I’m new to the Tiller. I recently added the Net Worth Tracker (Excel) to my foundational worksheet. After following the instructions to link the worksheet to my foundational workbook, the Net Worth Tracker sheet showed all of my accounts (assets & liabilities) but the value was $0 for all the accounts. I understand that there would be no data for prior months but I did expect values for the current month. The Balances worksheet shows all the values correctly.
In the Net Worth Tracker sheet, I unhid rows N thru AR. All my accounts show and the last account balance (column AD) shows accurate values but there are no other values in these cells.
There was a similar post related to the Google Sheets version and the issue seemed to be columns added in the Accounts sheet. I have not added columns to any sheet other than the Transactions sheet so this doesn’t seem to be the issue.
Are you sure there are Balance History (worksheet may need to be unhidden) entries for those accounts within that timeframe (Jan 2024 thru Dec 2024), @BL1996? Can you peek at the hidden area to the right of the Accounts sheet and see if the balances are populating for these accounts?
Hello Randy,
I unhid the “Balance History” worksheet. Since I started my Tiller account in March, the history only goes back to 3/9/2024 but, yes, there are values in the “Balances” column (column H) for all accounts. The balances are almost daily for all accounts. That said, the “Account St” (column M) is empty for everything. Not sure if this is an issue or not.
I think there is a very good chance you (accidentally) replaced the header in Column M from Account ID to Account St. The formulas rely on the headers to find data, so this could explain why the Net Worth is not pulling in data properly. Can you try restoring the Column M header to its original value? Let me know if this works.
“Account ID” is column E and “Account Status” is column M (and empty for all rows except the header). I did try to change it to “Account ID” but Excel automatically renamed it to “Account ID2” since one already existed. There was no change to the “Net Worth” sheet so I changed it back to “Account Status”.
Ok. Sounds like your column order is different and your Account ID column is populated and valid. Are there other columns that are not showing as populated in the Accounts sheet?
“Account Status” is the only column in the “Balance History” worksheet that isn’t populated.
The “Accounts” worksheet is fully populated with the exception of the “Hide” column.
In the “Balance History” worksheet, the columns including O and higher are unhidden but they are empty and not part of the table.
On the “Net Worth” worksheet, columns O thru AQ are unhidden and have some data but not sure if it’s complete since I’m not sure what should be included.
