Category tracker but for Groups?

I’ve been using the category tracker for a while and love it. Is there a way to edit it or replicate it and make a new one so that I can track my groups and not just my categories? Thanks

Hi @sarahalawton91,

I think you may find this Show & Tell from @cculber2 useful.

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Hi Heather,

I’ve already installed the “Detailed Category Tracker” (and love it). I’m wondering how to edit it so that it becomes a Detailed Groups Tracker rather than a Detailed Category Tracker.

I was also wondering if there’d be a way to take it a step farther and once a Group has been picked on the right hand side if there’s a way to make not only the categories populate underneath but then the transactions populate underneath the categories?

I don’t know if that made any sense at all but hopefully it did. Thank you!

Sarah

Hi @sarahalawton91, glad to see you’re already using that. I’m not totally sure how to modify it for use with Groups. Perhaps @cculber2 can share some tips!

Hi @sarahalawton91,

I’m sorry it took so long for me to respond!

I think I have some good news for you. The functionality you’re asking for has already been created in another sheet I created, the Transaction Tracker. I linked this sheet as an update in the Detailed Category Tracker thread, but I admit it’s buried down toward the bottom of my post. If you use this sheet, I believe setting the Type to Group and Format to Detailed should give you the data you are looking for. This will show every transaction in the specified date range for the selected group, ordered by category. The category shows up as a column in the report. I hope that this meets your needs!

Thank you! I’ll take a look at it…What category in the Tiller Community Solutions will I find it in? I can’t seem to find it…Thanks

@sarahalawton91, it’s not in the Community Solutions add-on right now. You have to manually add it using the steps in @cculber2’s post:

How do I add this to my foundations template? Heather Said its not in the Community Solutions Add on right now. Thank you!

Hi Sarah,

You need to make a copy of the template and add it to your Tiller Foundation spreadsheet.

  1. From the arrow dropdown on the Transaction Tracker tab, select Copy to → Existing spreadsheet.
  2. Navigate to and select your Tiller Foundation Template spreadsheet.

You should now have a copy of the template added.