You can easily add a manual account and manage the balances for that account using the Tiller Money Feeds add-on. Only non-automated account balances can be managed using the Manual Balances feature in Tiller Money Feeds. This feature is not intended to be used with accounts that Tiller updates automatically. 

To add a manual account

  1. Launch the Tiller Money Feeds add-on from the Add-ons menu at the top of your Google Sheet 
  2. Click Manual Balances
  3. Select Add Account… in the dropdown menu under “Select or add account:” 
  4. Enter an Account name, Account #, Institution, Class, and Type.
  5. Enter the date for the Balance History entry. These can be past or future dates. 
  6. Enter the balance (as an absolute value, no negative sign needed for liabilities)
  7. Click “Add unlinked account”  

Tiller Money Feeds will confirm the account has been added and it should appear on your Balances sheet. 

To update the balance for a manual account 

  1. Launch the Tiller Money Feeds add-on from the Add-ons menu at the top of your Google Sheet 
  2. Click Manual Balances
  3. Select the manual account from the dropdown menu under “Select or add account:” 
  4. Enter the date for the Balance History entry.
  5. Enter the balance (as an absolute value, no negative sign needed for liabilities)
  6. Click “update balance”   

FAQ

How can I delete a manual account?

To remove the account from the Balances and Accounts sheets, follow the steps in this guide for removing balance data (essentially, clear it out of Balance History). At this time, there isn't a way to remove the manual account from the drop down menu under Tiller Money Feeds > Manual Balances. We are working on this feature.

What should I do if I was manually adding balance history lines for manual accounts prior to this feature being available in Tiller Money Feeds?

1 .Add the manual account per the steps above and be sure to use the same name as you did when you originally added the manual balance history entries.
2. Open your Balance History sheet. 

3. Select all the data in the sheet and turn on the filter. 

4. Sort the sheet by the Account column.


5. Copy/paste the Account ID assigned by the Tiller Money Feeds add-on into the cells for all the prior manually added balance history entries for the non-automated account. 



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