It’s actually quite automated, but there is no direct connection between what you enter in the Transactions
sheet and the Debt Planner. The indirect connection works like this…
- Make a payment (check or credit card)
- Payment appears in your
Transactions
sheet via Tiller Money Feeds service - When payment is received by the lendor, your linked balance is updated
- Updated balance appears in your
Balance History
sheet via Tiller Money Feeds service - Debt Planner template pulls in the updated balance automatically
Make sense?