I’ve tried searching how to do this, but don’t see anything recent, and am hoping that there is a community solution!
I am very interested in switching to Tiller (using Excel), but what’s holding me back is the ability to track investments. I’m hoping to have a view of my investment holdings, including my cost for the investments, current valuation, gain, etc., and be able to calculate IRR on any group of securities. (i.e. be able to track purchases and sales of multiple securities within an investment account, and then view all my security holdings across all accounts, and calculate returns for any account, group of accounts, or group of securities across accounts).
Is this possible in Tiller via the Excel sheets, and any suggestions for best way to do it today?
We hope to add feeds for investment accounts with the reporting you describe. (In fact, we’ve experimented with this in the past but found that Yodlee’s investment reporting wasn’t quite ready for what we had envisioned… so we set that project down for a while.)
At this point, unfortunately, you’ll probably want to use the manual-account tools and then enrich the data, possibly in the Balance History sheet, with some of the investment data you mention.
I hope some other community members have additional ideas…
I’ve also been hoping for a good way to do this. As far as I’ve found, the best option with Google Sheets is this community solution: Investment Returns (Monthly, Annual, Total, XIRR)!. It is a bit hefty though - any change to my data takes ~60 seconds to recalculate in the returns sheet. It is probably not Excel compatible.
@RedNell
Thanks for the shout out for the Investment Returns Google Sheet.
@dsm
It is not Excel compatible but probably wouldn’t take a ton of effort for someone with Excel expertise. However, that’s not me. I think you should only need to change the data import cells to whatever Excel uses.
Yes, it’s processor intensive. I’m sure it could be more optimized, but haven’t spent the time. It’s calculating a bunch of stuff. I keep it as an open tab in my browser so it’s pretty much always up to date and once it’s set I up, I don’t change it much at all.
I hadn’t seen your investment show & tell @Cowboy13, super cool! I love how these threads are a discovery channel for the awesome things our community builds
@dsm we don’t have too much in the way of investment tracking at this level for Excel built out in the community just yet. The only one that comes to mind is the Retirement Planning for Excel Retirement Planner Template (Excel) but like I said, it’s not the granular view you may want.
Hi. I found this thread as I am new to Tiller, coming from Mint, and am using Excel sheets. In Mint I had our investment account information brought in. Here in Tiller I like just looking at my actual income/expenses without all the investment buys/sells cluttering the picture, since they don’t impact my daily life. So, I was wondering, could I create a separate Excel worksheet for JUST my investment account information? I’d still like to see it, but not with everything else.
My sense is that setting up a separate sheet solely for investment accounts is a common approach for folks who don’t want their day-to-day spending transactions cluttered with lots of investment transactions. So, yes.
If you pull in your investment transactions and balances into your main tiller sheet (which I do), you can do simple investment return calculations in you main Tiller workbook. However, for anything more complex, I agree with @dmetiller - make them separate workbooks (or spreadsheets).
I tried TIller, really wanting to substitute it for Quicken, but it seems that it just isn’t up to the task of tracking investment holdings, returns, capital gains, etc. without me having to essentially code all that stuff up myself. Am I missing something relatively simple, where I can just enter my holdings, purchase dates, cost basis, and such and then just have Tiller pull in buys/sells and dividends so I can track investment performance? I’m 100% not interested in writing a bunch of formulas and such. While I know how to do that, I’d just use Googlefinance for free. It seems like it is mainly aimed at tracking spending and budgeting. Am I wrong?
@balinsky
Tiller easily tracks transactions in your connected investment accounts and there are multiple add-ins that track investment returns by account, just not be individual holding. Reason is- Tiller does not have any insight into the specific equity purchased/sold, # of shares, or cost basis. You could enter this information manually, but you would still need to develop a spreadsheet that uses this info.
@heather has alluded to adding the capability to import this data from the financial institutions, but I have not seen anything indicating when or this will ever be implemented. If this data was automatically imported, I am confident a solution would be generated pretty quickly to track returns by ticker, etc.
I’ve simplified my use to tiller to tracking my everyday expenses, limiting the accounts to checking and credit cards. I’m always watching for new ways to incorporate investment tracking here but haven’t found anything yet. I’ve resorted to categorizing both savings and investments as income. If i transfer 500 to an investment account, it goes in the budget as negative income for the month. If i need money from investments, it comes in as income for that month. Its worked for me the last 2 years. I have separate savings accounts for different things such as a car savings account. Money goes to it monthly, which shows as negative income. But if I go buy tires this month or my premium comes due for the year, I transfer money back from that account, it comes in as income in the budget, and it keeps certain unexpected expenses from blowing up my budget. Transactions in those individual savings and investment accounts I do not import to my tiller sheet.
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