Hi! Looking for advice to categorize transfer when I pay for stuff via cash app or venmo. I budget it and know when I do that it’s under one of those categories. But to keep it simple to transactions and budgets. How do you recommend I do this?

I have a manual account called “Cash”. If I did an ATM withdrawal, I’d mark the bank transaction as transfer, then create a matching manual deposit categorized as transfer in the Cash account. If I then bought something with cash, I’d create a manual withdrawal transaction with the category for what…

Another option— for Venmo at least— is linking your Venmo account in the Tiller Money Console or using the Venmo CSV with the Line Item Import Tool .

[image] arodceo: Looking for advice to categorize transfer when I pay for stuff via cash app or venmo. I budget it and know when I do that it’s under one of those categories. But to keep it simple to transactions and budgets. How do you recommend I do this? I have venmo linked to my Tiller a…

I didn’t know you could link Venmo. That’s awesome, will do that. how about cashapp?

Got venmo connected. This will make it much easier. Any idea why cashapp won’t connect?

[image] arodceo: Any idea why cashapp won’t connect? I don’t use that one but if it’s not supported they probably don’t offer a suitable interface for Yodlee to scrape data from. You could enter manual transactions and update a manual account for the balance. If you use it a lot that might be…

Also a great discussion on this over here: [image] Tracking Venmo with Tiller Discussion I love my Venmo account for paying for local services and splitting bills with friends and luckily I have also found that it integrates really well with my Tiller tracking. I added m…

Best way to categorize transfer like atm and cashapp/venmo?

Conversation Ask Anything

heather February 17, 2021, 2:35pm 8

Also a great discussion on this over here:

Topic		Replies	Views
Tracking Venmo with Tiller Conversation tracking	20	8182	February 11, 2025
Best Practice for Dealing with Unbalanced "Transfers" from Venmo? Ask Anything venmo	7	427	September 11, 2023
What can we do to get Venmo to include more details in transaction descriptions? Ask Anything bank-feed-issue	14	2469	June 6, 2025
How do you think about Transfers? 1 specific question, 1 general question Conversation	18	2724	April 3, 2021
Tracking or Budgeting “Actual Cash” Ask Anything tracking	13	234	November 4, 2025

Best way to categorize transfer like atm and cashapp/venmo?

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