Keeping Business and Personal accounts separate

I Currently have a business bank and credit card using the Foundation sheet. I would like a totally separate sheet for personal accounts. What are the steps to achieve this?

Thank you.

Hi @boydo and welcome to the community!

The steps to achieve a totally separate sheet are generally the same as setting up your first sheet. First, you can add your personal accounts to the Tiller console (https://sheets.tillerhq.com/).
I don’t believe the new accounts will be automatically added to your existing sheet, but you can confirm which accounts are linked from the console. Once your accounts are added, you can create a new sheet starting from the console. Follow the steps outlined in the template, and when you reach step 6, only select your personal accounts to link to the sheet.

You can follow these steps and link up to a total of five sheets to Tiller.

I hope that helps!

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