As we continue transitioning well loved and widely used features out of the Tiller Community Solutions add-on and into Tiller Money Feeds we’re excited to announce the Transaction Splitter tool for Google Sheets.
We reviewed all the feature requests in the Tiller Community for the community version of the tool and incorporated many of them. Thanks for all your suggestions on how to improve this feature!
Not only can you now split a transaction’s amount across multiple categories right in the Tiller Money Feeds add-on sidebar, but you can also customize the split’s description, note, and tags.
You can even save your splits for use again later if you’re commonly splitting the same types of transactions the same way.
You’ll now see a “Tools” menu in the Tiller Money Feeds add-on sidebar for Google Sheets where you can access this feature. We hope to have it available for Microsoft Excel at some point too, but are heads down working on AutoCat for Excel and hope to have that live for those of you using Excel soon!
Learn more about how to use it on our help center here.
We’d love to know what you think! Chime in with a reply below.
Wow - great job - very complete tool functionality and very intuitive.
I just split a monthly insurance payment that covers 3 policies - once I detailed the first 2 splits - the remainder populated the final split - nice! Picking categories was very easy. I also love that the Notes column auto-populates with details of the split and that the Transaction ID is updated and notated for each split.
I will try the save function next.
Thank you again.
Improvements are always appreciated. My one critique is that it seems silly to create a “Tools” sub menu that only has one tool below it (Split Transaction). This function deserves first level placement until such time that more tools are included. Most used tools should be obvious with one click activation. IMO.
As someone who has used split transaction almost daily for several years I do appreciate the added features & functionality! There is one thing I’m noticing that worked in the old version that as far as I can tell does not in the new. The old tool would copy formulas into all the new split rows but it appears that this one is not preserving them. All cells are values-only.
I’m hoping you can tell me if I’m using incorrectly or if this is no longer possible to preserve the formulas during a split. Thanks!
Would it be possible to add a quick shortcut to the Extensions->Tiller Money Feeds menu much like the community solution had? It was convenient to just click split transaction instead of going a few menus deep after opening the sidebar. (I tried to attach a photo but it didn’t like that)
That’s great news about these functions coming to Excel. Your email today mentioned that, “We hope to have the Transaction Splitter available for Microsoft Excel after releasing AutoCat for Excel.” Do you have an ETA on the rollout for AutoCat for Excel and then the Transaction Splitter in Excel too? Please let me know, thanks.