Updating to add Randy - it’s been 3 weeks since I originally posted, added Heather last week, and I still see no response.
In comparing the Tiller Quick Insights Top 10 Descriptions by Frequency to Yearly Insights Top Expenses, I am seeing different “Totals” for a couple of my Descriptions.
I have the Quick Insights Transaction Analyzer set for all accounts for this year (2020).
I have the Yearly Insights sheet set for 2020 sorting categories by total.
The Yearly Insights Top Expenses correctly captures both charges and credits (returns) to a specific Description (payee).
The Quick Insights Top 10 Descriptions by Frequency appears to only capture charges to the same specific Description (payee).
If I sort my Transactions sheet by Description and count the number of entries for the 2 Descriptions reporting different totals, I can see that the Quick Insights sheet is not using all the transactions for the set time period. It is only using “charges”, making both the frequency count and the total inaccurate.
For instance, I went to “Store A” and spent $100 on clothing. I later returned $25 of that clothing to “Store A”. I have 2 transactions for “Store A” in my Transaction sheet. Quick Insights shows 1 “Store A” transaction for $100. Yearly Insights shows $75 for “Store A”. I believe that the Yearly Insights calculations are the correct ones.
Thanks for checking into this.