I am new to Tiller and used autofill from accounts to populate spreadsheet. I have an checking account with Fidelity and there are transactions listed with " Redemption From Core Account Fidelity Government Money Market" Has anyone run into the is description? Can I hide these and when I do, are …

Welcome Wade :slight_smile: Check out this post: [image] Tiller and Fidelity Cash Management Account Ask Anything I did the same recently and it’s worked perfectly for me. Fidelity is an open banking connection, so excellent syncing slight_smile Since it’s really a brok…

To expand on Mark’s post and explanation. I’m assuming you switched to Fidelity because you’ll earn interest on your checking account. The sweeping ie purchase and redemption, is what gets you that interest. So it can be useful if you want to keep track of what’s swept and how much interest you shou…

Thank CTlee, I switched to Fidelity to earn interest on deposits and to make transfers from my IRA to my checking account. It is a great system. However, the numerous redemption transactions complicate the spreadsheet, and the amounts are small. My question is: Did Mark write a custom script to del…

If you look/click into the post mark posted, it should be the last post in that thread

I just provided an updated version of the cleanTransactions script (additional features), in the above referenced thread.

Redemption money Transfer to keep account filled

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Mark.S February 10, 2025, 7:19pm 2

Welcome Wade

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Redemption money Transfer to keep account filled

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