End of month balances

[Blake]

@joshmccormackpt, I think you might like the new Net Worth Snapshot template as it accomplishes exactly what you are asking for. However, you might like the regular Net Worth template better because with it you can see 12 monthly Net Worth calculations all on one page. Either way, both templates are good tools to have in your toolbox. Enjoy. Blake

Tiller Labs Roundup: 11/21/19 - Net Worth Snapshot template

Hi @Blake, Yes we built that for you and some other customers. I wanted it for me too. Thanks for sharing your use case. You might consider adding an annual % change column. You could get the number of years from start to finish using =DATEDIF(D8,E8,"Y") Then adjust or add a new % Change formula that divides by the number of years.

Net Worth Tracker Sheet Revised to Work With Groups

Tiller Labs has updated and improved the Net Worth sheet so it now works with Groups. To get the new sheet, go to the Tiller Labs add-on -> View solutions. If you have a prior version of the sheet, select Manage Solutions, then select Net Worth and upgrade. If you don’t already have the sheet and want to get it, select Add a Solution instead of Manage Solutions. [Net%20Worth%20revised] Very little, if any, set-up is required to use the sheet. By default, the sheet will work using Today as …