I’m new to Tiller. I’m trying to use the Transaction Splitter and I’m not sure if I am doing something incorrectly.
Twice a month, I have my bank transfer “recurring expenses” to another bank account. First I tried splitting the transaction that shows up as “income” on the spreadsheet. But I got a lot of little red circles with Xs in them, and my categories weren’t showing up. So I figured it was the other transaction, the “expense” one (for e.g., -$125.00) that needed to be split.
Following the instructions, I got to the end (and created a lot more little red circles) and there was nowhere to click “Done”.
Good news. Based on what you’re trying to do, I don’t think you should be using the transaction splitter. You say that twice a month you have your bank transfer recurring expenses to another bank account. I assume what you mean is you have $125 in your savings account and your bank is transferring it to your checking account so you can pay bills out of your checking account. If this is what it is in fact happening, you probably have an expense showing in your savings account and income in your checking account. You don’t really have an expense and an income item here, all you’re doing is transferring money from your right pocket to your left pocket. You need to create a category called transfer and in the type column you need to select transfer. Afterwards, go back and change the expense and income items and call them transfer.
You are using the Tiller labs transaction splitter since you mention you have little red circles with x’s in them. If you go to a transaction on your transaction tab and then go to the tiller labs transaction splitter and click on it you will come to a page that shows the transaction you are about to split. You will see a section called original transaction which will have your category and the dollar amount next to it. Underneath that you will see a bar called add split. Under that you will see a bar called split transaction and under that you will see a bar called cancel. You need to click on add split to pull up the first split you want to make. The tool calls that split number one. If you click on add split again it will pull up another split and call it split number 2. You will notice that there is a red circle with an X in it next to each of the two splits you just created. If you click on one of those red circles with an X in it it will make that split disappear. So, add as many splits as you need. Then select the category you want to use for each split as well as the dollar amount. When you are done and ready to finalize the split, select the split transaction tab and the tool will complete the actual splitting of the transaction. There is no Done button.
Here is an article that @randy from Tiller put out today to explain how to use the Tiller Labs transaction splitter. Randy includes a three minute demonstration which shows how the tool works which is very helpful.
Thanks for your help and thoroughness on this, @blake. I hope @blake’s response helps clarify a workflow for the transfer operation and also how the new splitter works, @sandral18706.
I added a short video on the Transaction Splitter in action today. The video mirrors the steps & UX that @blake described. If your screen looks different when you invoke the workflow, please send a screenshot.
P.S. There is a “Done” button but it appears only after you have completed a split. That screen gives you the option of pulling in another row for a new split or being “done” with the splitter workflow.
I’m new to Tiller. I’m setting up my Foundations spreadsheet and am attempting to split a downloaded transaction from my bank. I’ve added the Tiller Labs add on. However, when I click on it, I don’t have “View” as a selection. The only option I have is “Help”, so I’m unable to advance to the screens that will allow me to add the splitter tool. Thanks for any assistance!
UPDATE: I believe I may have solved my own problem by closing and re-opening my spreadsheet. I’ll be back in touch if I get stuck.