Has anyone successfully modified the Net Worth Tracker sheet to allow for viewing of more than 12 months at time?
If I want to see more than a year, I just change the period to quarter, then I can see 2 years. Not exactly the same, but it works for my needs.
I don’t have the answer but I’m following. I would like to see the view in quarters for more years than is currently allowed (12).
This can be accomplished if you have the knowledge to customize spreadsheets. Given that Tiller is spreadsheet-based and not a database, there are constraints in certain situations. The column layout of this particular template forced the developer to select some arbitrary limit (in this case 12, since there are 12 months in a year), but could have easily chosen a lower or higher number. The question becomes, what should be upper limit? If you say 24, then someone else may want 36.
To get started on customizing the template, you will need to unhide the colums after S. Notice the dynamic data that populates the template is from columns AI to AU. You will need to expand these columns to the new limit and then adjust the formulas to populate them. You will then need to add additional columns after column S to hold the increased number of months, quarters, and years. Finally, the remaining formulas would need to be adjusted to fully complete the tempate.
Selecting quarters (up to 12 quarters) or years (up to 12 years), as suggested already, likely satisfies the needs of most people. I’m curious, how many months would you like to see knowing that you have to select an upper limit?
I have done this. I built out the net worth tracker to support daily, weekly, monthly and yearly intervals for as far back as 10 years. I also added options to select which groups or accounts to track, and to display them as a chart.
I’ve abandoned the project and have since moved to a web-based interface for all my tiller sheets but I will try to post the sheets that I have made for those who are interested in a seperate post.
I created my own with the first column starting “=today()” and subsequent rows in the first column being the cell above plus a delta number of days. The first row has all my accounts and I reference The Balance History tab using lookup to get that day’s amount. I’d be happy to share