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Question

Workaround for updating a dues paid calendar in Sheets with Square transactions

  • January 2, 2026
  • 2 replies
  • 14 views

tslyons
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I am trying to automate update of a “dues paid” calendar for my rugby club, which uses a monthly subscription model based in Square.  The reporting calendar is a Sheets worksheet with columns labeled “Jan”, “Feb”, etc, so twelve columns of interest to this use case.  When a dues transaction is processed in January I want to update the “Jan” column for the payer’s row with the dues paid amount. When that person’s February payment is processed I want to update the “Feb” column with the paid amount, and so on.

The best solution I’ve come up with is a series of Paths that filter the MMM of the transaction for each successive month, with a mapping to the appropriate column in each path.  My problem is that I am limited to 10 paths in my design, making it impossible to capture the entire year.

Can anyone suggest a workaround or a design more elegant than forever manually managing a rolling ten month window of paths?  I’ve done some reading on variables (e.g. &month) but don’t see a way to use that notion given the way the “Update Spreadsheet Row” step is implemented.

Thanks in advance for any counsel.

2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • January 3, 2026

Hi ​@tslyons 

A different approach would be like this…

Use 2 different GSheet Worksheets:

  • 1 worksheet to log each transaction as a row with these columns:
    • Date
    • Year
    • Month
    • Name
    • Amount
    • Transaction ID
    • etc.
  • 1 worksheet with formulas to transform the transaction worksheet data into a table of data
    • e.g. QUERY
    • e.g. SUMIFS

 

TIP: Try asking ChatGPT for help with the GSheet formulas to use.


tslyons
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  • Author
  • Beginner
  • January 3, 2026

What a great idea! Thanks for a fresh perspective, so promptly, Troy.  I really appreciate it.