Hello
I just signed up to Tiller. I am desperate for help to integrate Tiller with Excel/bank and other accounts and also track company expenses by line items instantly.
Is there anyone that can help “but” we are small company so budget is limited.
Thank you.
Brad
bnaples@trninc.net
Hi, Brad.
I am not an expert but as an English major in college, I was NOT a numbers guy. I use Tiller to manage our household accounts and I am the financial secretary for a men’s group at church and I integrate that into a separate Tiller sheet.
The big thing is linking your bank log on to the Tiller sheet so transactions download and once a week you can tweak the transactions to the right category.
Second, visit the category sheet and personalize that to your business. The Category sheet ties directly into the Monthly and Yearly budget.
Link accounts. Personalize categories. Update transactions weekly. Good luck.
By the way tiller isn’t instant; if anything it can take a couple days for the data to populate depending on when you bank pushes out their data and when tiller’s aggregator populate the data. Do you use any other accounting software?
