Mark.S
February 20, 2024, 6:42pm
7
Once you get Transaction Tracker installed, add a Group column to your Transactions sheet (if you haven’t already), as it’s a requirement for Transaction Tracker.
Insert column after Account # column and put this equation in that column’s row 1 cell:={"Group";ARRAYFORMULA(IFERROR(XLOOKUP(INDIRECT("$D2:$D"),INDIRECT("Categories!$A$2:$A"),INDIRECT("Categories!$B$2:$B"))))}
Since you are a former Mint user, you may also be interested in exploring:
As a recent Mint convert, I was really missing the trends views that Mint has to let me see spending and income cut various ways – so I put together some dashboards that I think replicate a lot of this functionality, and even improve upon it with more flexible filters and the ability to drill into Groups, Categories, and transactions all on one screen.
Version 3.7 of this template is here . It’s designed to layer on top of your existing Tiller-linked sheet, so it’s easy for me to roll out new v…