Good question, @amiller72. The original Balance Trimmer was built around older Index-based sheets in the Tiller Utilities add-on. I migrated and updated those workflows about 4 months ago and added them to Tiller Labs. They were running in parallel for a bit then we deprecated Tiller Utilities last months— since it was so out of date— and removed it from the store.
A few options:
- Consider creating a new spreadsheet built around the new tools and workflows. To do this, create a new Foundation Template in the console. Link the relevant accounts using the Tiller Money Feeds add-on. Then, run the Tiller Labs Migration Helper to pull categorization and customization from your data set. This is the most robust way to get your tooling all setup on the newest tools. The Migration Helper isn’t perfect but it’s pretty good. If you like the new version, shift over to it. If you’re not happy with the data migration, just unlink it and throw it in the trash. Shouldn’t take more than 15 minutes to give it a try.
- I think your idea about using Index as Account ID may work though having that column populated with Index values could complicate a future run of the Migration Helper (best to delete it before then if the values aren’t real). Consider making a copy of your spreadsheet. Insert a new column in Balance History, duplicate/copy the Index column into it. Rename the column
Account ID. See if you can run the trimmer. If you’re happy with the data set, perform the steps in your live sheet.
Good luck. Let me know what you do and how it works out.
Randy