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.
Brand new Tiller user trying this out, it looks great. FYI that the URL import didnāt 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 āTā logos in the respective A1 cells of Transactions and Balance History (normally hidden). Perhaps thatās something they changed recently?
When I manually removed the embedded images from the Foundation sheet most of the errors went away. Iām still seeing errors for Tags and Groups. I donāt see those columns in the Tiller Foundation Template āTransactionsā tab. The only reference to Groups is on the Account tab. A global search for ātagsā 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.
@btrombley - First off, welcome to Tiller.
I have not see that error and my Balance History has this logo as wellā¦
The formula in A1 isā¦
Also, my Transactions sheet has āGroupā (Column G) and āTagsā (Column L)ā¦
I have been using Tiller for multiple years and I believe those 2 columns were there when I started. However, the workbook doesnāt 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 
Interesting. As I mentioned, my Balance History has Image formula and I donāt 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.
Iāll also add it to the top of this post.
Hi Cowboy13, sounds like a great sheet. Is there an excel version available?
Thanks, Jon.
No Excel version and I donāt have the Excel experience to create one.
This is a great sheet. Thank you!
A couple notes.
I was able to add a bunch of columns and now all my accounts tracked.
Thanks again, this is very useful.
@folkhero - First off, welcome to the Tiller community!
You are absolutely correct that you need clean Account Balance and Transactions histories for this to work properly. This is true for any analysis you want to do that goes back multiple years.
As for >15 accounts, it can be done, but the workbook is already a calculation hog and for every account you add, it adds a lot of columns (I did the analysis a while ago, but canāt remember the exact number).
I had read a while ago about potential issues with apostrophes in account names so I donāt have any.
I thought about using account numbers but you will the run into issue when your bank or investment firm gets acquired and changes the account number. Since account names are controlled by the user, you can always edit them to be consistent and pull in a longer timeframe history.
Let me know if you have any other questions.
I have it running now with 28 accounts. Some are inactive, and only have historical data. Some are retirement accounts that I havenāt rolled over. Anyway, 556 columns in Set up and Calcs. I have 3 groups, so many columns are empty. Only a few years data in the sheet so I donāt know if it would bog down with more history. I guess Iāll see how it holds up with time.
I donāt plan to run it very often. Maybe once a month. So it doesnāt bother me if it takes a minute or two.
Iāve been looking for a tool like this for a long time. Iām really glad you put it together and take the time to support it. Thanks again.
Looking throuh setup and calcs, it looks like returns from comparison tickers donāt account for dividends, is that correct?
No it does not, simply the price of the ticker from Google Finance.
I looked for a way for a while but I could not find an easy way that was also free.
Thanks I figured. Without dividends its not that useful to me so Iāll probably work on a way to delete those cells and graphics to simplify the sheet a bit.
Hi, I am trying out the sheet and I am getting the āResult too largeā error on my Transactions sheet. I have close to 16,000 transactions in my foundation sheet and only transactions starting with row 15,001 and on will show in the Investment Returns transactions sheet. Iāve tried re-copying the sheet and Iām getting the same error. Any idea what Iām doing wrong? Itās also interesting that the first transaction you see here is in a different category than investment cash flow. Investment cash flow is the only category I have listed on the setup sheet. Thanks!
What version are you using? It should say near the upper left of each sheet. Reason I ask is that re-wrote the Import function to be able to pull in more data in Transactions and Balance History sheets back in version 1.5. Check out my post from July 2023 and this is also listed in the first post.
Not sure this is the issue you are seeing, but worth checking.
If youāre going to update your version, Iād encourage you to update to the the latest, which is 2.1 at this time. It is more streamlined than the previous versions.
Thank you.
I have made some improvements and the Revision is now 2.2 and can be found here.
Improvements are:
Thank you.
