The Accounts sheet is the centralized area where you’ll manage accounts that are linked to this net worth spreadsheet from the Tiller Console as well as any manual account balances you’d like to track using this template.
The Linked Accounts area is pulling most of the account data from the Balance History sheet, which Tiller updates multiple times a day. The three columns that can be edited in this section of the Accounts sheet are the Class override, Groups, and Hide columns. All other columns are automated by Tiller.
The Unlinked Accounts area is where you can add accounts that you need to track manually. All columns in this area are editable and need to be saved when changes are made.
Review Linked Accounts
Asset or liability class settings
Double check the class settings (asset or liability) are correct for your accounts. Adjust these automated values if they’re incorrect or pulling in as “unknown” using the Class Override column on the Accounts sheet.
Assign your accounts to a group (e.g. personal, business, retirement, etc) to further organize your accounts and how they display on the Net Worth sheet.
Use the “hide” option in the Accounts sheet tables to hide an accounts from the Net Worth and Trends sheets. You may want to hide an account that’s been closed or that you don’t want factored in to your Net Worth.
Manually tracking accounts
You can also track other assets and liabilities like a home mortgage, vehicles, and any other asset or liability accounts from which Tiller cannot automatically pull data. Set these up in the “Unlinked Accounts” section on the Accounts sheet.
Once you add the details for the account, you’ll need to “save” the account data to the Balance History sheet so it will appear in the other sheets in this template. Unsaved changes appear in yellow.
You’ll also need to save the account each time you change the balance, and at the end of each month so that there is a record for each month for the account.
How to Add a Manual Account to the Accounts Sheet
Changes are highlighted in yellow until the account’s data is saved to the Balance History sheet
- Add the account name.
- Assign/enter an account number.
- Enter the balance.
- Choose the class: asset or liability.
- Set a group for the account.
- Choose “Save” from the dropdown menu next to “Save Data to Balance History sheet” at the top of this table.