Well, guess what. Today I took the plunge. I migrated over to the Foundations template. I created one this past weekend to take it for a test drive. I was going to toss it and start with a new one but I invested time into it that I did not want to lose. The process went smooth. Really no glitches. I had already spent time understanding how the Accounts and Balance History tabs work. Once you spend the time to understand them, it is really pretty simple. I even brought over all my Balance History data from the legacy product. I have a perfect Balances tab and the Net Worth tab has been cleaned up too. Now I just need to finish bringing over small stuff I had in the legacy product which will take a bit more time. Then, when mine is done, I will move over the sheet I have for each of my two kids. I have learned so much in the last four days. Many thanks to the Tiller team. Blake
Wow, @Blake. So great to hear that the process went smoothly and you are happy in your new sheet.
I went through this process myself about 3 weeks ago. It was kind of daunting, but went smoothly and now I’m very pleased.
If you haven’t given the Tiller Labs add-on a try yet, it is compatible with the Foundations template and a great way to discover new tools and maintain your sheets to the latest, most-robust builds.
I have already added all the Tiller Labs solutions (as you call them). I believe most of them I am familiar with from the legacy product. Yes, I agree it was daunting but I was well prepared so it ended up going smoothly. Thanks.
You’re right that the solutions are refreshed versions from the legacy product. What is new is the integration through the Tiller Labs add-on to discover, insert, restore and update.
For example, we fixed a number of formula hiccups in some esoteric scenarios in the
Yearly Budget yesterday. With a few clicks, Foundations template users can update to the latest and greatest.
We hadn’t really considered the scenario of a user adding “all of the Tiller Labs solutions”. There might be some Sheets performance issues in that use case. Let us know how it goes…
Yes, I saw the yearly and monthly budget updates in Tiller Labs this morning and updated them. Real quick and smooth. When I did the update a message popped up that said I would lose changes made to the sheet/tab/solution when I updated. Is that right? I was wondering about data being lost. But, now that I am thinking about it, I don’t think any data gets input onto those tabs, right?
Regarding possible performance issues, do you mean inherent in the sheet itself, or do you mean computer horsepower?
The data loss warning is informing you that the solution is being replaced; the script is not (currently) designed to do anything to preserve any user-input cells or user modifications to the sheet. You are correct that, other than period settings, there is really no user-input data in the Yearly or Monthly Budget. This minimal impact to user-data is true for most solutions excepting the Accounts and Debts sheets (which can be updated).
As for performance issues, if you install all of the solutions, you have a lot of formulas always running against all of your transactions and balance history. If those two sheets contain a lot of rows, I imagine you might see some unresponsiveness in Google Sheets.
Hi folks - am trying to get the “add a txn manually” feature of the add-on to work. I added the Metadata column as prompted, but now when I click “add a txn” – it doesn’t do anything. Any ideas on how to troubleshoot?
You’ve found a very new feature that we haven’t announced yet. My guess is that the scripts are encountering unexpected compatibility issues with your sheet when rendering the add-transaction sidebar pane. I’ll check out the crash logs and see if I can figure out what is going on.
I tracked down the bug in the Add Transaction workflow. I’ve published a fix which should be live in an hour or two.
Be sure to reload the spreadsheet tab in order to get the newest version of the add-on.
Thanks for reporting this issue, @epeter.
@randy @epeter OK, I just refreshed my memory as to how to get to “add a transaction manually”. I have been adding transactions forever and have never used this before. I just go to the transactions tab and add/insert a row(s). It appears the only difference in using the sidebar tool is an option to flag for reconciliation…whatever that means. Am I right? And, how does flag for reconciliation work? Thanks, Blake
Good questions… The add-transaction workflow is designed to simplify pulling in a number of fields (e.g. all the account fields) during transaction creation… but also to prime the transaction for reconciliation when a Tiller-feeds transaction arrives later.
This workflow is great for a situation like paying by check… You want to record a liability that won’t show up in your transaction log until the recipient cashes it. The Add Transaction workflow lets you record the check as you write it. When the recipient later cashes it, the Reconcile Wizard is built to find matches for outstanding manual transactions and then merge the records.
We had a simpler version of this functionality built into the Simple Business tools, but this new version is refreshed and more capable.
I’m hoping to put up some documentation next week.
OK, I just found this explanation. I am never posting a transaction early that will auto-post later based on the way I operate. As explained in the article, it does serve a purpose in the right situations. Blake
I understand. However, regarding your paying by check example, I do not believe the system is recording a liability as you say. Rather, the system is decreasing an asset (the user selects the account at the bottom of the sidebar workflow). In essence, the user is recording the expense and reduction of the asset earlier than the system would eventually do automatically. Once the automatic entry comes in, the wizard matches things up and reverses the manual entry and lets the automatic entry stand. There is no liability involved based on the way I understand the system works. Sorry, but this is the accountant inside of me that is speaking and I usually cannot get him to shut up. Thanks, Blake
Update - At this point, I have migrated all four of my legacy sheets over to the foundation template. I did the biggest sheet first, the two smaller ones later, and the fourth sheet was a new sheet for me that I started as a foundation template from day one. I did it all manually which I think is easier for me, no migration helper tools or anything like that. Blake
I appreciate the accountant-speak correction, @blake. I will try to use your terminology when I write the new features up in the next week or so. Thanks!
Sounds like you’re on a solid footing. Hoping it all performs well for you, @blake.
Is there any way to get to these sample templates without granting the Tiller add-on blanket access to all of my Drive spreadsheets? Full read/write access to all of my personal Google spreadsheets (which is what that first scope sure sounds like…) feels way too broad. Thank you. @randy
Good question, @vlanard. Unfortunately, the Google v4 API
copyTo function we use to add and remove templates from spreadsheets in the Tiller Labs add-on relies on a broad permission. To offer the sheet insertion and management functionality, “full access” via the
https://www.googleapis.com/auth/spreadsheets scope is required.
We do not use this broad scope to access YOUR other spreadsheets. Rather, we use it to access OUR master templates and insert them into your active spreadsheet.
We anticipated that some users would be reluctant to grant this scope so we have bifurcated all core subscription services into the Tiller Money Feeds add-on which we strive to shoehorn into the much narrower
At this time, we are only able to offer the free & optional Tiller Labs add-on with the broader scope.