Excel novice here. I love tiller and have been really enjoying using it. I just have 1 use case that I would really like to solve for myself that I need some help thinking through and need some advice on how to get started.
What I’m trying to do is make a chart of my liquid cash. A graph that has one line which represent the sum of my checking account, a savings account and credit debt. I really like the net worth sheet and I want something similar but doesn’t include investments, retirement or other assets.
I’m sure I will need to create another worksheet and set it up like the net worth tracker by only displaying the accounts that I want. Then have a row that adds all of the accounts together but the more I look at the net worth tracker and try and deconstruct it, the more I feel like I’m in over my head.
Again, I’m an excel novice so most of functions, formulas, and error handling I’m inexperienced with. Maybe there is a way to add a “liquid cash” line to the net worth tracker that only includes the accounts that I want and can make a chart from just that line. The more I think about it, the more I think adding to the Net Worth worksheet is the way to go.
Things I think I have to do but don’t know how to:
- Reference cells from Balance History sheet that only takes the most recent entry of the specific account
- Create a table that generates a new month when the current month changes
Anyways, I’m lost. Please help!