Hello, I’m new to Tiller and was looking for a way to keep track of my daily account balances.
I’m hoping for a sheet that has each date as a row, and each column with an investment account’s balance and a total balance column. I was hoping each day it would add a new row to the sheet with that days’ balance, while keeping all rows with the past days balances on the sheet. Here’s a screen shot if what I’m looking for.
This is essentially the content of the hidden “Balance History” sheet in your Tiller spreadsheet. You can find all the data in there.
Unfortunately, the data is organized somewhat differently— and occasionally there will be two balance entries for a single account on a single day. From this data source, you should be able to render the table you’re requesting. The only caveat is that a sheet like this with discrete lookups by date AND account for every day on a Balance History sheet that can have 10k’s of rows can be bad for spreadsheet performance.
One more note… the Net Worth template essentially does what you’re looking for on a monthly basis. You can unhide the “hidden area” on the right and reference those formulas as you build.
Net Worth has a weekly option too. I’d say don’t sweat it and don’t watch the balance every day Or you could add a daily option to the net worth sheet (I am not quite sure how to do it, though)
If you know how to write a google script or ask Gemini or chatGPT for help, you could write a Google script that would generate that sheet based on the balance history.
You should also know that the balance history in Tiller can lag behind the actual account balance due to the limitations of the data aggregators. So your numbers might be off by a day from your actual balances. That may or may not matter to you.
Or you could add a daily option to the net worth sheet (I am not quite sure how to do it, though)