Use the Balances sheet to review your account balances and when they were last updated. The Balances sheet gives a net worth total and organizes accounts by asset and liability as well as group if you have those configured on the Accounts sheet.
By default accounts are grouped under Ungrouped Asset or Ungrouped Liability headers. You can customize this using the Accounts sheet. Read more below about the Accounts sheet.
Using the Accounts sheet to customize accounts
The Accounts sheet is blank by default in the Tiller Foundation template. You can use it to customize or correct details about your accounts.
Note: the Accounts sheet may be hidden in your Google Sheets Foundation Template and you can unhide it from the View > Hidden Sheets menu.
The dropdown list in column A is populated from the hidden area out right in the Accounts sheet, which is fed by the Balance History sheet (a hidden sheet).
Select an account from the dropdown in Accounts column (column A)
Assign a group to the account by typing in a custom group name in the Group column
Optionally, set the class (asset or liability) of the account in the Class column. You only really need to do this step if it's coming in with the wrong class or as a troubleshooting tip not showing up in the Balances sheet.
You can also hide the account from other reports by using the “hide” flag on the Accounts sheet.
If you need to rename an account, do this on the Tiller Console under Account Summary. After renaming an account you will need to re-select accounts on the Accounts sheet from the dropdown in column A.
Increasing the Account Visibility Limit in the Foundation Template
These steps are for Google Sheets only.
If you find that some of your accounts are visible in the dropdown on the Accounts sheet or aren't displaying on the Balances sheet you may need to expand the formulas to increase the visible account limit.
Unhide the Accounts sheet (View menu > Hidden sheets) if needed.
Unhide the columns to the right of column D in the Accounts sheet (click the small black arrow at the top of the last visible column)
If you have more accounts than the Accounts sheet supports, you should see Account IDs in column G extending beyond the “Unique Account Identifier” in column F.
Expand the formula in H102 to the bottom of the spreadsheet to populate the account detail fields.
Expand the formula in F101 to the bottom of the spreadsheet to populate the “Unique Account Identifier” field.
You can re-hide the columns to the right of column D in the Accounts sheet now
Unhide the columns to the right of column I in the Balances sheet
Expand the formula in J102 to the bottom of the spreadsheet to populate the asset-account detail fields.
Expand the formula in Q102 to the bottom of the spreadsheet to populate the liability-account detail fields.
In the Balances sheet, expand the formula in B104 to the bottom of the spreadsheet to populate the visible asset-account fields.
In the Balances sheet, expand the formula in F104 to the bottom of the spreadsheet to populate the visible liability-account fields.
You can re-hide the columns to the right of column I in the Balances sheet now
The Balances sheet often has hundreds of empty rows at the bottom. Consider trimming— deleting rows from the bottom up— extraneous rows (well beyond the rows that are populated) to improve performance by removing redundant formulas.