New user, just started with Tiller today and have been working with getting my workbook squared away. I used the basic template Tiller provides, linked accounts, and am customizing my categories. The one issue I’ve run into so far is that the Transactions tab is visually overwhelming with listing all transactions for all accounts on one tab. I’m coming off Quicken and am used to transactions being segregated by account. Is there any way to create separate tabs in the workbook for each account and have transactions sort to the proper tabs when Fill is run?
Sorry if this has been asked before. Thanks for your help!
Welcome to Tiller, @Hdezayas.
A couple quick thoughts…
- With both Sheets and Excel, you can create temporary filters pretty quickly that can help you focus on the accounts you are interested in.
- You COULD use the in-cell
FILTER() function to create discrete versions of your Transactions worksheet by account. The downside is that these sheets are just read-only copies of the data in your primary sheet. For example, if you wanted to categorize your transactions, you’d have to do that in the master Transactions sheet.
Hope this helps.
I use pivot tables for this. They refresh in google better than excel, I think.
Ok so I wrote out a reply asking how you do that. And then, before I hit reply, I thought maybe I’d just see exactly how far I could get and so then make my question more focused.
Well. I’ll be damned if I didn’t just create my first pivot table! Now I can quickly see the details I want, by account for any of my accounts. Too cool!!!
No questions, just a big thank you.