I’m brand new here, after about 20 years using Mvelopes and then hopping around trying to find anything that could take it’s place (YNAB, Every Dollar, GoodBudget, you name it, I’ve tried it!).
I’m all set up, got my budget inputted, transactions categorized, but I’m not seeing what is for me, a super important part. Where can I see the connection between how much is in my bank account, and the budget? I’m used to seeing my balance broken down into the categories. I know I can see the big numbers in the Monthly Budget tab, but for instance I started the month with a balance in my account that consists of long term savings and a number of “sinking” funds (car repairs, Christmas spending, etc). How do I reflect this in Tiller?
I’m pretty new as well (about a month) and come from a similar situation as you (using envelopes, sinking funds, etc.), though not with an app, but a spreadsheet my wife & I started and have tweaked over the years.
When I discovered Tiller I started searching around for a similar functionality that our custom spreadsheet had with categories (envelopes) and discovered this video on Tiller’s YouTube channel. I downloaded the template and started experimenting, and it has some nice features.
While in the midst of that, I stumbled upon this thread, talking about a tool a community member @richl built. It seemed to do what my own spreadsheet did, only much better, and also offered much more functionality. I’ve been experimenting with that for a few weeks and have been really enjoying it. Took a bit to get it set up & figured out, but Rich has good instructions and has also been more than patient with several questions I’ve asked.
Maybe one of those tools might offer what you’re looking for.
Here is a link to learn more.
This looks like the ticket! Many thanks.
Thank you very much!!
Our Savings Goal Tracker (beta) is not connected to the budget, but it can help you visualize your bigger savings goals against your balances and it’s super simple.