Net Worth Not Changing Over time for Manually Added Backfill?

[drewshannon]

Hi folks,
I’m brand new to Tiller, and am loving it so far. One of the things I’m most excited about is being able to migrate away from a manually-updated solution to a somewhat more manual one.

One issue I’ve run into is with the Net Worth Report. I’ve been manually updating Account Balances in a separate spreadsheet for the last few years, and wanted to do a 1-time backfill to Tiller. To do that, I have added those to the Account Balances Tab in Tiller (making sure to use the correct Tiller Account ID, Balance ID, etc.).

However, when I go back to the Net Worth tab in my Sheet, while I can see some data going back in time, many accounts stayed the same, up until the most recent Automatic Import, despite having monthly balances manually added.

Here is a preview from my Net Worth Tab:

So, I can see that my checking account balance from July 2021 is pulling in ($22,686.05), but subsequent months aren’t.

Did I do something incorrectly on the Account Balances tab?

[drewshannon]

Also, here is a preview from my Account Balances tab for some of those same accounts:

And here is a preview form my Account Balances Tab.:

[drewshannon]

Ah, I think I figured it out.

When doing the manual backfill of old data, I used the same Balance ID for each Monthly Balance for a given account. By clearing out that column, I now seem to be seeing correct data.