The Balance History sheet is a core Tiller sheet that is fed by the Tiller Money Feeds add-on for Google Sheets or add-in for Microsoft Excel. Your latest balance entries are added to this sheet when you click the "Fill" button.

The balance history entries are distinct from transactions and is a separate data feed. Edits in either sheet won't affect the other (i.e. if you manually add a transaction to the Transactions sheet that transaction will not reflect in your Balances unless you also manually add a balance history entry.

How to find the Balance History sheet

All Tiller-automated spreadsheets have a Balance History sheet. However, the sheet is hidden in some templates. To unhide the Balance History sheet

In Google Sheets:

  1. Open the view menu at the top of your Google Sheet

  2. Click "Hidden Sheets > show Balance History

In Microsoft Excel:

  1. Right click any tab in your Excel workbook and chose "unhide".

  2. Select the Balance History sheet

You'll then see the tab for this sheet listed along the bottom with the other sheets in your template.

Balance History sheet columns

The balance history sheet includes the following data for each linked account:

Date

Date the balance data was pulled from your institution.

Time

Time the balance data was pulled from your institution.

Account

The account name of the linked account as it appears under the Account Summary on the Tiller Console. You can customize this name on the Tiller Console. 

Account #

Typically the last four digits of the account number for the linked account.

Institution

Name of the account institution. 

Balance

The latest balance that Tiller pulled from your institution.

Month

The month the balance data was pulled into the sheet. The month value can be helpful if you want to build your own charts or pivot tables with account balances.

Week

The week, starting on a Sunday, that the data was pulled into the sheet. The week value can be helpful if you want to build your own charts or pivot tables with account balances.

Account ID
The unique identifier per account set Tiller when you connect the account to the Account Summary on the Tiller Console. 

If you do not have an Account ID column (double check: it might be hidden) you can add one using these steps.  

Index (deprecated as of August 26, 2019)

The unique value corresponding to the original order in which the account was connected to the sheet. Tiller uses this as a sort order in some reports. 

Type

The account type, when available, such as checking, credit, savings and others.

Class

Tiller will classify most account as an asset or a liability, and this is used in some reports. 

Manually adding Balance History entries

You may need to manually add Balance History entries if an automated account has an outage or disconnection that we're work with our data provider to address or you need to manually track the balances for an account in Microsoft Excel.

Use these steps to manually add balance history entries.

  1. Unhide the Balance History sheet if it's hidden (open the View menu > Hidden sheets to unhide)

  2. Copy an existing entry for the institution.

  3. Insert a row above row 2 (right click to insert 1 above)

  4. Paste the entry into this new row.

  5. Modify the date and amount for the Balance History entry.

If your account is not supported for automated bank data feeds and you're using Google Sheets you can manually track balances using the Tiller Money Feeds add-on.

We do not recommend this approach for automated accounts with connection errors/outages as it will result in duplicated accounts.

Learn more about tracking non-automated accounts.

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