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.
I recommend trying to install a fresh version of this sheet and then make sure that you have done the “edit links” steps to point the net worth tracker to the data in your spreadsheet.
If so, and once you have a fresh copy of the template if it’s still not working the issue has to be with the dataset or the sheets that are upstream of this sheet.
Common issues include missing column headers, missing or re-arranged columns, or issues with the Accounts sheet. The Accounts sheet is in between the Balance History sheet and this net worth tracker. If there is an issue with the Accounts sheet that could be affecting the Net Worth sheet.
You can restore the Accounts sheet using the Tiller Money Feeds add-in > Tools > Manage Templates feature but then you’d need to restore the Net Worth sheet again manually as well.
If that doesn’t work I’m sorry but we can’t help more here. These template issues are really hard to diagnose when we don’t have access to the sheet and since this is a community solution we can only take it so far.
Heather,
I have tried re-adding the sheet and the “edit links” with no success.
One question. You mentioned re-arranged columns will create issues. On the transactions tab, I added 2 columns to the table between “Amount” and “Catagory”. Do these sheets look for the column heading name in the table (i.e. “Catagory”) or is it looking for a specific column designation (i.e. column D)? If it is looking for the column designation, I can see why this is an issue.
Are you sure that the “edit links” step which is now called “Workbook Links” in Excel was successful? You can check it by going to cell AG7 and examining the formula and find the first FILTER function and it should look more simple like:
FILTER(BalanceHistory,BalanceHistory[Date]
vs (when originally copied in and before the edit links step)
I bring this up because, even as a long-time Excel user, I don’t consider that step in Excel to be the most intuitive. And it would definitely result in no data where you are seeing no data. And that’s because your sheet is referencing your Account IDs and attempting to look them up back in the original template where they definitely will not exist.
Since the section that is missing data only refers back to the Balance History sheet, it doesn’t seem like adding columns to the Transactions sheet should be an issue. Generally these things get designed with the flexibility to handle shifting column references.
