Say Hello, Money With Tiller’s New Daily Email Update

Hi @richl - I haven’t received confirmation that this is fixed, but the team is still investigating why it’s happening. :crossed_fingers: we have a fix soon.

@Blake, welcome back :slight_smile: I don’t understand what you’re asking. You can customize the email now on the Tiller Console under Customize Hello, Money

I do love the new Hello Money email. I previously had to add a macro to Google Sheets to get this. And it worked, but as an accountant it killed me to not be using Excel just for that one feature. [Also, community, if you have any ideas here, hit me up!]

This email is really good but still not perfect for my needs. I have multiple clients, each with multiple opcos, and every one of those has their own subset of bank accounts and credit cards. I have to slice and dice information to include what matters to every single manager, and exclude what doesn’t,. This is obviously cumbersome when dealing with 100+ feeds. i could do this with separate Tilller accounts, but this is primarily a tool for me. I absolutely need the quick, dirty overview to make sure nothing goes wonky in a day. There is also a lot of transfer between entities and bank feeds don’t provide enough detail so I often have to match manually.

I’d love to see a situation where I could create a single email for each enterprise, including only their interests, that I could auto-forward to their bookkeepers. I’d pay a premium for that. Multiple configurations for daily emails? Yes please.

OK, I see this is in the console. I have a spreadsheet for my stuff and then another spreadsheet for my mom’s stuff. So I go into customize and turn off all accounts related to her and then the report/email comes out with just my stuff. So the email will come every day to me with just my stuff in it automatically. Is there a way to customize a second email to her including just her stuff automatically? I can do it now manually but then I would need to set all the customizations back to me manually when I am done.

Also, any way to include manually added accounts; for example, land, personal residence, vehicle, annuity, life insurance, loan receivable/payable? These have values that the user would update manually.

hey @richl we pushed a fix later in the day on May 2nd we hope would address the transactions showing up more than day in a row. Can you confirm if you’re seeing them coming in multiple days after that?

Thanks for your feedback @ProfitSpotting

@Blake there isn’t a way to customize a 2nd email with just her stuff. Also not a way to include manual accounts right now.

Yes Heather it doesn’t have repeat transactions.

thanks for following up.

R

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I really like this. I track different groups of accounts across 3 different spreadsheets (e.g., for my work vs. personal). It would be great if I could create one of these emails for each of these groups. Essentially, I would have a daily email for my accounts come to me, and another for work go to a different email.

Love this idea! Recommend adding a feature request

I really like the new look. I do have a request. I manage my parents finances inside my Tiller account. It would be nice to be able to create a second Hello, Money email that can be sent showing just their accounts to their email account. You’re getting closer and closer to a perfect product. Thanks

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Consider casting a vote for this feature request.

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Adding a second email account and segregating your linked accounts between emails would be a great feature for the future.

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Thanks for the feedback! Do make sure you vote for the respective feature request.

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I’m trying to understand how this “Hello, Money” email is useful. How do you unsubscribe? I see a list of relative refresh times on my accounts … and that’s it. I’d actually prefer no email updates at all, even if there was something useful in there. I like going to the spreadsheet and seeing what’s new there. I don’t need more email.

Update: Now I’m seeing you can customize it and unsubscribe on the Tiller Console, but no mention of where the Tiller Console might be.

Update 2: I figured out the Tiller Console is at my dot tiller dot com, but it’s in an enormously wide dropdown that doesn’t look like a dropdown, so I didn’t notice it despite going down there 5-10 times already.

Really you should be able to customize the subject of this email and send it to an alternate email address.

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I added an account manually. Is there a way to add that to my Hello email?

No, only accounts linked and accessible via the Tiller Console.

Thanks for your feedback. Feel free to add any feature requests related to Hello, Money in our Feature Requests category @jules https://community.tiller.com/c/feature-requests/15