I connected a couple of broker accounts (Schwab, Tastytrade) and I really just want to pull the account Net Liq, no transactions. Is there some kind of filter to accomplish this?
This request comes up periodically, and I believe the response has consistently been that there’s no way to do this, at least at the moment. The workaround that some have adopted is to create a separate Tiller sheet just for their investment accounts. That will prevent the investment transactions from cluttering your main sheet, though also create two sources of net worth.
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You can’t have a linked account not show transactions, however, just set up Autocat rules and the investment stuff won’t take up any of your time. That’s what I do.
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It’s a popular feature request to consider voting for.
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This is timely! I created a template that does this and will share it soon with the community; however, I’m getting a little stuck on building resiliency into the formulas in case users have modified their Balance History sheet. Let me know if one of you design wizards out there want to give me some advice on this step to speed up the release.
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I posted my template to the Google sheets show and tell category: Balances-Only Importer
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