The Excel Account Filter sheet, based on the popular Sheets Account Filter, is useful if you want to review the transactions of any single account linked to your Tiller spreadsheet. This is a read-only sheet for viewing transactions that also already exist in the Transactions sheet. It’s an alternative if you prefer not to filter your Transactions sheet, but want to review transactions for a specific account.
How to Install the Account Filter sheet
Add Excel Tables to Your Workbook
If you have a newer version of the Excel Foundation Workbook, you can skip this step. Otherwise, you’ll need to add Excel tables to your spreadsheet that contain the contents of the Transactions and Categories worksheets before adding the worksheet.
Follow these instructions to copy the downloaded template into your Excel workbook and to connect the formula references to your local workbook data. (The instructions are for the desktop version of Excel, the web version is not recommended for the installation but does work once the Account Reconciliation sheet is installed.)
At this point your new template should be functional and linked to your local workbook’s data.
How to use the Account Filter sheet
To use the sheet, select the account for which you want to view transactions in the drop down in cell B3.
Advanced users can pull in additional columns from the Transactions sheet by modifying the formula in cell B6.
I implemented the change from this post, making the dropdown data validation reference local to the worksheet (in a hidden column at right). The new master is version 1.01 (with the link in the main body ).
This is a fairly old post so hopefully this is still supposed to work. I am using Excel on a Mac. I downloaded the file and copied it to my template file. I updated the data link and although it never appears to work it does eventually link - after many tries. The sheet works for the Accounts - when I click on the down arrow for the accounts box I see all my accounts. I select an account and the only thing that happens is I get #CALC! in cell A6. Nothing else happens. The formula in cell A6 is:
This is awesome. Thank you @randy. Quick Question - I know that the Account Filter is Read-Only.
However, I am able to add it as a table without breaking anything, so that I can sort by Date instead of Description?