Maybe I’m doing something wrong or maybe my sheet template is messed up? But for me, it seems like all Tiller does well is auto categorize transactions… Which is awesome! But I need a bit more than that, especially for a product I would pay for.
I’ve tried a lot of different financial and budget solutions and Tillers AutoCat feature is the best I’ve ever seen. But I wish so badly that it could do more because Tiller feels like a really great product.
Here’s how I have mine setup:
All of my accounts are plugged-in and my Transactions tab is filled with transactions, most of which are categorized with rules that I’ve added. From here, everything looks great.
But here’s what I want: a bird-eye view of how much I spend on a category and or group for the month.
The Categories tab looks like it does that. When I first used Tiller, I thought the columns in the category tab would auto-populate with sums of how much I spent on a given category. But instead, they appear to be budget buckets which… don’t seem to do anything for me?
When I add values to the category buckets, they show up on the Yearly Budget, but that is not the format I am looking for. And the Yearly Budget tab is dreadfully busy.
The Monthly Budget tab does not seem to work for me at all. It appears to calculate my “Paychecks” but nothing else. For example, I put say $1000 into the business budget, and even though my business expenses are categorized and grouped, nothing shows up on the tab and the values are all 0.
And the last tab I want to mention is the Insight tab which is not useful at all because it includes transactions and amounts for everything, including transfers and credit card payments, so the reports/insights are not useful at all.
As I said, Tiller seems like a great product and I love the direction it is going but it is simply not functional for me.