Its close, but the difference i think is that the way i have it set up is that the curves are additive. So the balance of each subsequent account is “stacked” on any other selected accounts. Assets are positive, liabilities are negative. Hovering over the chart shows you each account balance on a given date, as well as the sum (assets-liabilities) on a given date. its a way of visualy displaying the change in composition of assets/liabilities over time. If I select One account it looks like this:
If you add all your accounts it will show all assets and liabilities, visualized by account or group, with a total net worth calculated.
Take it or leave it obviously. Just a thought.
My next challenge will be to incorporate my investment spreadsheets which unfortunately right now is outside the scope of tiller and still requires some manual effort.
Thanks all, feel free to drop ideas/templates/features you would find useful into this thread. We will review everything and reach out if there are more questions.
Yes, I use the sheet @Cowboy13 has made. Its great. I think it wold be pretty easy to build returns as reported in a sheet like Coyboy13’s. I use another sheet to manage my asset allocation. Some of it is autofilled via tiller, much of it I update manually.
Adding a visualizaiton to a web interface would be great. I’m working on it. It requires me to have a “Holdings” tab that reports the value and asset type. So far it looks like this:
I would love if Tiller opened a beta for asset tracking. I know Plaid and possibly Yodlee offer the ability to track assets but to date it doesn’t seem like Tiller has done this yet. IMO this is the missing feature that holds Tiller back from truly being an all in one finance app.
Was finally able to access and have been assessing. I’ve included details concerning the access issues in a PM, but it seems to be related to a newly created domain. My DNS service doesn’t like new domains as they are known to be favored by threat actors to launch malicious campaigns my service (NextDNS) blocks for 30 days unless that setting is overridden.
Anyway, a quick suggestion- within the “Analysis” section, increase the “Bar Limit” to a value greater than 30. I’m surely not alone with categories numbering greater than 30. Thanks.
Thanks for sharing your access blockage issue - glad you got it figured out!
“Anyway, a quick suggestion- within the “Analysis” section, increase the “Bar Limit” to a value greater than 30. I’m surely not alone with categories numbering greater than 30. Thanks.” - If you refresh the web app, you should be able to see 50 in your drop down.
In the “Trends” section, could you add a “Daily Avg.” in the Total Box as well? I find this helpful when monitoring spending (typically I use a 30-day period, but this could vary depending on one’s needs).
Good to hear you find the investment account tracking useful.
I agree with you that Tiller needs to add the ability to track holdings in Investment accounts. It’s been asked for multiple times from many people. There are many things I’d like to do if I had my holdings information linked.
Just to completely understand what it is you’re describing… what if the range is the last 12 months? Are you still looking to see a Daily Average over that 12 month period? Or is this for periods of 30 days or less?
That would be irrespective of timeframe. Check out the “Spending Trends” tab in the conventional Tiller Money (Google) Sheet. There is an “Avg. Daily Expense” cell which calculates that value whatever the length of time being analyzed. Thanks.
I am testing it right now. My problem is that I have a Payee column. I know that Tiller does not support a Payee column, but if your app could show an editable Payee column if there is one, I would have Payee’s again. As a workaround, I could add a Payee in the “Note” column and then have my Payee column in my Tiller sheet = what’s in the note column. I don’t use notes for anything anyway. I could also use the Tags column the same way and even run reports by tag. Anyway, I think you are on the right track here. I’ll continue testing
I use a payee column so to separate the merchant from the description. I could use the Note column or Tags column, but I’d rather have the column named for what I use it for. I also use the Payee column for my Income/Expense Report by payee. So many of the budget apps out there use a Payee field, that I’ve gotten used to it. I always enter the payee field manually, because most apps don’t get it right (at least in the way I want the payee to look)
Just a heads up everyone - we went through a re-brand (now called Offsheets) and changed the domain to its permanent home. If you signed in through Google and linked your Google Sheet, you will need to go to https://www.offsheets.com/ and sign in/link one more time! Also, if you were subscribed to the Email Digest or Over-Budget alerts, you’ll need to toggle that on again. The benefit of not storing any data in the database other than the user’s Google account email is that the switch over is pretty painless for our users. Let me know if you have any questions!
We added an Investment feature to the web app. Consider it a 1.0. Investment account balance/portfolio tracking (includes any Account Group with “invest” in it, but you can add additional Groups if you want). Also, it compares performance over various intervals of time to common benchmarks like the S&P 500, Nasdaq, even Bitcoin. Currently, we’re trying to figure out ways to include specific assets owned in the portfolio, but data available is limiting at the moment. More to come…
This looks good! Can you explain what type of input it needs for the calculation to be accurate? Probably all transactions (deposits, fees, interest, dividends, withdrawals, etc. in all the investment accounts?
I am asking because I know that some people shared on the community that they get rid of all the noise generated in the spreadsheet by transactions happening in their investment accounts.
