🏆 Spending and Income Dashboards for Mint Trends Lovers

Just an FYI, if you put a Merchant Name field in your Tiller sheet, the Yodlee merchant name will populate for new records. This field isn’t there by default, so it won’t work out of the box. I do think that Tiller should include this field since it’s more descriptive than the description field.

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Wow, I just tried this and it worked. Any other fields that you know of like this?

@jpfieber check here

Edit: That link isn’t working as expected. But if you to the developer site you can drill down and see all the transaction data fields.

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I use “Category Hint” which gives what Yodlee thinks is the correct cat. I haven’t gone through the link to see if any others flow through from Yodlee to Tiller.

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Sorry to hijack this message thread but I just need to know if this dashboard works with Excel spreadsheets instead of Google sheets? We were using it with our Google Sheets but they have disappeared so we’re trying Excel instead.

Thanks for your help.

Nope sorry, just Google Sheets.

Hi,
Really impressed with the dashboard, but very new to tiller and far from an expert with building solutions or making modifications outside of the already offered tools and templates.

Two questions:

  1. I imported my Mint history (years worth of data); should I expect that my Net Worth over Time is lost? I can only go as far back as the day I joined Mint/connected my accounts on this chart so I’m assuming that the chart pulls some different than the transaction data I uploaded from Mint.

  2. Again, related to the Net Worth Over Time chart; is there any way to filter on what specific asset/liability you want to show in the chart graphic? I used to love that feature from Mint, and wondering if there is an easy way to replicate that hear.

Thanks,
Derick

Net Worth is driven by the balance history tab. You can import that from mint as well if you want, but it’s a separate export/import process.

And yes, if you expand the filters on the right side of the Net Worth sheet you can select what accounts you want to be visible – or use account groups or my custom account properties extension to show and hide different groups.

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Apologies for the late reply, but there is an easy way to bulk-select/deselect checkmarks: select the range (or column or row) with the checkmarks, then hit the spacebar. You can include non-checkmark cells in your selection; they won’t be affected.

On the Spending by Category sheet I am receiving the error “Array result was not expanded because it would overwrite data in B28.” All the other sheets seem to be working fine.

Also, I don’t see a link back to this thread in any of the sheets as I have noticed is included in many other solutions. I ended up searching around to find this thread. I ended up just bookmarking it and also went ahead an added a link to my sheet that would quickly direct me back to this thread if any questions arise. I think it would help future users find it a lot easier if a link was included in a future update. Thank you.

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Good idea on the link - I will add that in the next version.

The error you are seeing is because you have more groups/categories than there is space.

If you insert some more rows between 26 and 27 it should make room and resolve the ref error.

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Once I add some rows do I need to update the formulas? I see they end with row 23. I have 30 groups and added rows 10 rows and the Spending by Group appeared.

I have 163 categories. How many rows should I be adding from the Category row 31 (now row 42 after the additional rows were added above)? From row 35, I added up to row 211 and still receiving an error for Spending by categories.

Also, no transactions are being populated on this sheet.

You can just fill down that percent formula.

This view shows all groups and only the categories below from the selected group, so even if you have 100 categories you only need as many rows in the top section as you have groups, and as many rows in the bottom section as the group with the largest number of categories. It won’t break anything to insert some rows in the lower section as well and then fill down the formula.

Wow I feel like an idiot lol. I didn’t realize you needed to choose a category to filter by. That was what caused the error in the formula. Thank you for your assistance though.

I do have another question though. I see you and several other solution creators are able to set everything up to pull data from another URL such as our main tiller sheet. How would I be able to implement something similar to pull data from a main tiller sheet to another sheet myself? That way I do not need to edit multiple Autocat sheets on different solutions or have different sheets pull in transaction and balance sheet data from a main tiller sheet. I’ll probably create a thread to get input from others in the future but wanted to know if it’s a simple or complex endeavor especially for someone new to formulas and spreadsheets in general.

Putting my vote here that an Excel version would be helpful!

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Check out the formula IMPORTRANGE.

The problem is that there are some limits on the total number of cells imported with each import range call, so I had to do some hackery to be selective on exactly what was imported and break it up into multiple calls to make this work for larger transactions sheets. You can see what I’m doing on the Transactions tab to make the columns that are pulled in configurable.

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I’m happy to work with someone who wants to take this on, but I’m a Sheets user through and through so have no plans to work on an Excel version.

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Thank you. I will definitely look into this in the future.

I really like the Net Income Over Time table and chart in this spreadsheet but was wondering if there are any suggestions for being able to group the data different ways by quarter or year?

My first thought is to take the table data on that sheet, somehow convert the month-year text to actual date type data which would then allow me to make a pivot table/chart.

Maybe leveraging the raw data from the Foundational sheet is a much easier way to go to accomplish this.

Appreciate any feedback.

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