🏆 Upcoming Recurring Expense / Account Health Dashboard

I’m not sure how but the column in the Transactoins sheet was labled “Account #”, I’ve removed the hashtag and that cleared up the error. Thank you

You should have both an Account and Account # column. They hold different data.
You should change that column name back, and if you do not have the Account column, you should add a new column with it.

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Once you add the new column, the error will go away. Also, going forward, when you fill your sheet, this column will populate with the account name.

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Hi there! This has been a game changer of an upgrade to our budget planning! Just recently, it stopped updating the expenses that were taken care of. I deleted the sheets and reinstalled them, but it is still showing expenses dating back 2-3 paychecks previous. I apologize if I missed this question in the thread. Would you happen to have any guidance on this? Thank you in advance!

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Hello! Sorry for the late reply; work has been a little crazy lately. I’m glad this has been helping keep your planning on track!

I’m not exactly sure what could be causing this issue. I believe I wrote it to only show as far back as the final week of the prior month. But they should disappear when tagged in Transactions as long as the transaction date and expense due date are within the window for the expense frequency.

Are all the frequencies not updating, or just some?

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My wife and I have her paycheck and my paycheck. She is bi-weekly and I am monthly. Would love this if we could track both paychecks. We are old and old fashioned. We do not keep separate banks and such. Please try to make this possible

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