Amount for an account on the Balance worksheet doesn't match account balance

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1

Amount shown for one of my accounts on main interface (recently updated) is roughly $20K. The BALANCE worksheet lists the account but shows a balance of $0. The amount shown on the Balance History sheet is showing $0 for the last few days. How can I resolve this?

2

Just to double-check, have you also done a “Fill” to fill the sheets with the refreshed data?

3

Yes, I have launched and filled with all balances and transactions.

4

If you’re using Excel, there are known fill related issues right now. Just something to be aware of, even if you don’t see the same error message.

Otherwise, you may need to contact help via the Tiller Console.

5

Try deleting out all the records for that account from the Balance History tab, then hit “Fill”. That might help force Tiller to bring in the updated balance. Does that work?

6

Hi

I am new to Tiller and I need to delete records out of my balance history. I am not sure how to do that. I have the Balance History tab, but when I go to delete the record, it keeps reading it. Any help would be appreciated.

Thanks

7

Are you filtering for all the records for the account you are trying to delete from the balance history? You need to delete all of them, not just the most recent one, in case that is the issue you are encountering.

8

Hi @llreed2023 have you already unlinked your account from your sheet? @Caroleen raises a good question if by “keeps reading it” you mean that there is some balance even if incorrect that continues to show for that account. Perhaps you can elaborate a little more for us.

9

Thanks for the replies, I was able to figure it out. One of the sheets had a filter on and it prevented what I needed to accomplish. Thanks for your help.

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10

@llreed2023 glad to hear it!