I just started with Tiller Money. Need to download data from YNAB, but can’t get download to look like foundation template. I Th either need some help or at least learn how to eliminate all sheets and start over. With starting over, I can’t get the existing download sheet or the existing foundation template sheet out of my console. I trashed them but they still pop up and ask to be removed from trash. HELP! And thanks!
Did you see this guide?
I’d recommend unlinking the sheets you trashed from the Console.
Let me know if this doesn’t help.
Yes. I read that article several times and even printed it b4 I started on this effort. The data comes in as a .csv file and imports easily but it comes in with a much different looK naturally. It came in with a YNAB-specific look and feel. I spent lots of time trying to reformat that worksheet so that I could reuse it w/in the Foundation worksheet. Eventually I gave up. Note: admittedly I used to be better w EXCEL than I am now. But at my age I don’t want to spend time trying to regain those skills. I simply want a tool that provides pretty easy utilization without much customization. Mint does a very good job at this. I already have a good looking first budget working w/in Mint. Except for the ads I like the tool a lot. And at “free” it is an attractive price, LOL!
It sounds like you are an Excel user, but consider giving Google Sheets a try, @ajfraties. We’ve got some great tools in Google Sheets for migrating your YNAB data like the Import CSV Line Items tool in Tiller Money Labs. You can start a new Tiller Foundation spreadsheet, fill the data using Tiller Money Feeds and then load in your historic data using Tiller Money Labs.
Too late now, I cancelled and went to Mint. However, I believe I really would have had no way of knowing that tool was there. It would have been wonderful if that otherwise complete article on migrating from YNAB to Tiller had had a mention of that. And I may have missed it, but I certainly don’t remember seeing it.
Thanks for your follow-up, Randy. .
I appreciate your feedback, @ajfraties, and will pass it along to the rest of our team.
Sorry to lose you.