V2.0 works well. Thanks for the fixes because I had noticed the same issue with the AccountID. Two of my accounts were not pulling over in the previous version and now they are all there.
V2 works well for me, this is where I jumped into using this template, however one small thing that I found was the data validation in column M for Auto pay didn’t have the advanced option of Arrow selected. It was instead on Plain text.
I was just going over things like this with my wife this weekend and was wishing there was something like this. Thank you @1Email2RuleThemAll I’m looking forward to the more solutions it sounds like you are working on.
Thanks for pointing that out! I fixed that in the template.
In all my personal sheets, I use the plain-text option for dropdowns. I think it just looks cleaner. I like having blank rows fully blank, and the arrows extending into them just bug me. I completely overlooked that column when making the community template version.
Ahh, makes sense, I see that you can just use something like the spacebar and then select them. I guess I’m just accustomed to seeing the dropdown arrow so I know that there is validation in that cell.
Adds support for accounts that do not come through on the
Accounts sheet as having a type of “Credit”. The accounts that could be selected were originally filtered down to just ‘Credit’ accounts to reduce clutter. Unfortunately, account types are set by the institution, and cannot be changed. If your institution sends an account through as a different type (i.e: “OTHER”), I have added a section in the hidden area (
Y7:Y) that will allow you to select additional types. Adding a type to the list will add all accounts of that type to the dropdown.
– To update from any previous version, rename your current Credit Card Settings sheet to something else, follow the install instructions above to install the new version, and then delete the old sheet after copying all the data in the green cells over where they belong.
Howdy! I am new to the Tiller Community and just passed my first 30 days, Woot woot! I have been manually adding transactions and tracking my account balances and very happy there is something like Tiller that exists!
My situation is that I use the excel version of Tiller as it’s more familiar to me. I do pay off my credit card balances off every month and need a way to track my statement balances that I know will be due in the current month. Do you happen to know if a solution like the one you created is available for the excel folks? I searched to forums and didn’t find anything and do not want to modify your work.
I appreciate your time and look forward in hearing from you.
I apologize, I did not see this comment for some reason! Unfortunately, I do not know of any solutions that are Excel-based. If you would like to rework the sheet into Excel for your own purposes, I do not have a problem with that! I wish I could help out, but I do not have access to Excel and have not developed in it in quite some time. After working with Sheets, I couldn’t turn back
I’ve set this sheet up to track Upcoming Expenses and while you have an option to set Auto Pay to various restrictions, I don’t see a way to actually enter what those restrictions or payments are. For example, I have couple of credit cards with 0% promotional rates that I pay with a set balance each month. I’d like to enter what that set payment is, say $50 each month, so it’s reflected in the upcoming expenses rather than the entire credit card balance. Possible?