How to Handle Investment Accounts with Tiller

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!

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

2 Likes

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

1 Like