I have a question about the Net Worth template from Tiller Community Solutions. I have a CD where the balance did not update for 3 months, but then it suddenly did update. Also, I currently have a savings account where the balance is not updating this month even though the value in the “balance” tab is correct. Do you have any idea why the balances in the net worth sheet are not accurate? I love this sheet, but it is less useful in the values are not accurate. THANKS
Okay, with more messing around I figured this out. The balance history tab somehow got sorted by something other the date. I fixed the sort to be on date (newest to oldest) and the Net Worth sheet is showing correct values now.
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