How to Handle Investment Accounts with Tiller

Google Sheets
1

Hello!

I have a few investment accounts (IRA, 401K’s, etc.) connected to our money feed. I want to keep these connected so they are reflected on our balances page, showing our assets and net-worth. However, every debit/credit on these investment accounts shows on our transaction page. Ideally, I’d prefer not to see these on our feed, but I don’t think that’s possible. If not, how should they be categorized and what type should it be labeled (expense, income, transfer)?

Any advice is greatly appreciated!

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2

I create a new category called investment and set it to the type of transfer and I then hide the category

3 Likes
3

This is essentially what I’ve started doing too. It seems to be the best option.

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4

Maybe offtopic but are there any Tiller sheet/templates designed for investment accounts? So not budgeting but just seeing trends, growth, ROI, etc…

5

I do this the same way, i have a category called Investment Transactions or retirement transactions and have an autocat rule set for them and have them all hidden. This works well for me.

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6

The way I handle these is to disconnect them and just do a (manual) balance update at the end of each month. That way, the investment accounts are included in my overall balances sheet, but the transactions don’t appear.

7

Hi. I have the same issue with my investment accounts. Would you please share details of your autocat?

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I don’t have it in front of me but pretty much that institution the they come from will give category “Retirement Transactions” which i have set to hidden on the categories sheet