Thanks for flagging this, @aronos. I have the latest version and it is working for me. Not sure what has changed.
You can see that the formula to pull the account list in
These pull from the consolidated Accounts table around column
Is that section populating properly? Do you have some accounts with “Class” (column
AN) set to “Asset” which is required by the
The consolidated accounts table is populated by a long-ish query into the Accounts sheet in cell
AM6. You can see that this query heavily references the Accounts sheet column lookups near
Do these column lookups look like they are populating correctly?
On your other point, the most likely reason the Savings & Debt template would be flagged as “incompatible” is that your
Categories sheet is the version that does not include the monthly budgets. (Even if you create these columns yourself, the stored metadata in the budget-less version will flag the template as incompatible.) But it sounds like this wasn’t the issue in your case.
Another possibility with an “incompatible” solution is that a sheet already exists in your spreadsheet with the desired sheet name. Is it possible you installed & tested (or manually inserted) a preproduction version that was added without the version metadata (that Tiler Money Labs writes)? If yes, this could explain why deleting the sheet fixed the problem… or perhaps corrupted metadata (though I haven’t seen that happen before).
Let me know what you find regarding the above.