The Complete Budget & Receipt Tracker

Hi @dhensonroyall,
Interesting sheet. I’m curious to see how you do the Receipt matching into the Transactions list.

When i click on the sheet’s url, it says I need to request access. Can you make the sheet shared so people with the link can VIEW, not edit or comment. Then people can make a copy of it.

Thanks!

Fixed it, sorry.

It matches based on the absolute amount, bank account, and transaction date. Then the transaction tab will add a note if something’s not submitted through the form or if there are potential duplicates (2+ transactions with the same amount, account, and date), so it’s easy to identify potential errors or mismatches.

How can it be adapt to existing Tiller sheet where Column A is categories and Column B is Group, how do I change the array formulae to achieve the same result… here is your formula =ARRAYFORMULA(Categories!A2:C)

You could do something like this:
=arrayformula({Categories!B2:B,Categories!A2:A,Categories!C2:C})

Curly brackets with commas stack the arrays horizontally, curly brackets with semicolons stack them vertically.

Very nice work. Can I add "group to the selection in the filtered type and value in the filtered transaction sheet? I would like to then sort the transactions by category then sum by category.

Oh yeah that would be totally doable, and good idea on that sorting mechanism. That would also be possible, though a bit more complicated. Actually now I wish I would’ve added a summary to the filter page, missed opportunity there.

@JWienecke I made a new version with your suggestions which you can use with the link below. I added group as one of the filter options, added the ability to sort by amount, date, category, or group, and added a summary at the top and a summary by category to the side.

Complete Budget & Receipt Tracker 1.2

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Wow. That is great … I am really excited to convert from Quicken to using Tiller and have these types of tools. Thank you so much.

Does this support rollovers? If I budget $50 a month to car insurance and don’t spend it, will the next month budget be $100?

Good question! I didn’t add that fuctionality to this version, I was going off of a “zero balance budget” where you allocate everything and spend everything or transfer it to savings. However, since you see the previous month’s spending while making this month’s budget, you could see that you spent $0 and allocate $100 this month.

This is exactly what I was looking for! I’m having trouble syncing transactions, though. I keep getting this error:

image

Any suggestions?

Hello @dhensonroyall,

I have loaded the template and it appears the transactions are not being tallied and moved to the actuals column. I checked your original and some of yours are doing the same thing. Am I doing something wrong? I have added some new categories and loaded transactions manually but they are not showing up on the monthly budget sheet.

Yeah I couldn’t actually get Tiller to connect to my bank account during the challenge so I was flying blind a little bit. I’ll see what I can do to fix it this week.

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@safetyrazorbacks - this error comes up when there is not a “Date” column in the Transactions sheet. The Tiller Money Feeds add-on requires at least a date column, every other column we can populate is option, though likely needed/desired for most solutions.

Let me know if you’re still stuck.

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Heather, that doesn’t seem to be the cause (in this case) of the warning (This spreadsheet’s Transactions are not compatible.) The issue seems to be the result of date being on row 2, instead of row 1. After deleting row 1 the issue resolved itself.

@brianctait, ah yea that makes sense. Thanks for clarifying. I suppose I should have phrased it as, “when there is not a Date header in row 1” :wink:

As mentioned I liked your approach and I am testing this out. As mentioned by @jonorlin above the load of the transactions from TillerHq loads the description column M which is the description from input form versus versus the TillerHq Description in column C. Were you able to make this change, it must not be difficult.

On another note, I was able to set up the form and that feature is nice. The next load from Tiller should bring in the transaction that should match with the form transactions. I would like to get the above fix before loading the related transactions.

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I know I am a bit late to the party here but I just found your template and love it! One question I had is: on your transactions sheet, for the category you are not using an array formula for the same reason I am I assume (you cant mix an array formula and manual data entries in a single column). Are you manually copying the index/match formulas when new transactions pop up or do you have a way to automatically add those formulas to the new rows and just overwrite the ones that do not have a category from your receipt entries?

I don’t understand how to use the receipt function. This was the main reason for using this sheet. Can I get help, please? Thanks so much!

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Hello,

Can someone direct me to where I can find the link to the Google Form used to input transactions and receipts? I have been unable to find it, or do I have to make my own?

Thank you!