Dies anyone import activity from their investment accounts (taxable, IRA, 401K etc) into the foundations template, or do you use Tiller just to track income and expenses? It would be great to have all of that information concentrated in one place.

Do you track your Investment, IRA, 401K Accounts in Tiller?

dburke03 January 27, 2023, 4:48pm 6

Hey @MarcC - I just started looking around for answers to my question (linked below). Would love to hear your thoughts as it sounds like you may have experience with more longer term planning?

Thanks!
David

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Do you track your Investment, IRA, 401K Accounts in Tiller?

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