Hello Everyone -
I am trying to set up Google Sheets for Accrual Accounting.
I would like my “Transfer” transactions to show on the Yearly Budget page within the Foundation Template using Google Sheets. Currently, I have tried to remove all text from the “Hide From Reports” column for these Category Items but the transactions do not show on the Yearly Budget. Is there something I can do for these items to show?
I monthly manually copy my monthly accrual transaction expense items onto the Transaction Page and then when the actual charge is received in the Update process, I charge those items to a similarly named Category as the accrued expense item but this one is labeled as a Payment item with the Type selected as a Transfer item. Then, on the Yearly Budget, I create a column labeled Accrued Savings that subtracts the Transfer year-to-date total from the Expense year-to-date total.
I have been successfully doing this working in Excel for most of the year but now Updates in Excel are screwing with my transaction data and it will not update. I am told by Tiller support that Tiller Excel is in beta and has not been shown to be stable and that Google Sheets is a better alternative.
I am sure there is a way to show the Transfer items on the Yearly Budget within Google Sheets but I need help. Is there someone that can assist me?
Thanks in advance.