What is the best way to customize the net worth sheet to include multiple years?
Thank you!
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Just started using Tiller and had the same question - thanks for the help!
I have all the historical net worth from Mint and just need to figure out how to format it. I took at look at the Net Worth sheet and it looked pretty tricky.
For performance reasons, the template is set to only show 12 periods. If you set the “Period Unit” to “Quarter”, you can see more than one year on a quarterly basis. The query range is set in T7:T19 so you could goof around with those dates— either formula driven or manually— to set specific or longer periods. If you make a mistake, you can always restore the template or the whole spreadsheet. Have fun!