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.
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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 didnāt 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 Iām looking forward to the more solutions it sounds like you are working on.
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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 Iām just accustomed to seeing the dropdown arrow so I know that there is validation in that cell.
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Version 2.1
Adds support for accounts that do not come through on the Accounts sheet as having a type of āCreditā. The accounts that could be selected were originally filtered down to just āCreditā 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: āOTHERā), 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.
ā 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 itās 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 didnāt find anything and do not want to modify your work.
I appreciate your time and look forward in hearing from you.
Cheers!
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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 couldnāt turn back 
Iāve set this sheet up to track Upcoming Expenses and while you have an option to set Auto Pay to various restrictions, I donāt 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. Iād like to enter what that set payment is, say $50 each month, so itās reflected in the upcoming expenses rather than the entire credit card balance. Possible?
thanks!
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This sheet is super useful for replacing the Bills view in Mint. Thank you!
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The auto-pay field is mainly used as a way to provide a visual cue on my Upcoming Expenses Dashboard that action might need to be taken on an expense. Thereās no way to enter any rules around the auto-pay, as that can vary widely and accounting for every scenario would be troublesome.
A friend of mine that I provided this solution to has the same setup with one of his cards. He opened the card with 0% interest to transfer some debt onto, and makes structured payments to the card in order to pay it off in time. This is what works best for him with my solution:
Do not set up the credit card on this sheet like you do with other credit cards. Since this is a is a set expense amount you need to pay monthly, set it up as a recurring expense on my Recurring Expense Entry sheet with the amount you plan to pay each month. Then, it will display on the dashboard as an expense needing paid, just like your phone bill. Once you pay it, mark the transaction using the expense tag, and it will disappear.
So say this Chase card was your 0% interest card
Remove those values from this sheet, and enter it into Recurring Expenses like this:
Then on the dashboard, instead of the credit card statement balance showing up:
It will just be the recurring expense balance you set:
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@1Email2RuleThemAll - new to tiller (loving it so far). Iām using the credit card settings sheet and my āupcoming total dueā is off by a few hundred. Everything else is correct though - any idea how to look to see if a transaction is hidden or I can manually enter a 1 time amount to sync this with the correct total due?
Is it a hidden transaction, or do you have the closing date off by a day or two? I had this issue when I first started using this sheet, and I fixed it by fidgeting with the closing date to get everything to align properly.
This is exactly what I have been looking for in the short time I have been on Tiller. I am coming from Quicken and had an Excel sheet that I used as an account snapshot. A major part of this was the ability to see, at a glance, our current credit card balances and utilization, as well as APR. This sheet will help me recreate that, so I thank you!
I did play with the closing dateā¦but that didnāt do it. I am going to sift through and see if I have any hidden transactions. Thank you!!
So useful! I just setup my credit card info. Never thought I could have all this in one place. Question for you ā So this is good for tracking statement balances but as and when I make payments, will this worksheet reflect payments made against the statement? Do you have any suggestions for that?
My Target RedCard Credit Card got configured with Account Type = āOTHERā, class = āLiabilityā.
Given the above configuration, the Target RedCard does NOT show up in the āCredit Card Settingsā sheet.
Any suggestions?
Yes. The balances are calculated by taking the total balance you owe on the credit card and subtracting the amount of that total which was accrued after your last statement end date (Statement Purchases). This gives the Upcoming Total Due.
When you make a payment against the credit card, the total balance decreases, and the amounts update.
If you are using Version 2.1, you can add Other as an account type in column Y, and it should allow your RedCard to come through.
Detailed info can be found here.
I am using version 2.2.
The hack of adding a new row with āOTHERā in the āAccount Type Overrideā column worked!
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i dont understand, when i save as a copy all of your info is there, and when i link mine it just gets added to it
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