Balances

Everything you need to know about how balance data gets into your Tiller-powered spreadsheet

6 articles in this collection
Written by Heather Phillips

Basics

Reviewing Balances & Customizing Accounts

Learn how to review and customize account balances.

Written by Heather Phillips
Updated yesterday

Tracking balances for manual accounts

Learn how to manually track balances for non-automated accounts in your Tiller-powered Google Sheets

Written by Heather Phillips
Updated yesterday

Understanding the Balance History Sheet

Learn more about the data in the balance history sheet that's available in all Tiller financial spreadsheet templates.

Written by Heather Phillips
Updated yesterday

Troubleshooting

What should I do if my account balance data is incorrect or not updating?

Learn what to do when your last updated date for an account isn't current or you're not receiving recent balance updates.

Written by Heather Phillips
Updated yesterday

Updating your Balance History sheet to use Account ID

Learn how to update and backfill Account ID data in Balance History

Written by Heather Phillips
Updated yesterday

Upgrading Your Accounts Sheet

Learn about Accounts sheet v2 and how to upgrade from v1.

Written by Heather Phillips
Updated yesterday