Category tracker but for Groups?

[sarahalawton91]

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

[heather]

Hi @sarahalawton91,

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

User Request: Detailed Category Tracker

@lillytryon asked this question in another thread: Is there a way that you can create a sheet that allows me to choose a category and see the details of transactions for that category only, for a defined period of time? For example, maybe I want to review the gift category to review transactions during December. Or my Reimbursement category (used for expenses that will be reimbursed–employer, health insurance, etc.) to see what I need to submit for reimbursement for the last quarter. I initi…

[sarahalawton91]

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

[heather]

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!

[cculber2]

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!

[sarahalawton91]

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

[heather]

@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:

Transaction Tracker Template

[sarahalawton91]

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

[cculber2]

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.

[jtandterry]

i does not populate dat coming into spreadsheet see screen shot for details

[cculber2]

Hi @jtandterry,

It looks like you entered your start and end dates in the incorrect cells. You should only enter the dates in B6 and B7, the rest is done by cell references.

[jtandterry]

I did what u suggest still the same problem

[cculber2]

I’m sorry, that’s my fault. It should be B6 and B7 (the green-highlighted cells).

[jtandterry]

Thanks I will try that

[jtandterry]

Thanks for help it worked