We have been using Tiller for the last 2 years to manage our daily budget. We’ve only connected our checking accounts and our credit card. I’m contemplating connecting all of our other accounts like 401k, Roth IRA, stocks, investments – all through Fidelity. I’d still keep daily budget transaction…

I track everything in Tiller, including my Fidelity investment accounts. I think some people download their investment transactions to a separate sheet so they don’t clutter (anytime anything happens in Fidelity, it seems to involve multiple transactions–say a dividend is paid and then a dividend is…

I like having all my account balances and net worth in one place. The Transactions sheet shows me everything that’s happening in all my accounts. But as dmetiller notes, a single investment action can turn into multiple transactions. The way Fidelity tracks the core settlement account turns into mor…

@dmetiller @mysterytea Are you able to utilize AutoCat to manage the multiple transactions? Or does the complexity and timing of these transactions require manual review?

I have Autocat setup to catch most of them, and then I manually categorize the ones it misses. Hasn’t been worth the effort to fine tune the rules to get them all. My investment transactions are pretty infrequent, usually just twice a month, so it’s not a huge burden.

There was a similar thread earlier located here. My response then is pretty much the same now, except I’ve streamlined the monthly balance updates a bit. I connected our investment accounts for a while, but it created too much noise in my transaction list, so I disconnected them. However, since I…

I don’t use AutoCat at all. I find it makes me pay closer attention to my transactions when I have to categorize them myself, and it doesn’t take that long to do. If I did, I think it would be pretty simple to create rules that would automatically deal with the Fidelity transactions.

Also a Fidelity customer with 10 linked accounts plus 2 Fidelity credit cards. Only 2 of those 10 accounts have transactions that I spend time placing into categories (checks, deposits, auto-pays, etc), but I download all transactions for all accounts. I am deleting the Core Redemption/Purchase tr…

I use Tiller to track all Fidelity, Schwab, and Vanguard retirement monies. You can have Tiller link different accounts to different spreadsheets and then each spreadsheet is totally separate. I don’t budget from the retirement stuff but I do track all the items there. I realllllyyyyy wish Tiller…

@imthenachoman I think you would be right to keep the investment data separate from your non-investment data, for now. As far as pro’s and con’s go: I keep my IRA investments, which are in Personal Capital / Empower Personal Dashboard, separate from Tiller. Their retirement planner is the platform…

Tiller is designed for tracking budgets and expenses, that is its strength so I use Tiller for this purpose. In addition to my BofA and Credit Cards, which reflect my expenses, I have set up several sheets as follows: Schwab Accounts in one Tiller Sheet Fidelity Accounts in another tiller sheet W…

Looking for feedback from folks using Tiller for managing/tracking their investments along with daily budget?

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ramerkw May 17, 2024, 11:32pm 15

I posted this on another thread:

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Looking for feedback from folks using Tiller for managing/tracking their investments along with daily budget?

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