Congratulations, @jpfieber, on another well-built template that delivers on a popular user request. I’m impressed at how you continue to hone in on key functionality that can be delivered or improved, like the running balance, and knocking it out of the park.
No pressure to change anything— I know you are busy— but the only two observations I had when I goofed around with it were:
- The period includes a “Custom” option but I couldn’t figure out where to enter those dates.
- I absolutely see the synergies of integrating with your Account Reconciliation template but I wonder if adding a lookup table for starting balance overrides in the hidden area would allow register/not-reconciliation focused users to use the new template when the Account Reconciliation sheet is not present.
As part of the Tiller Builder Rewards Program, the Tiller team is excited to award you $250 for building the Account Register and documenting it so it can be used by the entire Tiller community.