That’s great news @claratells so happy you’re finding it valueable and using the Excel version!
@jgallo07 A few things you can check:
- make sure that you have the checkbox checked to “activate” the account. I kept messing that up
- double check the start month and if there isn’t a balance in the Balance History for the start month for that account that could be throwing things off
- is there another account that has the exact same name? If so you’d want to nickname the accounts to be able to tell them apart
If none of those help, we’d want to dig into this via support vs here in the community as we may need some screenshots so reach out to us using the chat tool on the Tiller Console at https://my.tillerhq.com (recommend reaching out M-F 8AM - 6PM ET so you’ll reach our team rather than just the outside office hours AI bot).
@jonesntn you’re welcome! We’re excited about this release.
@lewesandclarkbeachho you can find the instructions for setting it up on our help center: