Use a name wherever a formula needs a range
New to named ranges? Start with the step-by-step report guide. You can also find your file’s names under Data → Named ranges in Google Sheets.
All names below use MONTLEY_V1_, followed by the table and field. Copy the full name. The column labels shown here are the defaults; changing a label does not change its range name. Some columns are hidden initially, but their named ranges work in the same way.
Each range excludes the header and includes the table’s current row capacity, including unused rows. Ranges from the same table have matching row positions. Ranges from different tables need an ID-based lookup, not a row-by-row comparison.
Securities and Holdings ranges appear after your first investment sync. Bank-only files do not need these tabs. Doctor can inspect damaged installed ranges and columns; a supported field can also contain blanks when the institution has not supplied a value.
Search names, column labels, or descriptions. All examples are fictional.
68 ranges
Transactions
19 rangesTransaction rows, including pending and inactive records. Filter STATUS to posted and select one currency for settled totals.
- DateDate
MONTLEY_V1_TRANSACTIONS_DATE The authorization date when available, otherwise a known pending occurrence date, then the bank posting date. Used for Month, Week, and spending reports. Also populated while pending.
Example:
2026-09-06- DescriptionText
MONTLEY_V1_TRANSACTIONS_DESCRIPTION Your transaction description, initialized from its first source. Montley preserves your edits and intentional blanks during sync. Source retains the latest provider descriptions.
Example:
Example Coffee- CategoryText
MONTLEY_V1_TRANSACTIONS_CATEGORY_PATH Your selected category, including a subcategory when used. Blank until categorized; separate from Plaid category suggestions.
Example:
Food & Drink: Coffee- AmountNumber
MONTLEY_V1_TRANSACTIONS_AMOUNT Transaction amount in its own currency. Positive means money out; negative means money in. Transfers and refunds can appear here too.
Example:
12.50- AccountText
MONTLEY_V1_TRANSACTIONS_ACCOUNT_NAME The current Display Name from Accounts, calculated using the hidden Montley Account ID. Rename the account in Accounts to update all its transaction labels.
Example:
Everyday checking- CurrencyCurrency code
MONTLEY_V1_TRANSACTIONS_CURRENCY The currency code for this amount. A blank means unknown, not USD. Calculate each currency separately.
Example:
USD- StatusText
MONTLEY_V1_TRANSACTIONS_STATUS Transaction state: posted, pending, or removed. Use posted for settled-activity reports. A confirmed pending-to-posted transition updates the same Montley transaction.
Example:
posted- NotesText
MONTLEY_V1_TRANSACTIONS_NOTES Your notes. Montley preserves these during provider updates.
Example:
Team lunch- Check NumberText
MONTLEY_V1_TRANSACTIONS_CHECK_NUMBER A check number when supplied by the bank. Usually blank for other payment types. Stored as text.
Example:
001042- MonthDate
MONTLEY_V1_TRANSACTIONS_MONTH_START The first day of the month containing Date, displayed as year-month. A date value, not a month name or number. Blank without a transaction date.
Example:
2026-09-01- WeekDate
MONTLEY_V1_TRANSACTIONS_WEEK_START The Monday starting the week containing Date. A date value, not an ISO week number. Blank without a transaction date.
Example:
2026-08-31- Category ParentText
MONTLEY_V1_TRANSACTIONS_CATEGORY_PARENT The parent portion of your selected category, calculated by Montley.
Example:
Food & Drink- Category ChildText
MONTLEY_V1_TRANSACTIONS_CATEGORY_CHILD The subcategory portion of your selected category. Blank when no subcategory is selected.
Example:
CoffeeMONTLEY_V1_TRANSACTIONS_ACCOUNT_MASKThe current masked account identifier from Accounts, calculated using the hidden Montley Account ID. Hidden by default. May be blank or shared by multiple accounts; not the full account number.
Example:
0012- InstitutionText
MONTLEY_V1_TRANSACTIONS_INSTITUTION The current institution from Accounts, calculated using the hidden Montley Account ID. Hidden by default.
Example:
Example BankMONTLEY_V1_TRANSACTIONS_TRANSACTION_IDPermanent Montley transaction identity. Retained across confirmed pending-to-posted transitions and source matches.
Example:
mtxn_6b6c49d0-7df0-4f84-9238-294646cd152fMONTLEY_V1_TRANSACTIONS_ACCOUNT_IDThe account identifier associated with this transaction. Match it to MONTLEY_V1_ACCOUNTS_ID, not the account name or masked suffix.
Example:
macct_2e87f8c2-02de-4c44-86d3-73e4a934ed56- Posted DateDate
MONTLEY_V1_TRANSACTIONS_POSTED_DATE The bank posting date, hidden by default and blank while pending. Use this for reconciliation with bank statements.
Example:
2026-09-06- SourceText
MONTLEY_V1_TRANSACTIONS_SOURCE One typed current source with optional provider-keyed aliases. Plaid metadata retains original descriptions, category suggestions, payment channel, merchant entity ID, pending transaction ID, pending date, and authorization date. User Description and Category remain separate.
Example:
{"plaid":{"scope":"42","id":"posted-reference","category":{"primary":"FOOD_AND_DRINK","detailed":"FOOD_AND_DRINK_COFFEE","confidence":"VERY_HIGH"},"merchant_name":"Example Coffee","name":"SQ *EXAMPLE COFFEE","original_description":"SQ *EXAMPLE COFFEE #123","payment_channel":"in store","merchant_entity_id":"merchant-example","pending_transaction_id":"pending-reference","pending_date":"2026-09-04","authorized_date":"2026-09-04"},"aliases":[{"plaid":{"scope":"42","id":"pending-reference"}}]}
Accounts
12 rangesOne row per recorded account. Match account IDs when joining this table to transactions or balance history.
- Display NameText
MONTLEY_V1_ACCOUNTS_DISPLAY_NAME The account display name you can customize in the Accounts tab.
Example:
Everyday checkingMONTLEY_V1_ACCOUNTS_MASKThe bank-supplied masked account identifier, stored as text. It may be blank or shared by multiple accounts; it is not the full account number.
Example:
1234- InstitutionText
MONTLEY_V1_ACCOUNTS_INSTITUTION The institution associated with the account.
Example:
Example Bank- Account TypeText
MONTLEY_V1_ACCOUNTS_TYPE The provider account type, such as depository, credit, loan, or investment.
Example:
depository- Account SubtypeText
MONTLEY_V1_ACCOUNTS_SUBTYPE A more specific provider account classification, when available.
Example:
checking- Latest BalanceNumber
MONTLEY_V1_ACCOUNTS_LATEST_CURRENT_BALANCE The current balance from the latest stored observation for this account and currency. Credit and loan debt is negative; overpayments are positive. Blank if unavailable. It is not necessarily a live bank balance or an available-to-spend amount.
Example:
1250.00- Balance Observed AtDate and time (UTC)
MONTLEY_V1_ACCOUNTS_BALANCE_OBSERVED_AT UTC observation time of the latest stored balance for this account and currency, derived from Balance History. Independent of the connection observation times in Sources.
Example:
2026-09-06 10:30:00- CurrencyCurrency code
MONTLEY_V1_ACCOUNTS_CURRENCY The account currency code. A blank means unknown.
Example:
USDMONTLEY_V1_ACCOUNTS_CONNECTION_STATUSLatest observed connection state, independent of whether the account is open. Connected, needs_reauthorization, unknown, disconnected, or unconnected.
Example:
unconnected- Account StatusText
MONTLEY_V1_ACCOUNTS_STATUS Editable account lifecycle dropdown: open, closed, or historical. Preserved when connections change. Closing an account does not exclude its history from reports.
Example:
historicalMONTLEY_V1_ACCOUNTS_IDPermanent Montley account identity. Transactions and Balance History reference it across reconnections, imports, and provider changes.
Example:
macct_2e87f8c2-02de-4c44-86d3-73e4a934ed56- SourcesText
MONTLEY_V1_ACCOUNTS_SOURCES Typed provider connections for this permanent account. The plaid array retains each scoped account ID, official name, connection status, and last successful observation. An empty object or blank means no provider connection.
Example:
{"plaid":[{"scope":"42","id":"external-account","official_name":"Everyday Checking","connection_status":"connected","last_seen":"2026-09-06T10:30:00Z"}]}
Balance History
7 rangesStored balance observations. Observations can be missing for some dates; this is not a continuous daily series or a live balance feed.
- DateDate
MONTLEY_V1_DAILY_BALANCES_OBSERVED_DATE The UTC date of the stored balance observation. This history is not a guarantee of one row per account per calendar day.
Example:
2026-09-06- Observed AtDate and time (UTC)
MONTLEY_V1_DAILY_BALANCES_OBSERVED_AT The UTC timestamp when Montley captured the balance observation. Use it to order observations rather than relying on row positions.
Example:
2026-09-06 14:30:00- AccountText
MONTLEY_V1_DAILY_BALANCES_ACCOUNT_NAME Calculated from the permanent Montley Account ID and the current Accounts Display Name. Renaming the account updates this label across balance history.
Example:
Everyday checking- Current BalanceNumber
MONTLEY_V1_DAILY_BALANCES_CURRENT_BALANCE The current balance at observation time. Credit and loan debt is negative; overpayments are positive. Other account types keep the bank-reported sign. Blank means unknown, not zero.
Example:
1250.00- Available BalanceNumber
MONTLEY_V1_DAILY_BALANCES_AVAILABLE_BALANCE The bank-reported available balance at observation time, when provided, with its sign unchanged. For credit accounts this is remaining credit, not an asset for net-worth totals. Blank means unknown, not zero.
Example:
1200.00- CurrencyCurrency code
MONTLEY_V1_DAILY_BALANCES_CURRENCY The currency of this balance observation. Do not combine observations with different or unknown currencies into one total.
Example:
USDMONTLEY_V1_DAILY_BALANCES_ACCOUNT_IDThe account identifier for this observation. Match it to MONTLEY_V1_ACCOUNTS_ID.
Example:
macct_2e87f8c2-02de-4c44-86d3-73e4a934ed56
Categories
3 rangesYour editable category list and the complete paths used by the Transactions dropdown.
- CategoryText
MONTLEY_V1_CATEGORIES_PARENT The editable parent category names offered for transaction categorization.
Example:
Food & Drink- SubcategoryText
MONTLEY_V1_CATEGORIES_CHILD The editable subcategory names. Blank for a parent-only category.
Example:
Coffee- PathText
MONTLEY_V1_CATEGORIES_PATH The complete selectable category path calculated from parent and child. Used by the Transactions category dropdown.
Example:
Food & Drink: Coffee
Securities
8 rangesOptional investment catalog, created on your first investment sync. Securities is hidden initially; permanent security IDs distinguish instruments with similar names or tickers.
- SecurityText
MONTLEY_V1_SECURITIES_NAME Provider security name, when available.
Example:
Example Fund- TickerText
MONTLEY_V1_SECURITIES_TICKER Provider ticker symbol, when available. Never used as a permanent identity.
Example:
EXMPL- Security TypeText
MONTLEY_V1_SECURITIES_TYPE Provider security classification, when available.
Example:
mutual fund- Security SubtypeText
MONTLEY_V1_SECURITIES_SUBTYPE Optional provider security subclassification.
Example:
equity- CurrencyCurrency code
MONTLEY_V1_SECURITIES_CURRENCY Provider currency code. Missing currency stays blank; totals must separate currencies.
Example:
USDMONTLEY_V1_SECURITIES_CASH_EQUIVALENTWhether the provider classifies this security as a cash equivalent. Blank means unknown.
Example:
falseMONTLEY_V1_SECURITIES_SECURITY_IDPermanent Montley security identity, scoped to a connection and provider security reference.
Example:
msec_11111111-1111-4111-8111-111111111111- SourceText
MONTLEY_V1_SECURITIES_SOURCE Connection-scoped provider identity reference. Stored only in the customer workbook.
Example:
{"scope":"1","id":"synthetic-security"}
Holdings
19 rangesOptional investment positions, created on your first investment sync. Filter Active to true for current positions and total each currency separately. Notes remain yours.
- AccountText
MONTLEY_V1_HOLDINGS_ACCOUNT_NAME Current display name from Accounts, looked up through the permanent account ID.
Example:
Retirement IRA- SecurityText
MONTLEY_V1_HOLDINGS_SECURITY_NAME Current security name from Securities, looked up through the permanent security ID.
Example:
Example Fund- TickerText
MONTLEY_V1_HOLDINGS_TICKER Provider ticker symbol, when available. Never used as a permanent identity.
Example:
EXMPL- QuantityNumber
MONTLEY_V1_HOLDINGS_QUANTITY Provider position quantity, retaining fractional precision.
Example:
2.12345- Institution PriceNumber
MONTLEY_V1_HOLDINGS_PRICE Institution-reported unit price. Its price date can be older than the observation.
Example:
90.00- Institution ValueNumber
MONTLEY_V1_HOLDINGS_VALUE Institution-reported position value, preserved without recalculating price times quantity. Do not add to account balances for net worth.
Example:
185.00- Cost BasisNumber
MONTLEY_V1_HOLDINGS_COST_BASIS Optional provider total cost basis. Missing stays blank, not zero; availability varies by institution.
Example:
120.00- CurrencyCurrency code
MONTLEY_V1_HOLDINGS_CURRENCY Provider currency code. Missing currency stays blank; totals must separate currencies.
Example:
USD- Price As OfDate
MONTLEY_V1_HOLDINGS_PRICE_DATE Date supplied by the institution for its price. Blank when unavailable.
Example:
2026-09-29- Observed AtDate and time (UTC)
MONTLEY_V1_HOLDINGS_OBSERVED_AT When Montley fetched this position, in UTC. This does not imply live market prices.
Example:
2026-10-01 12:00:00- StatusText
MONTLEY_V1_HOLDINGS_STATUS Active when present in the latest complete successful snapshot. Inactive positions keep their last values and notes.
Example:
active- NotesText
MONTLEY_V1_HOLDINGS_NOTES User-owned position notes, preserved through refreshes and inactive snapshots.
Example:
Long-term allocationMONTLEY_V1_HOLDINGS_HOLDING_IDPermanent Montley position identity for an account and connection-scoped security reference.
Example:
mhold_22222222-2222-4222-8222-222222222222MONTLEY_V1_HOLDINGS_ACCOUNT_IDPermanent Montley account relationship, used for account lookups.
Example:
macct_33333333-3333-4333-8333-333333333333MONTLEY_V1_HOLDINGS_SECURITY_IDPermanent Montley security identity, scoped to a connection and provider security reference.
Example:
msec_11111111-1111-4111-8111-111111111111- SourceText
MONTLEY_V1_HOLDINGS_SOURCE Connection-scoped provider identity reference. Stored only in the customer workbook.
Example:
{"scope":"1","id":"synthetic-security"}- Price TimestampDate and time (UTC)
MONTLEY_V1_HOLDINGS_PRICE_DATETIME Optional institution-supplied price timestamp, in UTC.
Example:
2026-09-29 16:00:00- Vested QuantityNumber
MONTLEY_V1_HOLDINGS_VESTED_QUANTITY Optional vested position quantity. Missing stays blank.
Example:
1.12345- Vested ValueNumber
MONTLEY_V1_HOLDINGS_VESTED_VALUE Optional institution-reported vested position value. Missing stays blank.
Example:
95.00
Keep these rules with your formulas
- Transaction amounts: positive is money out and negative is money in. Outflows include more than purchases, so use your own category rules to distinguish spending from transfers and payments.
- Transaction status: filter to
postedfor settled reports. Pending amounts can change; removed rows are not current activity. - Currencies: total each currency separately. A blank currency is unknown. Formatting a number as dollars does not identify or convert its currency.
- Dates: these are native Sheets date values. Month-start and week-start ranges are also dates. The week starts on Monday. Import and balance-observation timestamps are recorded in UTC.
- Balances: current and available mean different things. For credit accounts, positive current balances generally represent debt. Adding every account balance together does not produce a reliable net-worth calculation.
- Missing data: blanks and gaps are not evidence of zero activity. New optional columns are not a promise of historical backfill.
- Editing: keep report formulas in your own tabs. Use the designated Category, Notes, account Display Name, and category-list columns for personal input. Bank fields and calculated columns are maintained by Montley.
Keep the published names intact. Montley’s version prefix identifies the data contract used by formulas; it is independent of your labels and layout. Names are local to a spreadsheet file. For another file, use the guide’s IMPORTRANGE example.
Further reading: Google Sheets named ranges and Plaid transaction and balance field definitions.