On going procedures

Now that I’ve set up Tiller and use it regularly, has anyone created documentation as to how to use it on a daily basis. This would be mostly used to explain the system and process for my Spouse and kids should one or both of us pass away.

I realize everyone uses it differently but a starter document would be helpful.

Good question. We do have a bunch of articles and video demos in our Help Center - have you had a chance to check it out?

I’m not sure which article would be the best recommendation since it really depends on what your personal routine is. Just for the bare bones refreshing accounts & filling data, this one dives into what steps are needed.

For something more comprehensive, there’s also our Foundation Guide.