Hi Carol, welcome to the community! It sounds like you have RMDs and want to track and categorize the transfers, tax withholding, and balance changes over time. Tiller provides several options depending on the level of detail and effort you want. I have a couple of questions before making a recommendation.
- Do you use Tiller for budgeting and monitoring your cash flow, and would you go to the level of budgeting your income from investment distributions?
- Do you want to track tax deductions, or simply hide them?
- Sounds like you’re familiar with Tags. Do you use the Tags Report and/or Transaction Tracker?