Updated credit card showing up in transactions but not in list of liabilities

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1

I cancelled a credit card and replaced it.
The original card showed in the totals of my liabilities, and the transactions flowed into the spreadsheet.

  • The replacement card DOES show in the list of cards attached to Tiller
  • The transactions flow into the spreadsheet
  • However, the card total does NOT show in the list of total liabilities with my other accounts. This results in incorrect results of my assets versus liabilities.

Can someone help me get the new credit card to show up in the liabilities summary totals?

thanks!

2

Remember to update the Account and Group columns in the Accounts sheet with your new credit card.

You can use the Class Override column in the Accounts sheet to override an incorrect Balance History sheet Class.

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3

Thank you Mark. I do not see an “Account sheet” in my Tiller Foundation sheet. However, when looking for the Account Sheet, I saw that this credit card is listed in the liabilities of my Balances sheet.

Oddly, the only place it is not showing is in my daily email that lists the “Balances”. That email does not reflect the information in my account/spreadsheet.

Any thoughts on this? (I could just cancel the email but it’s been very helpful up until now.)

thanks!

4

Sharing the solution:
The daily “Hello, Money” email can be customized to show only the transactions and balances of certain cards.
There could be a few reasons why your new credit card isn’t showing up in the Hello, Money email:

  1. You may need to customize your Hello, Money settings. By default, you’re only opted into receiving account refresh details, not transaction and balance data.
  2. To include your new credit card in the email, you’ll need to:
    • Log in to the Tiller Console at tiller hq dot com
    • Scroll down to “Customize Hello, Money”
    • Toggle on “Receive Hello, Money” and select the specific accounts you want to see.
5

I see, you were talking about the email and I thought you were referring to the Balances sheet.

If your Balances sheet is working, then it doesn’t make sense to me that you do not have an Accounts sheet. The name of the sheet is Accounts (not Account Sheet).

Are you using Google Sheets or Microsoft Excel?

6

Google Sheets
My template has the following tabs:
Form Responses, Insights, Transactions, Spending Trends, AutoCat, Categories, Monthly Budget, Yearly Budget, Balances, Help.

7

Could it be it’s off screen to right?
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Or maybe use the All Sheets icon to view the sheet list in a vertical scroll list?
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If still not visible, is it hidden?
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