![]() 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). 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.Īlternatively, you can use the Manual Transactions Tool in the Tiller Money Feeds add-on to add the manual transaction and check the option to have it update the balance for the associated manual account. ![]() These data sources are separate, and not linked in any way. 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. Why isn't my manual account balance updating after I've added transactions for that account? Google Sheets Manual Account Tracking FAQ Select the manual account from the dropdown menu under “Select or add account:”Įnter the date for the Balance History entry. To update the balance for a manual account Tiller Money Feeds will confirm the account has been added and it should appear on your Balances sheet. These can be past or future dates.Įnter the balance (as an absolute value, no negative sign needed for liabilities) Select Add Account… in the dropdown menu under “Select or add account:”Įnter an Account name, Account #, Institution, Class, and Type.Įnter the date for the Balance History entry. ![]() Launch the Tiller Money Feeds add-on from the Add-ons menu at the top of your Google Sheet This feature is not intended to be used with accounts that Tiller updates automatically. Only non-automated account balances can be managed using the Manual Balances feature in Tiller Money Feeds. You can easily add a manual account and manage the balances for that account using the Tiller Money Feeds add-on for Google Sheets. If Tiller can't connect to one of your institutions or pull in an account you can manually track the account's balance.
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