I’ve been using Tiller just for banking and credit accounts, which has been fine. However, I recently used @m00 's Apps Script Investment Balance without Transactions workaround,
( Investment Balances to Budget Sheet Without Transactions ) which is awesome, as it allows me to just view the balances of my investment accounts.
I have a few accounts connected to my investment spreadsheet, (Schwab 401k & a separate taxable brokerage account, as well as UBS brokerage accounts).
The UBS acccounts show up just fine, with their balances being brought into Tiller correctly, showing the sum of the value of cash + positions. However, I’m having some issues with how my Schwab brokerage accounts are showing up, as it only shows cash values, not the value of the account… This obviously is problematic as I’m trying to have my Balances page show an overview of not just bank balances, but the net worth of all assets.
Sorry if this has been asked before but I haven’t found anyone specifically explaining a workaround for this problem I’m experiencing. Any advice or suggestions would be greatly appreciated!