That worked although I will miss the Note field capability 
Thanks!
Bob
I removed the Tag filter, but the “has note” filter is still there. The thing is that I can’t include it in the results due to how the columns are ordered and filtered. What I can do is add a text filter for notes, since I think Note is a default column. The only issue is that it might slow it down a little since it’d need to be a text search and not a drop down.
Hi there. I tried to load your tracker. Everything was going well until step 11. I got the error msg. as attached. Can you assist with this please?
Hi, can you please try again, and also verify that the version number on the second row of the sheet shows 1.03?
Yes it is version 1.03. I scrapped the last one and tried it again with the same issue. Any other suggestion please? Please note both spreadsheets are located on desktop.
Would you mind trying again? I just updated it so hopefully it’ll work.
I updated to version 1.04 and this allows the use of Tags and it will work even if you don’t have a Tags column.
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Hi Joe. Sorry tried again and it did not work . Similar issue.; Suggestions? See attached
(Attachment Error msg Trans Tracker .docx is missing)
@yossiea Just to confirm, this is the error I was getting when trying to ‘Edit Links’ on my imported template, which I found using the INDIRECT command fixed.
Hi Joe. Yes this error occured when trying to edit links on the imported template (ver 1.04). I was following these instructions: 1. Click the “Change Source…” button and.
2. Navigate to the active workbook (i.e. select your personal spreadsheet). Then I have got this error. Henry
Let’s try this.
I’m going to be very thorough, so apologies if it seems like overkill, I just want to see if we can figure this out.
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Open MS Excel on your computer, not the web.
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Open the shared document AND your own Tiller sheet.
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On the shared sheet, right click and select “Move or Copy”
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On the next screen, select YOUR Tiller sheet as the To document and then select “Create a copy” on the bottom and press OK.
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If you receive a message similar to the below, select “Yes to all.”
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Close the shared document, leaving only your Tiller document open.
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Go to File>Info>Copy Path
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Type Links into the searchbar, and select Change Source.
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Paste the source URL and select “Open”
Want to confirm I am following you. in step 8 you say type links in searchbar. Where is the search bar? Do you mean windows search bar. Pls provide image to make sure. Also just to confirm. When I download your Transaction Tracker it opens a read only in my One drive. I have to then open it in my desktop app before I copy to my Tiller Doc.
For step 8, go to your Excel sheet and on the top should be a search bar.
For the other thing, that is fine to open read only in the program.
Any ideas Joe for me to pursue?
This is a long thread and I might have missed something, but can you copy out the formula from A10 in the inserted worksheet/template, @henryb?
Hi Randy. Thanks for your interest. Here is the formula.
=FILTER(CHOOSE({1,2,3,4,5,6},‘https://d.docs.live.net/d097e26f6c9b9503/Transaction Tracker.xlsx’!Transactions[Date],‘https://d.docs.live.net/d097e26f6c9b9503/Transaction Tracker.xlsx’!Transactions[Description],‘https://d.docs.live.net/d097e26f6c9b9503/Transaction Tracker.xlsx’!Transactions[Category],‘https://d.docs.live.net/d097e26f6c9b9503/Transaction Tracker.xlsx’!Transactions[Amount],‘https://d.docs.live.net/d097e26f6c9b9503/Transaction Tracker.xlsx’!Transactions[Account],IFERROR(INDIRECT(AH2),“”)),(‘https://d.docs.live.net/d097e26f6c9b9503/Transaction Tracker.xlsx’!Transactions[Category]<>“Transfer”)IF($D$3=“”,((IF($B$3<>“”,‘https://d.docs.live.net/d097e26f6c9b9503/Transaction Tracker.xlsx’!Transactions[Month]>=$B$3,‘https://d.docs.live.net/d097e26f6c9b9503/Transaction Tracker.xlsx’!Transactions[Month]>=AG4))(IF($B$4<>“”,‘https://d.docs.live.net/d097e26f6c9b9503/Transaction Tracker.xlsx’!Transactions[Month]<=$B$4,‘https://d.docs.live.net/d097e26f6c9b9503/Transaction Tracker.xlsx’!Transactions[Month]<=AH4))),‘https://d.docs.live.net/d097e26f6c9b9503/Transaction Tracker.xlsx’!Transactions[Date]=$D$3)(IF($F$3<>“”,‘https://d.docs.live.net/d097e26f6c9b9503/Transaction Tracker.xlsx’!Transactions[Account]=$F$3,1=1))(IF($H$4=TRUE,‘https://d.docs.live.net/d097e26f6c9b9503/Transaction Tracker.xlsx’!Transactions[Note]<>“”,1=1))(IF($H$3<>“”,‘https://d.docs.live.net/d097e26f6c9b9503/Transaction Tracker.xlsx’!Transactions[Amount]=$H$3,1=1))(IF($F$4<>“”,INDIRECT(AH2)=$F$4,1=1))*(IF($D$4<>“”,‘https://d.docs.live.net/d097e26f6c9b9503/Transaction Tracker.xlsx’!Transactions[Category]=$D$4,1=1)))
I’m on my mobile… This looks like your formula isn’t linked to your own sheet. Once you copy the sheet to your own Tiller tracker, you need to change the source. I think it’s step 8 and onward
You might even be getting a message that you can’t update links and there might be a link to change source.
I think we are going around in circles Joe. I know its not linked. When I try step 8 onwards I get the error message referred to above. Now a thought . I have changed the date format on the Tiller Template because I am in Australia and we show date differently as you probably know. Could this be causing the error as above? Henry -The date format - 14-Jul-22
I may have missed it but have you tried deleting the external reference manually (i.e. with find and replace)?
Essentially, just replace every instance of
'https://d.docs.live.net/d097e26f6c9b9503/Transaction Tracker.xlsx'!
… with nothing. (This is essentially what that step of remapping the links to your local workbook are intended to do a little more intuitively.)
The apostrophes may require a little attention since the community can reformat them as “smart quotes”.
Let me know if this works, @henryb.