What happens if you do?
The link doesn’t show up as linked and the formatting doesn’t change. I had one record as whatever the transactions showed up as, and then a manual transaction where I just wrote “transfer.” It did show up in the drop down for me to pick, but when I went to the Transfer sheet, the “transfer” was there without the link.
Hmm. I was thinking maybe there would be an issue if “Transfer” was the name of your “Transfer In” and “Transfer Out” categories, but looking through the formulas in that template, I can’t see where the description would make a difference. All I can say is to look at columns F (ReconcileIndex) and N (Links to Show) to see if anything looks out of the ordinary there, since that’s what is being matched.
I was able to replicate the behavior you’re describing if I set the transactions category to “Transfer” but have the “Transfer Out” category set to “Transfer Out” and the “Transfer In” category set to “Transfer In”. Doesn’t seem to care what the description is though, as it shouldn’t (not filtering by description anywhere). Are you sure you have the transaction categorized properly?
It’s now working. 
I did have it all set in the same category, so that wasn’t it. Could have been a fluke since I redid it now and all is good.
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As with the Tag Manager recently, we just published this Linked Transfers template into the Tiller Community Solutions Add-on for ease of discovery, trial, and maintenance.
We also awarded @jpfieber $200 for sharing his template through the add-on.
@jpfieber ,
Nice job with this sheet! It’s clever way to keep track of transfers.
My initial approach was the same one you described. Using the tag “Match” next to year transfer. That was better, but still lacking info on which transaction when with which other transaction.
My next advance was to add a counter to the Notes column starting with #1. Then #2, etc. Both transactions with #1 would be searchable by searching #1.
I think the next level of doing it is your Linked Transfer sheet. I’ll give it a try.
What do you do if you have a transfer that is also a split transaction? Say $100 out, but then it goes to $50 in one transaction and $50 in another? I suppose you can divide that $100 into two $50 transactions?
Jon
I hope it works for you, it has been serving me well. The way I handle transfers, there would never be a need to do a split. For me, money leaves an account and it arrives at an account. What happens to it after it arrives is a separate transaction. I do splits on Expense transactions, and maybe it’s possible to split an Income transaction (I’ve never done that), but I don’t see a reason to split a Transfer transaction, it should just be moving money from one account to another.
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This is really great! Is there a way to handle multiple transfer categories? I have credit card payments categorized differently than bank to bank transfers, but would love to be able to link them as well.
Hmm, I’ll have to give that some thought, not sure how difficult it would be to include multiple ‘Transfer In’ or ‘Transfer Out’ categories.
The conditional formating needs to be updated to match the sheet name that gets added. In the formula above you have the sheet name as Transfers but it gets auto added from the community app as Linked Transfers.
Here is an example of how I had to update my conditional formating so that it would work:
=VLOOKUP((Text($B2, “yyyy-mm-dd”) & “" & Text(ABS($E2),“$0.00”) & "” & LEFT($C2,20) & “" & $I2 & IF($L2<>“”,"” & $L2)),INDIRECT(“Linked Transfers!$G3:$I”),3,FALSE)=“”
Also note that I had to change some columns based on the notes but that was accounted for in the description under the conditional formating formula. The different sheet name and the column names in the linked transfer sheet were not mentioned.
Also I believe these instructions are wrong:
Optional Transfer Out ‘Linked’ Formatting Rule
- To make it easier to see your linked “Transfer In” transactions, you can create a Conditional Formatting rule.
- In the “Format Rules” section, choose “Custom formula is”, and in the field below it enter:
=AND($D2="Transfer",$E2<0) - Replace “Transfer” with the name of the category you use for your “Transfer In” transactions (same as you choose for cell L12 on the Transfers sheet) replacing “Transfer” with the name of the category you use for your “Transfer In” transactions (same as you choose for cell L12 on the Transfers sheet), and where column D is Category and E is Amount. Set Fill Color to light gray 1, Text Color to Dark gray 4.
It should read:
Optional Transfer Out ‘Linked’ Formatting Rule
- To make it easier to see your linked “Transfer Out” transactions, you can create a Conditional Formatting rule.
- In the “Format Rules” section, choose “Custom formula is”, and in the field below it enter:
=AND($D2="Transfer",$E2<0) - Replace “Transfer” with the name of the category you use for your “Transfer Out” transactions (same as you choose for cell L12 on the Transfers sheet) replacing “Transfer” with the name of the category you use for your “Transfer Out” transactions (same as you choose for cell M6 on the Transfers sheet), and where column D is Category and E is Amount. Set Fill Color to light gray 1, Text Color to Dark gray 4.
One last thing… I believe the Unlinked Out formating should be: Light yellow 3, Text Color to Dark yellow 3, and Italics