Looking for feedback from folks using Tiller for managing/tracking their investments along with daily budget?

There was a similar thread earlier located here.

My response then is pretty much the same now, except I’ve streamlined the monthly balance updates a bit.

I connected our investment accounts for a while, but it created too much noise in my transaction list, so I disconnected them. However, since I want our investment accounts included in our net worth report, I added them as manual accounts and update their balances once a month. This way I can see the trend of our net worth and see our assets breakdown, including Retirement and Non-Retiremet Investments.

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