The balance history sheet provides a detailed record of of the balances for accounts you link to this sheet. Most account balances are updated daily.
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 the balance data was pulled from your institution.
Time the balance data was pulled from your institution.
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.
Typically the last four digits of the account number for the linked account.
Name of the account institution.
The latest balance that Tiller pulled from your institution.
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.
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.
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.
The account type, when available, such as checking, credit, savings and others.
Tiller will classify most account as an asset or a liability, and this is used in some reports.