactions. I can use “IF” function to pull in Account name if Google sheets work the same as Excel. But I have almost 30 Accounts so it will be very time consuming. Is there a better way.
Tiller Feeds use reserved column headers to fill data. If you change the name of a feeds column, the feeds process will not know where to insert data and will just skip insertion of that field for new rows. Changing the name back will allow the field to be included for new data, but the records that were already inserted (without the Account field for example) will have already been marked as inserted and will not be reconciled.
The data is all in the Tiller back end if you create a new Foundation Template and allow it to fill (since the time your account was created). If you really want to backfill the data, you could create a new Foundation Template, link the same accounts, fill all your data into the Transactions sheet, copy your new Transactions sheet into your old Tiller spreadsheet, and then use a formula to VLOOKUP() the account names matching on the Account Id field. Once you have filled the Account column, you could copy and paste all the data as values. This is very doable but it will take a little time and expertise.
Crazy thought… is there a chance your Transactions sheet has an Account ID column? Perhaps it is hidden?
ID column is still there.
So you restored the Account column to its original name? And there has been enough time that the most recent rows have the Account field/cell populated by Tiller Money Feeds?
You could do this:
Account columnL4 is a reference to the Account ID column in the row with the missing account name, $L$2:$L is the Account ID column contents and $G$2:$G is the Account name column contents:=iferror(vlookup(L4,{$L$2:$L,$G$2:$G},2,false))
VLOOKUP() in the new columnAccount column as values
Hopes this helps you fill the missing data, @anilparikh1.