Investment, IRA, 401K Accounts

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.

Yea, I have a few accounts in mine. I delete the transactions and just look at the balances as part of Net Worth.

Yes, I track my investment accounts in Tiller. I track balances and transactions. I use the transactions to track investment cash flow.

I get Tiller to grab the balances and transactions from my investment institutions but I really only look at the balances. I pile all the transactions into my ‘transfer’ category. Not the best way but sure the easiest.

I track them in a separate “Investment” template to monitor dividends, capital gains and balances.