Single Goolge Sheet Transactions

[Epod]

Greetings,

I was not sure if this was something that already exists, or if this is more of a feature request...

Would it be possible to keep a single sheet of all transactions (instead of breaking them out into months). This would make for a much easier format to build out dashboards referencing a single sheet

[gbdavidx]

how do you get the 8 digit code? no webpage opens up for me to allow access

[lecoffeeguy]

Hi @Epod

I've asked this question previously and this is the answer I received at the time:

Further explanation on #44 (comment) but we're probably not going to support this. To allow exporting everything to a single sheet would require lots of additional housekeeping to track & deduplicate individual transactions.

I found away around this by simply creating a tab in my google sheets called "transactions" where I combine all the monthly tabs (using a Query function). Then I've created my own dashboard based on this transactions tab. This is the formula I use in the google sheets:

=QUERY(
{'2020.12'!A2:I;'2020.11'!A2:I;'2020.10'!A2:I;'2020.09'!A2:I;'2020.08'!A2:I;'2020.07'!A2:I;'2020.06'!A2:I;'2020.05'!A2:I;'2020.04'!A2:I;'2020.03'!A2:I;'2020.02'!A2:I;'2020.01'!A2:I;'2021.01'!A2:I
};
"select * where Col1 is not null";
)

Hope this helps.

[kevinschaich]

Hey guys – upon further thinking here I think we may be able to support this in the future via instantiating a local sqlite database. Assuming all transaction IDs from Plaid are unique, we could upsert new transactions and then use that database as the source for populating your destination spreadsheet.

This would also allow us to support a ton of additional integrations for desktop/web software that integrates natively with sqlite (e.g. Tableau).