Category tracker customization - custom column on Transactions

Google Sheets
1

Hi there,
Been using Tiller for almost 2 years. Looking now to get better analysis of all my data, specifically in the Category Tracker report.

I’ve added a comment column in transaction tab. I’d love to show my comments per transaction next to the description on the report. I figure this report is grabbing the description row (column C) in the transaction tab. Want to also show ‘Comments’ (tab G) in my transaction tab.

I looked at the formula, have an intermediate knowledge of Sheets, but don’t see a simple change to the formula.

Could use some help from you fine folks!

Many thanks! JW

2

Yes this is possible you’ll have to adjust the hidden columns over to the right as well to lookup your column that you’re wanting to bring in, and drag down the dynamic references to match.

Then adjust the formula in I12 to bring it in, ive brought in the note column on mine and this is what it looks like

=iferror(QUERY({INDIRECT(P2),INDIRECT(P3),INDIRECT(P4),INDIRECT(P5),INDIRECT(P10)},“SELECT Col1,Col5, SUM(Col3) WHERE Col4 >= DATE “”” & text($E$2, “yyyy-mm-dd”) & “”" AND Col4 <= DATE “”" & text($G$2, “yyyy-mm-dd”) & “”" AND Col2 = “”" & I8 & “”" GROUP BY Col1, Col5 ORDER BY Col1 ASC LABEL SUM(Col3) ‘’, Col1 ‘’", -1))

I believe the additions are the Col5 parts which i also believe would be the same if you brought in your custom column in the hidden section

4 Likes
3

Wow this is great, an easy edit, and works great. Many thanks!!

2 Likes
4

Fantastic! Thanks for your time @bentyre1

5

So the above certainly does work.

Leaving this update in thread for any future users.
There is also a Detailed Category Tracker tab that somebody created that has all of the above, and more, all ready to go with no scripting changes.

1 Like