This is so cool, @alan.heatherley.
Transfer workflows are important with Tiller to balance accounts and avoid skewing cashflow calculations. Depending on transaction volume, it can sometimes be hard to identify and review transfer pairs.
You’ve done some incredible work taking a fundamental, everyday Tiller workflow and cleverly linking data effortlessly and automatically.
I’m particularly impressed with the little extras you’ve implemented in the UX:
- Ability to force manual matches
- Configuration for the match-lookup window
- Matching at the “Transfers” GROUP level (not just the category level)
- Very cool data-validation dividers in the manual-matching table
- And links back to the manual matching table when matches are not found automatically
I did bump into one minor problem installing the “Transfer Helper Data” worksheet into my test sheet which I mentioned to you in a DM… but I think you’re already looking into that.
Through our Builder Rewards Program, we offer cash awards for novel and high-utility template submissions that address core workflows. Tiller is excited to award you $500.
Thanks again for creating and sharing this workflow.
