🏆 Account and Category Report

[KirkO]

Scott,
Thank you for the insight. I agree with many of your statements. And I would like to switch to Tiller, but haven’t had the same experience with account connections / data-sync. In fact, it’s been the opposite for me. I have 2 CC accounts and 1 bank account, where 95% of my transactions live, that I have not been able to connect in Tiller now going on 3 weeks. Yet, they’ve been reliable in Mint.com for 2+ years.

I’ve read and followed steps in the support articles and opened a case with Tiller, so am awaiting answers. But without those accounts connecting, it is a non-starter for me. I don’t want to get off tangent from this topic – your report and Yossiea’s help have been amazing. Here’s a link to the ‘account connection’ topic, if interested.

Do your accounts stay connected?

Jeff, I am with you. I am currently in a trial period with Tiller. I like a lot of the capabilities, and the whole Tiller Community concept and templates (although this can also be a bit overwhelming and cumbersome for a newbie). At this point, though, it is debatable to me whether the Tilller “juice is worth the squeeze”, for the main point you bring up. Of my 5 main online accounts, 3 are not currently usable. Specifically: US-Bank Mastercard - Errors out / will not connect Venmo - Errors o…