This is a general workflow question. The most basic question I find myself asking every time I look at my Tiller spreadsheet is “What changed since last time I looked at this and why?” More specifically I’m looking at balances tab or the Net Worth breakdown and I see that balances went up/down, then I try to figure out why by looking at transactions. It works, but feels cumbersome.
After learning about Net Worth Snapshot add-in, I find that I usually start there as it tells me easily for each account what changed, then I can drill into that particular account to understand why.
What I’m looking for is a view that for a given time period shows starting balance, ending balance and rolled up transactions organized by category that took place in-between + for bonus points any delta not attributed to transactions such as portfolio growth in case of investment accounts.
Wondering if such a view exists or if not, how others are handling this type of workflow?