🏆 Scheduled Transactions template: Project future account balances; calculate credit card payments; auto-reconcile transactions

[rhowell]

For a more modular approach, @1Email2RuleThemAll has a couple sheets that you might be interested in:

Credit Card Settings Sheet for Google Sheets

Overview What This Workflow Does The Credit Card Settings template sheet allows users to add a few more metrics to the Credit accounts present in the Tiller core Account sheet, and receive some much needed data points in return. This sheet can be used as-is to track available credit card balance, card expiration date, upcoming total due, current statement purchase total, and next due date for all credit accounts. Developers can also use this as a base for building reports using the data. I us…

Generated Recurring Expenses Workflow

Overview This documentation describes how the sheets that I developed can be used as a base by others to develop their own custom reports. I will be releasing a few solutions that use this same sort of setup. Write a brief description of what the template does. Essentially, this template takes a user supplied list of inter-grain recurring expenses on one sheet (Recurring Expense Entry), and then dynamically generates a row for every expected due date of those expenses that fall between two u…

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