Manual Debt Account Payoff Update

[jfournier520]

Forgive me as I am new to this system as well as a complete novice when it comes to spreadsheets and formulas.

Is there currently a way for a manual debt account to update on its own. I watched the video on the Debt Tracker sheet and followed the steps for a manual account, but it seems the issue that was present in that video is still present.

Is there a fix for this yet, or do I have to update everything for that manually.

[heather]

Hi @jfournier520 ,

Sorry for the late reply.

I am just guessing at what you mean here. You’re wanting to know if you can have a manual debt account’s balance update on it’s own when you add a manual transaction for that account?

If so, then yes, but it requires you to use two separate add-ons.

First, you’d need to make sure you’ve created the manual debt account using the Tiller Money Feeds add-on > Manual Accounts tool.

Tracking balances for manual accounts | Tiller Help Center

Second, you’d need to use the Tiller Money Labs add-on to manually add a transaction and then when you choose the manual account that the withdrawal/deposit is associated with it will give you a checkbox asking if you also want to update the balance for the manual account.

Docs: Adding & Reconciling Manual Transactions

Why Use Manual Transactions? Tiller feeds will keep your financial data current for linked accounts by pulling in transactions and balances into your Google Sheet. Sometimes, however, you may need to manually add a transaction before it has posted at your bank. For example, you might want to capture a check paid to a vendor, an invoice submitted to a client, or a bill that you paid electronically. Logging a transaction when you make it (rather than waiting for it to post at the bank), record…

Heather