Decision Time: to CSV or not to CSV for 2024

Tiller is bringing in only about 2 months of my 2024 bank transactions; to fill out the year for my tax reporting, I’d need to export transactions from a number of different accounts in my old software and import them individually into Tiller.

I’m not exactly sure how much work this entails. Would it be better just to finish out the year in my old software? Note that this will also involve quite a lot of work, as the auto-cat feature in my old software is not nearly as powerful as what is found. in Tiller.

So would you bite the bullet and move over for 2024, or start fresh in January in Tiller? Would love to hear your thoughts.

Hi Bill,

Welcome to Tiller.

If it was me, I’d finish off 2024 in your old software and start fresh with January in Tiller. You can use the rest of December to continue to get familiar with Tiller and learn how to make it work best for you.