🏆 Investment Returns (Monthly, Annual, Total, XIRR)!

Some of you have had issues with the load time so I rearchitected the workbook and optimized it quite a bit. I am seeing the time between loading from scratch to completing the calculations improve by 35-40% vs the previous Rev.

Link to Rev 2.0 can be found in the first introductory post.

I also added some new features and tweaked how to set it up. Details can be found in the first introductory post.

Let me know if you have any questions.

Thank you.

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Brand new Tiller user trying this out, it looks great. FYI that the URL import didn’t work, the Tiller Connection tab showed a Ref error about in-cell images in the Transactions and Balance History cells:

I realized that the Tiller Foundational Spreadsheet includes ‘T’ logos in the respective A1 cells of Transactions and Balance History (normally hidden). Perhaps that’s something they changed recently?

When I manually removed the embedded images from the Foundation sheet most of the errors went away. I’m still seeing errors for Tags and Groups. I don’t see those columns in the Tiller Foundation Template “Transactions” tab. The only reference to Groups is on the Account tab. A global search for “tags” turned up nothing.

As a new user, it only lets me post one screenshot at a time. Will share more in a separate thread if it lets me.

The offending ‘T’ logo

@btrombley - First off, welcome to Tiller.

I have not see that error and my Balance History has this logo as well…

The formula in A1 is…
image

Also, my Transactions sheet has “Group” (Column G) and “Tags” (Column L)…

I have been using Tiller for multiple years and I believe those 2 columns were there when I started. However, the workbook doesn’t use category Groups or Tags so it should not affect its functionality at all.

Let me know if you have any additional questions.

The image formulas cause external reference warnings (for awhile) now and so new templates have replaced them by inserting the image in the cell instead. You may be able to reproduce the issue by doing the same :thinking:

@Mark.S

Interesting. As I mentioned, my Balance History has Image formula and I don’t get an error when I do an ImportRange. Based on what @btrombley said, the image in the cell, cause the error, NOT the image formula.

Yep, and so you could maybe reproduce the error condition and make a change so that new template users do not run into the same issue.

@Mark.S
Thanks. Misunderstood your initial point.

I have updated the workbook to account for when there is an in-cell image in the ImportRange range. Here is the link to v2.1.

I’ll also add it to the top of this post.

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Hi Cowboy13, sounds like a great sheet. Is there an excel version available?
Thanks, Jon.

No Excel version and I don’t have the Excel experience to create one.