I connect to my Schwab brokerage account. I use an Interest and Dividends category to track the proceeds from invested assets, and monitor deposits and withdrawals from this account. Automatic reinvestment of dividend payments are categorized as Transfers. I use a Trades category to differentiate dividend payments and reinvestments from sale proceeds and new share purchases. I also track the advisory fees leveed on this account. Since Schwab reports interest and dividends by security, I can review total returns for each position, and their relative performance is easily viewed in many of the graphs included in various Tiller sheets.
I use the AutoCat tool to automatically categorize virtually all of these routine transactions, with only occasional review and intervention required. The AutoCat Positive and Negative columns are useful in this process. AutoCat also allows me to correct any inconsistencies in fund/position names shown in the Description field, which insures accurate reports.
I project the income from the account in my Tiller budget, using the monthly Income projections Schwab calculates on the web portal for my account. This is made much easier by using the excellent Budget Plan tool posted by @jpfieber.
This method allows me to integrate data from the brokerage account into my overall Tiller cashflow and budget strategy with little marginal effort. I’ve found it well worth the time to set up.