Balance History and Accounts

Google Sheets
1

Hello

I am wondering how do I input data into Balance History and Data. Is there a video that I can follow along. I am not sure what these templates are for and how to use them

2

You don’t input anything there. That updates balances when your accounts are refreshed automatically. I am guessing that you can use it for other formulas in other spreadsheets if needed. I use it to check that my accounts actually updated correctly.

3

Hi @Ayvasmommy You can insert additional columns to customize your sheet, but it requires that the headers in row 1 remain intact for the feed to work and that the tab is named “Balance History.”

You can edit any of the data in the Balance History sheet except the headers in row 1.

If you need to manually track an account’s balance you can manually add balance history records in sheets created after 8/26/2019.

Here is more on the Balance History Sheet

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4

@warren 's link to “Understanding the Balance History” needs updating? … The text refers to Account ID, but is not shown in panel on right side. My Balance History also has a “Balance ID” that appears to be a unique number. No mention of this Balance ID column in document.

Question: Do manually added Balances need a unique Balance ID? Can we generate one similar to the Transaction ID, if needed, as discussed in here:

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Thanks for that @RonH , noted re: documentation update. About the balance ID, I guess if you’re directly manipulating the Balance History sheet then yes. you should be able to manually add it but otherwise when using Tiller Money Feeds to manage manually tracked transactions and balances this should be automatically taken care of (for manual transactions updates you need to check the “Update Balance History” option)

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