Manual transaction not updating account balances

As @jpfieber notes, transactions and balances are only coupled through the data Tiller receives from your bank. They are not connected in your spreadsheet.

Most people use the manual transaction workflows either to:

  • Create transactions for unlinked accounts that conform to Tiller’s data conventions
  • Input pending transactions for linked accounts (e.g. a check you write) that can later be reconciled with Tiller feeds data

For unlinked accounts, the manual-transaction workflow will offer to create a manual balance entry.

If you are concerned about the data coming in for a linked credit card, I’d recommend reaching out to our support team via the chat window in the lower right corner of the Console at https://sheets.tillerhq.com/auth/login