How to Set Up Tiller for Budgeting with Multiple Accounts?

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Hey Guys… :wave:

I am trying to set up Tiller for managing my finances but I am running into a bit of trouble when it comes to handling multiple accounts. I have connected a few of my bank and credit card accounts but I am not sure how to organize everything properly for budgeting. Specifically, I want to track both my checking account and a couple of credit cards in one dashboard, but I’m finding it a bit tricky to make everything work smoothly.

I understand that Tiller connects to accounts and pulls in transactions, but I’m unsure about how to categorize everything in a way that makes sense. For example, should I be using separate categories for each account, or can I consolidate them under one category for a better overview of my finances? Also, I’m not entirely clear on handling things like monthly bills versus one-off purchases—what’s the best way to separate those in the system?

I have not found any solution. Could anyone guide me about this? Any advice on better setting up my Tiller for this situation would be greatly appreciated. I’m looking for a straightforward, efficient way to keep track of everything without getting bogged down by too many categories and sheets.

Thanks in advance!

Respected community member! :blush:

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Welcome, @mia979230. It’s a bit tough to answer your questions because perhaps the greatest strength of Tiller is that you can customize it do exactly what you want it to do, and what you are going to want it to do is different than what I or anybody else is going to want it to do. If you haven’t done so yet, I’d encourage you to watch all of the introductory videos on the Tiller YouTube channel. It will orient you to how to use the product. Then, I’d encourage you to play around for a while with the first transactions that you download and start to develop a system that works best for you. And, as always, folks will be here to answer questions that you may have.