Monthly Budget Tab: budget vs actual not populating

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1

For some reason the monthly budget tab is no longer displaying my planned expenses versus actuals. The transactions tab is fine, but I’m not sure if there’s a glitch somewhere.

2

Is this with Google Sheets or MS365 Excel?

3

I use Google Sheets.

4

Try copy/pasting this Data Checker into an empty cell and let me know what you find:

=LET(lastRow, "", alertsOn, TRUE, alertsStrict, TRUE, alertsHide, "name1;name2", tool, "Data Checker", v,"1.0", header, tool,
cCats, INDIRECT(LET(ltr,CHAR(64+XMATCH("Category",INDIRECT("Categories!A1:Z1"))),"Categories!"&ltr&"2:"&ltr)),
cGroups, INDIRECT(LET(ltr,CHAR(64+XMATCH("Group",INDIRECT("Categories!A1:Z1"))),"Categories!"&ltr&"2:"&ltr)),
cTypes, INDIRECT(LET(ltr,CHAR(64+XMATCH("Type",INDIRECT("Categories!A1:Z1"))),"Categories!"&ltr&"2:"&ltr)),
tCats, INDIRECT(LET(ltr,CHAR(64+XMATCH("Category",INDIRECT("Transactions!B1:Z1"))+1),"Transactions!"&ltr&"2:"&ltr&lastRow)),
tDates, INDIRECT(LET(ltr,CHAR(64+XMATCH("Date",INDIRECT("Transactions!B1:Z1"))+1),"Transactions!"&ltr&"2:"&ltr&lastRow)),
acctInsts, INDIRECT(LET(ltr,CHAR(64+XMATCH("Institution",INDIRECT("'Accounts'!F1:Z1"))+5),"Accounts!"&ltr&"2:"&ltr)),
acctIds, INDIRECT(LET(ltr,CHAR(64+XMATCH("Account Id",INDIRECT("'Accounts'!F1:Z1"))+5),"Accounts!"&ltr&"2:"&ltr)),
acctHides, INDIRECT(LET(ltr,CHAR(64+XMATCH("Hide",INDIRECT("'Accounts'!F1:Z1"))+5),"Accounts!$"&ltr&"2:"&ltr)),
acctClass, INDIRECT(LET(ltr,CHAR(64+XMATCH("Class",INDIRECT("'Accounts'!F1:Z1"))+5),"Accounts!"&ltr&"2:"&ltr&"300")),
acctGroups, INDIRECT(LET(ltr,CHAR(64+XMATCH("Group",INDIRECT("'Accounts'!F1:Z1"))+5),"Accounts!"&ltr&"2:"&ltr&"300")),
badCatCats, IFERROR(SORT(UNIQUE(FILTER(IF(cCats<>"",cCats,IF((cGroups<>"")+(cTypes<>""),"<blank>","")),(COUNTIF(cCats,cCats)>1)+(COUNTIF(cTypes,cCats)>1)*(cTypes<>"Transfer")+((cCats="")*((cGroups<>"")+(cTypes<>"")))))),""),
badCatCatsCnt, SUM(--(badCatCats<>"")),
badGroups, IFERROR(SORT(UNIQUE(FILTER(IF((cGroups = "") * (cCats <> ""), "<blank>", IF(cGroups=cCats, cGroups, "")), (cGroups = cCats) + (cGroups = "")))),""),
badGroupsCnt, SUM(--(badGroups<>"")),
badTypes, IFERROR(SORT(UNIQUE(FILTER(IF(cTypes<>"",cTypes,"<blank>"),(cCats<>"")*(NOT(EXACT(cTypes,"Income")))*(NOT(EXACT(cTypes,"Expense")))*(NOT(EXACT(cTypes,"Transfer")))))),""),
badTypesCnt, SUM(--(badTypes<>"")),
uncatsCnt, COUNTBLANK(tCats),
badCatsCnt, COUNTA(IFNA(FILTER(tCats,ARRAYFORMULA(NOT(REGEXMATCH(tCats,"^"&TEXTJOIN("$|^",TRUE,cCats)&"$"))),tCats<>""))),
badDatesCnt, ARRAYFORMULA(SUM(IF(ISERROR(DATEVALUE(TEXT(tDates, "mm/dd/yyyy"))), 1, IF(tDates = "", 1, 0)))),
badAcctGrps, IFERROR(UNIQUE(FILTER(acctGroups, (acctGroups<>"") * (COUNTIFS(acctClass, "<>"&acctClass, acctGroups, acctGroups)+(acctGroups="") * (COUNTIF(acctClass, "<>"&acctClass)+COUNTIF(acctGroups, "")>1)) )),""),
badAcctGrpsCnt, SUM(--(badAcctGrps<>"")),
alertsUrl, "https://docs.google.com/spreadsheets/d/1_eD-uLs0FVM5BVCs5OGIYXqDbJaptH-BSDGzZy_C3v0/edit#gid=181597333",
toolUrl, "https://community.tillerhq.com/t/data-checker-tool/25582#list-of-checks-5",
alertsResults,IF(alertsOn, LET(institutions1,IMPORTRANGE(alertsUrl,"Dashboard!A5:A"),alertDescs,IMPORTRANGE(alertsUrl,"Dashboard!H5:H"),
       institutions,IF(alertsStrict, institutions1, IFERROR(FILTER(institutions1,alertDescs<>"Site Temporarily Unavailable"),"")),
       BYROW(SORT(UNIQUE( FILTER(acctInsts,NOT(ISNUMBER(FIND("manual:",acctIds))),acctHides<>"Hide",acctInsts<>"") )),
       LAMBDA(institution,
             REGEXREPLACE(TEXTJOIN(";", TRUE, IFNA(FILTER(institutions,SEARCH(institution,institutions)))),"\s*\([0-9]+\)","")
             ))),),
alertsFlat, IFERROR(TRANSPOSE(SPLIT(TEXTJOIN(";", TRUE, alertsResults), ";")),),
alerts, SORT(UNIQUE(IFNA(FILTER(alertsFlat,LEN(alertsFlat)>0,NOT(ISNUMBER(SEARCH(alertsFlat,alertsHide))))))),
alertsCnt, COUNTA(alerts),
IF(badCatCatsCnt > 0, {HYPERLINK(toolUrl,"Bad Cat Cats");badCatCats},
IF(badGroupsCnt > 0, {HYPERLINK(toolUrl,"Bad Groups");badGroups},
IF(badTypesCnt > 0, {HYPERLINK(toolUrl,"Bad Types");badTypes},
IF(uncatsCnt > 0, uncatsCnt, 
IF(badCatsCnt > 0, {HYPERLINK(toolUrl,"Bad Cats");SORT(UNIQUE(IFNA(FILTER(tCats,ARRAYFORMULA(NOT(REGEXMATCH(tCats,"^"&TEXTJOIN("$|^",TRUE,cCats)&"$"))),tCats<>""))))},
IF(badDatesCnt > 0, {HYPERLINK(toolUrl,"Bad Dates");SORT(UNIQUE(FILTER(IF(tDates="", "<blank>", tDates), ISERROR(DATEVALUE(TEXT(tDates, "mm/dd/yyyy"))) + (tDates = ""))))},
IF(badAcctGrpsCnt > 0, {HYPERLINK(toolUrl,"Bad Act Groups");badAcctGrps},
IF(alertsCnt > 0, {HYPERLINK(alertsUrl,"Alerts");alerts},
HYPERLINK(toolUrl,header))
)))))))
)
5

Mark, when I copy this into any cell below the range, it gives me an error message up top. It says, “Array result was not expanded because it would overwrite data in [cell number.]”

6

Yes, it needs an empty column for the results. I like putting it in the Transactions sheet A1 cell, because it’s nice and visible, along side some of the data it’s checking.