Assets & Liabilities

Google Sheets
1

When looking at the Balances tab and Net Worth Snapshot tabs, is there a way to add other assets and liabilities besides the Bank Account assets and Credit Card liabilities that are linked to the banks? I thought I might be able to add them in as an Asset or Liability Category in Transactions, but the only options are Expense, Income, and Transfer.

Thanks.

2

Please see below. I track many many items not linked via the feed. Blake

How to manually add balances

If you’d like to manually track an account, or the automated feed from your institution isn’t supported by Tiller, you can add manual entries to the Balance History sheet.

  1. Open the Balance History sheet (it might be hidden, click the four horizontal lines in the lower left corner of your sheet).
  2. Unhide the Account ID column (if it’s hidden)
  3. Insert a row above row 2
  4. Enter the information for your manual account including a unique Account ID.
  5. This can be as simple as 1 as long as it’s unique from other entries and you will remember to reuse the same unique ID for this account for each new entry.
  6. Repeat these steps each time you want to add a new balance update for this manual account.

Now these manual accounts will be available in the Accounts sheet dropdown list in Column A.

https://community.tiller.com/t/discussion-and-docs-for-the-foundation-template/126

1 Like
3

If using the Foundation Template you can use the Tiller Money Feeds to accomplish this, see the link below: