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?