Great guidance, @jameswoosley. The only thing I’d clarify is that the Accounts sheet functions essentially as optional overrides to content in the Balance History sheet. New accounts will be available in the Accounts sheet dropdown once they have at least one row of data in the Balance History sheet.
If a new account is added via a single balance entry in Balance History, it doesn’t need a configuration row in the Accounts sheet unless overrides for Class, Group and Hide are desired.
If you want to add an unlinked (non automated feeds) account (e.g. a home value), add it to Balance History FIRST. You can do this by manually adding a new row in that table or by using the manual balance tool.
If you want to go next level, consider integrating the Tiller Labs Zillow script. It requires a bit of confidence with scripts and configuration, but it can make tracking home values easier once setup.
Hope this helps, @dnlhflnd.
Randy