Reduce data in Transactions and Balance History

Sorry, @dminches, but we do not currently offer an analog to the the Trim Balance History workflow (or the broader Tiller Money Labs add-on) for Excel.

We offer an “add-in” for Excel but the focus is pure bank feeds. (It does not include the workflows, templates & reporting available in the Tiller Money Labs add-on.)


P.S. Personally, I’m pretty happy to hang onto all my historic transactions in one spreadsheet (currently about 20 years worth). I will revisit that once the spreadsheet slows to a crawl.