If Tiller can't connect to one of your institutions or pull in an account you can manually track the account's balance.

For Google Sheets

For Microsoft Excel

For Google Sheets

You can easily add a manual account and manage the balances for that account using the Tiller Money Feeds add-on for Google Sheets. 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 Accounts

  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 Accounts

  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”   

Google Sheets Manual Account Tracking FAQ

Why isn't my manual account balance updating after I've added transactions for that account?

The manual balances are being updated via the Tiller Money Feeds add-on sidebar workflow rather than by data being added to the Transactions sheet. These data sources are separate, and not linked in any way. If you are also manually tracking transactions you'll need to update the balance of a manually tracked account via the Tiller Money Feeds add-on to reflect the new balance after you've added the transactions to the Transactions sheet. 

Alternatively, you can use the Tiller Community Solutions add-on to add the manual transaction and check the option to have it update the balance for the associated manual account.


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). Note: After about 5 minutes the account will no longer appear in the Tiller Money Feeds add-on sidebar dropdown. The slight delay is due to caching in the add-on sidebar to improve performance of navigating in the sidebar.

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. 


For Microsoft Excel

We do not yet have a sidebar/taskpane option to manually add and update balances for non-automated accounts for Microsoft Excel. In the meantime use the steps below:

  1. Unhide the Balance History sheet. Right click any tab along the bottom and choose "unhide" then select the Balance History sheet from the dialog and click OK.

  2. Right click on row 3 and choose “Insert” - inserting at row 2 will copy the header formatting (blue) from row 1.

  3. Type in the manual account’s details (i.e. name, account #, institution, balance, etc)

  4. Assign a unique Account ID to the manual account. We recommend prepending it with “manual:” (e.g. manual:1234556677)

  5. You will need to use this same unique Account ID each time you insert a new row to add an updated entry for the account’s balance.

If you need to also manually add transactions for this account you can add them to blank rows in the table area on the Transactions sheet.

Review this guide for manually importing bank data into your spreadsheet

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