Tracking investment asset balances

Hi there,

I have a handful of investment accounts with Betterment. I linked the Betterment account with Tiller without issue. However, I’m not seeing those accounts show up in ‘Balances’ or the two templates I just installed, ‘Net Worth’ and ‘Net Worth Snapshot’.

I’d love to track my net worth in Tiller without having to manually update it. Is this possible?


:wave:, @burlingame!

If you just added the accounts you probably just need to link them to the sheet.

In the Tiller Money Feeds add-on under Linked Accounts add the checkboxes then confirm changes and it should pull the balances into those other sheets.

Thank you, Heather! I can’t believe I didn’t think of that. :grinning: