I have a manual account for my mortgage because LoanCare seems stuck in the past and can’t make their system work with Tiller. I was doing this in my spreadsheet but followed the recent instructions to create the manual account in the Tiller Console. This is an account I simply use to keep my net worth accurate, and I update the balance every few months. I’m not tracking each payment with this. So, here are the problems with the console method:
The balance never affected the total liabilities or net balances lines in Hello Money.
After about a week, Hello Money stopped providing the balance, because it says it was last refreshed too many days ago.
So, I guess I’m going to go back to using a manual account in my spreadsheet for this, because my intended goal, to have Hello Money have a more accurate count of total liabilities, just doesn’t work.
Any thoughts on this? Any changes in the works that would make it worth keeping this account in the console instead of the spreadsheet?
Thanks. I didn’t realize it wouldn’t allow me to update balances. I appreciate the clarification, and I went back to the manual account in my spreadsheet.
@stevation thanks for letting us know that the manual accounts feature from the Console is not working as expected with hello, money. I will do some further testing on this and log a bug to get it working better. Our focus with that feature was to allow it to be added and managed from the Console to fill into the spreadsheet and ran out of time to do additional work on Hello, Money.
The intent is that it should show the latest balance in all places where it’s being added and should be being summed into the liabilities in Hello, Money for inclusion in your net worth there.
@TillerAlice I think what you’re referring to here might be when adding a manual transaction it does not update the balance for an account tracked via the Console, which is not the subject of the conversation here.
Has this been resolved? I manually imputed mortgage loans and it is not showing on the spending trends or updating for Networth. It is extremely frustrating.
I don’t know. I gave up adding my mortgage in the console and just use a manual account within my spreadsheet. That gives me accurate info in my spreadsheet balances but it doesn’t reflect in the Hello Money emails.
I have a related question. I have moved my manual accounts out of the spreadsheet to the console. If I wish to enter historical balances can I do that in the console?
Well, I would say give it more of a chance. I’ve been using Tiller for years, and I think it’s fantastic. Such a flexible platform that you can customize, and your data isn’t being mined by some commercial app provider. This manual account/console issue is such a small thing compared to what you can do in your spreadsheet.
As far as I know you can’t add historical data in the console. My spreadsheet has all the historical balance data. I just started keeping the manual accounts in the tiller console, so I am not sure if when a new sheet is downloaded it has the historical data, but I think it might. Can you explain more on why you need it in the console?
I’m pretty sure the console isn’t going to provide historical balance data. I don’t know what @buzzmaster1 is aiming to do, but my original motivation was just so I could see the balances of my manual-account mortgage in my Hello Money emails. That didn’t work, so I just removed the manual account from the console.
So I took my manual accounts that were in the spreadsheet and moved them here. Most of them do not have associated transaction data. I have a manual account Cash. That one obviously has transaction data and I do understand that when I enter Manual Cash transactions that I know need to update the balance in the Tiller Console, while that is less convenient, it does ensure that I am doubling checking that my Cash balance is correct. The issue I am having is that I added my home as a manual account for the purpose of having my full networth available. This in not something I will update frequently. The issue is that now I see a huge change in my networth starting when I added this account. I wanted to back fill the history so my change in networth would only reflect actual change in account balances and not the addition of new accounts that were not previously tracked. I noticed that the manual account balance update has a date so I was wondering if I could back fill.
This is probably just needing to toggle on balances and transactions after adding the manual account. It doesn’t automatically include the balances and transactions in Hello, Money when you add a new account, you have to customize your preferences.
Similarly @gcasaslucero you’ll need to make sure you link the accounts to the spreadsheet in order for them to show up in spending trends or net worth.
When you click to update the balance manually, it looks like you can change the date as well pretty easily. The date is entered into your balance history sheet which updates the net worth, etc in your sheet.
Also, you can easily change the date or add a new line by copying the existing manual entry and changing the date in your balance history tab in your workbook. I did that with the manual accounts that I have.
Hey Heather, maybe you’ve added that functionality since I tried it a while back. When I tried it, that didn’t work and I couldn’t get it to show up in hello money.
