I’m sure that I’m breaking protocol and I’m sure that the answer is right in front of me if I can figure out what to search for, but I’m already overwhelmed. I’m able to get my transactions from my bank, no problem, rocking and a rolling, but, always a but in there, I was hoping that I could have separate sheets for credit cards, car payments, home mortgage and with these break them down into the individual expense categories. I’m sure it is so simple and so obvious that there may be a temptation to flame me as people seem more focused on snide remarks than lending a hand. So a challenge. I’m on a 30 day trial, maybe only a three or four day trial or a 30 year trial, who knows. Let the games begin.
@tom.norfleet Hi Tom, Welcome to Tiller. Have you setup the Category sheet yet? If not, that is key to being able to then categorizing your transactions. Once you do this you will then be able to see your data broken out in the monthly and yearly sheets by category.
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Hi Tom,
The Transactions sheet can hold all the data from all of your accounts. There are other sheets that you can install to be able to see the individual transactions by account.
In the Tiller Community Solutions extension, look for Account Filter and Transaction Tracker. These are really flexible sheets that may give you the views you are looking for. I personally love Transaction Tracker and use it a lot.
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Welcome @tom.norfleet to Tiller!
First, let me assure you that you are not on a timeline. We have a very generous refund policy that if after trying it for a few months you decide you want a refund we will do that without a hassle.
You came to the right place, the Tiller Community is an excellent place to support you on your Tiller journey. Since each person’s way they use money is different it is really helpful to see how others flexibly use Tiller.
Your first step is setting up all your accounts. I like to joke that remembering all of your passwords is the worst part. *Note that we do not collect or store your financial institution login information.
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After getting your spreadsheet synced to all of your accounts head over to the Categories sheet.
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Rename the categories in Column A. For ME, I don’t like the defaults as they don’t describe how I spend my money. So you simply click on a cell in column A and rename them to whatever category you want and add more at the bottom if you want.
Since Tiller is a spreadsheet you can filter and sort your spreadsheet how you like. Filter the Transactions sheet for the categories that you want to see. Create a custom filter view to make it easy to toggle these different “tabs” instead of having tabs. -
I set up my sisters Tiller recently with the groups of “Want” , “Need”, and “Savings” to go along with the 50, 30, 20 rule. You can choose whatever group names you want. This allows you to see your credit cards grouped together if you want to make a credit cards group.
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In Column E of the Categories sheet is where you set your budget.
-Alice
Tiller Evangelist
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