Creating a new account for Apple Credit card and inferring prior balance

[heather]

@tristanbrotherton!

You might try connecting the Apple card now. It’s in “beta” with our data provider. If it doesn’t work then a manual workflow will be necessary for now.

Maybe you’ve already figured this out by now, but a couple ideas on the manual workflow.

1. Use the Tiller Money Feeds add-on to add the Apple Card as a manual account
2. Use the Tiller Money LABS add-on to manually add transactions and have it update the balance of the manual Apple card account when you add them.

This would work for transactions going forward. If you prefer to have the history in there too then you would need to manually add the transactions and just pick a starting balance for the manual Apple Card account.

That’s the best way to really keep it up to date without more manual effort.

The other idea might be to use something like the cash workflow documented here:

Tracking cash transactions with automated balance updating

This workflow allows you to keep track of cash transactions and for each manual transaction see your balance update on the Balances sheet in the Tiller Foundation Template (or any sheet where a Balances, Balance History, and Transactions sheet exists). [41%20AM] 1. Manually add transactions for cash including the “transfer” to the cash account from the ATM. You should already understand the basics of cash tracking for transactions with Tiller. In my example, I use the Super Tidy Cash Trackin…