How to calculate "Month" and "Week" columns in Transaction sheet?

I imported my bank and credit card transactions to Tiller and need to include columns “Month” example: (2019-05-01) and “Week” example: (2019-05-14).

Does anyone know how to do this based on the transaction “Date” column? I can’t tell how Tiller is doing it in the template.

If the transactions come in automatically, Tiller puts the dates in automatically. If you bring in and/or make transactions manually (which is what I assume you mean by import), then you need to enter the dates yourself.

The date in the Month column is always the first day of the month. So, if the transaction date is 05-01-19 through 05-31-19, then the Month column date is 05-01-19.

The date in the Week column is the day of the week beginning on Sunday. So, if the transaction date is 09-18-19, then the Week column date is 09-15-19. So, if your transaction date is 09-15-19 through 09-21-19, then your Week column date is 09-15-19.

Thanks, Blake

Hi @hbwilliams22,

You can have an arrayformula help you with calculating the month/week data for your manually imported transactions.

The best workflow is to prep the month/week data in a separate tab for the manual entries and then copy the data then right click > paste special > values only back into your Transactions sheet.

This ensures that Tiller can automate the data for month/week going forward rather than having an arrayformula do it in your Transactions sheet, which can slow it down over time.

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