The Balance History sheet is a core Tiller sheet that is fed by the Tiller Money Feeds add-on. Your latest balance entries are added by the Tiller Money Feeds add-on automatically when you have the Auto Update turned on and will be sorted to the top of your Balance History sheet. 

Customizing Balance History

You can insert additional columns to further customize your sheet, but it requires that the headers in row 1 remain intact for the feed to work and that the tab is named “Balance History.” 

You can edit any of the data in the Balance History sheet except the headers in row 1.

If you need to manually track an account's balance you can manually add balance history records in sheets created after 8/26/2019. Sheets created prior to that date can have manual balances added via the Accounts sheet in the right side area. 

How to find the Balance History sheet

All Tiller finance spreadsheet templates include a Balance History sheet. However, the sheet is hidden in some templates. To unhide the Balance History sheet click the sheets icon in the lower left corner of your Google Sheet and select Balance History. You'll then see the tab for this sheet listed along the bottom with the other sheets in your template.

Account data displayed in the Balance History sheet

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.

Index

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. 

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