On the left of the sheet, select the accounts to include
On the right side of the calendar, choose the groups you want to breakout for each week
At the top left, choose the year and month to display, and decide if you want to restrict data to only the chosen month, or for all dates shown in the calendar
Usage
Helps visualize which days of the month you have the biggest expenses
Permissions
Is it ok for others to copy, use, and modify your workflow? - Sure, go for it
This looks cool! I just tried installing, and some of the helper data isn’t working. When I try to choose “Accounts to include” it just says loading and never finishes. I checked the data validation and it’s looking for ='Calendar Ext'!$U$2:$U which isn’t included in your shared template. I’m guessing that’s why X:AC have an error…
This looks really interesting. One thing I would change is getting the drop down for Accounts from the Accounts sheet and then excluding those with “Hide.” I think it might also make sense to default include all accounts and then hide those that you specifically want to exclude. Finally, I think it would be better to have one drop down section for the categories and the next weeks would just automatically use the same cats.
-edit-
I just noticed that it does filter for the first week’s selection, it just doesn’t show it on the page.
Thank you for the feedback everyone! Defaulting to having all accounts on to start with might take a bit more finnessing, but it was easy enough to change the grouping behavior to copy the first week, so i started with that.
Please let me know if you see anything else that could improve it.
I’m excited to award a $300 prize for this inspiring template via our Tiller Builder Rewards Program. A number of us on the Tiller team had a peek at what you built and we are very impressed with:
the build quality
the robust Tiller integration
the creativity
the focus on a core personal-finance functionality
