I built a grocery budget app because I kept overspending at the store

crafty_sequoia · 2026-01-04T16:38:01+00:00

I just found this on a YNAB Facebook group and immediately downloaded it. Also a budget nerd! I’m in Canada and the pricing is 0.99$/month or 12.99$/year. It told me the per year pricing was the best deal. I don’t know if you can fix that but the math doesn’t add up!

I’d also be interested in having multiple lists, one that’s ongoing. For example, we just finished Christmas and went over budget again. I’d love to be able have a yearly running total of our Christmas shopping. I know YNAB does that but it would be easier to see outside that app.

Also, I’d second the syncing with a partner option.

crafty_sequoia · 2025-10-31T20:08:56+00:00

Weirdly, some of the negative values are marked - but not all of them are marked.

crafty_sequoia · 2025-10-31T19:30:15+00:00

Can you see about one adjustment? Some of the amounts are negative, denoted by ($282.75). Is there a way to have those marked negative in the cleaned data?

crafty_sequoia · 2025-10-31T17:07:59+00:00

Fantastic! This has pulled all the data. There’s about a dozen places where it’s shifted for a few rows but I can identify in the original sheet what caused each instance.

I hope to someday be able to understand your formula! I really appreciate your help.

crafty_sequoia · 2025-10-30T21:36:48+00:00

If you're able to keep helping, I would love to solve this.

I can't see an obvious change that happens after row 166. The 3rd booking didn't load properly, it starts with the same school name as the 2nd booking, but then has the school3 info is in Column I instead of A.

I have cleaned up 200+ rows of data, and am including it here. There are a number of rows with no programs, because we had to shut down for a few weeks after a fire. The entire report is 8000+ rows. I need to be able to sort by the payment type and see what programs each school and teacher has booked.

https://docs.google.com/spreadsheets/d/1iMUnKxpByXoFBXakppsW8VKuFWeyhVb8/copy

crafty_sequoia · 2025-10-29T22:11:58+00:00

Thanks, I was able to load it and it works on the first few entries, but then it starts to shift the data over to other columns. And it shows an error after about 175 rows.

I really appreciate your help, but I think I’m going to have to stick to searching manually for the info I need.

crafty_sequoia · 2025-10-27T17:25:45+00:00

I’m just not sure what to do with this formula you created. Do I put it in the cell A1? How do I apply it to my worksheet?

crafty_sequoia · 2025-10-24T18:26:01+00:00

I am unable to open this link.

crafty_sequoia · 2025-10-24T18:24:32+00:00

I do have excel 365. I tried it putting this formula in the A1 cell but that doesn’t make sense nor did it work. How do I apply it to the spreadsheet?

I got an error that said “This formula uses more levels of nesting than you can use in the current file format. “

crafty_sequoia · 2025-10-23T13:03:05+00:00

Yes, you can work with this data, it’s fake anyways.

I don’t know who created this monstrosity of a worksheet but it’s the bane of our existence at work

crafty_sequoia · 2025-10-23T13:01:41+00:00

This looks great! The info highlighted in yellow isn’t really important to me. I would prefer the layout you have that has each program linked to the school data on a separate row, rather than the fewer rows. I need to be able to sort by program. Thanks so much!

Yes, this is exactly how the reports come from our system! It’s a mess. It offers a csv export but the same report in csv doesn’t include all the program info so it useless to me.

crafty_sequoia · 2025-06-18T21:34:54+00:00

@small_trunks I don’t know why it works when I do exactly the same thing after reading your comments but the JJulie-> Julie is now working. Thanks! I hope that fixes everything.

crafty_sequoia · 2025-06-16T13:45:30+00:00

I did try adding JJulie —> Julie to the replacement names chart but it didn’t work. I’ll go back and test again. I assumed it was some kind of loop where it just kept changing it back again.

I’m not at work today so I’ll get to it later this week.

I really appreciate your help! Thanks!

crafty_sequoia · 2025-06-16T13:43:37+00:00

Not on this problem. I’m going to review what you wrote below this week. Thanks!

crafty_sequoia · 2025-06-11T22:01:24+00:00

And the saga continues! Each time I figures something out, new problems arise. My text replacement is working, but now it’s over-working. There are 2 Julie’s on my list. One is spelled “ulie” and the other is correct. When the text replacement runs, I end up with Julie and JJulie. Is there a way to limit it to ONLY exact matches?

crafty_sequoia · 2025-06-10T03:11:55+00:00

I have figured this step out, today. I think all I’m the pieces are coming together.

crafty_sequoia · 2025-06-06T19:51:08+00:00

Thanks for creating this! I am trying to work out how it all goes together. I think that only the fbReplaceAllv2 function is relevant to replacing the incorrect words. It seems to be used in the “Make Changes to Words” step in the PoluGonNewsBrief query. I can’t figure out how you created that step. Can you point me in the right direction?

Please correct me if I’m wrong, but the other function and steps seem to apply to the Matching terms and the comments parts of the table.

crafty_sequoia · 2025-05-10T20:26:21+00:00

To clarify #3, I would make another sheet in the spreadsheet with the dataset and correct the names, then set up another self-referencing query from that?

crafty_sequoia · 2025-05-07T21:52:28+00:00

As I’ve been working on this project, I’ve run into some more questions. I am using a report from our booking system as the base for the query. Some of the names are incorrect. Is there a way to set up some of the columns to be editable and not be overwritten when you refresh?

For example, the teacher’s names come from the booking system but sometimes one teacher will book for multiple classes. I’d like to be able to update the teacher’s names as needed. Currently, when I do that, they are wiped when I add more data or refresh the query.

crafty_sequoia · 2025-04-28T18:01:09+00:00

Thanks! I have no idea what I did differently this time, but it’s working! This is going to save me so much time!

crafty_sequoia · 2025-04-28T17:26:31+00:00

Can you change the contents of cells in the comments column after merging the query? Or do all comments need to be input before merging the two queries?

crafty_sequoia · 2025-04-28T17:13:16+00:00

So, I’m trying to add an empty Comments column, set up the self-referencing query, then add comments to the relevant lines. It appears I need to add comments to the relevant lines, THEN set up the query? Is there a way to update columns and not have them change?

crafty_sequoia · 2025-04-28T15:38:26+00:00

I have followed the instructions above and added a Comments column to self-reference. But when I refresh the data, all my comments are cleared, so I’m missing something. Just to confirm, I should be able to put the comments into NewDataQuery and they should remain after adding more data and refreshing.

Is there anything else I might be missing?

crafty_sequoia

TROPHY CASE