I would like Tiller to just grab the account balances from a couple places. Is that possible? My wife and I have a couple businesses and it would be nice to see their cash value updated with balances to contribute to our net worth in the balances tab. We both manage the daily transactions through ot…

You can manually add these amounts in the balance history tab and they will flow to the balances tab. You can add a new row to track changes weekly, monthly, quarterly, etc. Blake

Are you wanting transactions from some accounts but not others or no transactions at all? If you adjust the transaction sheet (simply adding an extra column at the very top) it will not add transactions, but still add the balance history. If you still want the transactions from some, you can use au…

[image] Blake: add these amounts in the balance history tab @Makinit1212 you can do this using the Tiller Money Feeds add-on too if you prefer not to copy/paste rows. Tracking balances for manual accounts | Tiller Help Center Learn how to manually track balances for non-automate…

Thank you everyone for the replies. I don’t think I have the exact solution I am looking for so let me be a little clearer. I have a business that I would like to track it’s “cash on hand”. This would mean gathering the balances for the couple accounts that it has and having them show up under the …

@Makinit1212 It seems like you have three options. Manual entry as I mention above. Manual entry as Heather mentions above. Add the accounts like you do with your other accounts and then delete the transactions. I am not sure how often you want your net worth updated. What if you update these a…

Here’s a possibility: Add the cash accounts and update normally. All transactions will download. Set up AutoCat to categorize any transactions in these cash accounts as a Transfer. In this case, the AutoCat rule has a blank Description field, but names the cash account in the Account Contains fiel…

@Blake I have a very entry level question about what your suggesting. When you say manual entry, does that mean to literally go to whatever account he wants the balance of, see what it is, then come over to his tiller spreadsheet and just type the value into a cell? Sorry in advance if this is a du…

[image] Hide Account from Transaction Sheet Only Google Sheets Is there a way to hide certain accounts from the “Transaction” Sheet only? I have certain accounts connected with tiller for the “Net Worth” sheet, however I don’t want those transactions to be categorized/grou…

Grab balance data only?

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Blake August 1, 2021, 3:58am 10

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Grab balance data only?

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