Question for Experienced Users: Why Tiller vs Quicken for same price?

[sblagoue]

Hi Lorraine,

I’m sorry but I can’t help. I’m back to Quicken exclusively and no longer have my spreadsheets after a year of inactivity.

Best of luck!

[lorrainedamico]

Thanks for letting me know.

[martha.rudkin]

Hi Lorraine,

I was also a Quicken user when I found Tiller in 2019, and started using Tiller exclusively in 2020. I also really wanted that Quicken style register with a running balance including future dated transactions.

Here is my solution that I am still using today. Read through the discussion in this thread and see if you want to try implementing this. The main key is having someplace you can reference an initial opening balance for the account.

Simple Account Reconciliations

What is the goal of your workflow? What problem does it solve, or how does it help you? The Statements sheet in Tiller Labs is great but it takes a lot of time to use month after month. I decided that tracking the specific statement was unnecessary to me - those statements are available online if I need to refer to one. I just want to mark a transaction as Reconciled or Unreconciled. Now when a new statement is available, I just need to enter the statement date and the ending balance. I mark t…

Let me know if you have more questions about this.

Martha

[lorrainedamico]

Hi Martha,
thank you very much for this solution. I appreciate you providing a solution! Would you happen to know if there is an Excel version?

Regards,
Lorraine

[mysterytea]

Hi Lorraine,

My solution to this problem is a simple workflow based on the Account Register community solution, along with some manual entries into the Transactions sheet.

Account Register tracks running balances for whichever accounts you configure it for, and it works into the future if you have future-dated transactions in your Transactions sheet. I enter all my upcoming bills and deposits into my Transactions sheet, then use Account Register to see the future balance in my checking accounts to ensure I have enough to pay the bills. It’s maybe not as automated as some of the other solutions for tracking bill payments and cash flow, but it’s simple and does no more and no less than I need, and has worked well for me for the past year.

Edit to add: I also use the Reconcile Transactions community solution to reconcile the future transactions I enter manually with newly downloaded transactions. Otherwise you end up with a bunch of duplicate transactions that would need to be manually deleted to keep the Account Register up to date.

[martha.rudkin]

Hi Lorraine,

I do not know if anyone has adapted this to an Excel version. I hope that maybe @mysterytea has a solution that will work for you.

Martha

[chris.lonsberry]

Hello! I just did a search on “GnuCash” and found exactly 1 result. I’m a long time GnuCash user and am finding some things painfully difficult to track in Tiller. In GnuCash I would use Accounts Receivable or Payable accounts to create a working “envelopes” solution. The stuff I’ve found in Tiller just does not seem to offer the same ease of verification. (It’s just a magic number and I can’t see how I can pull up a view of the transactions that contribute to the savings balance.)

Anyhow, I thought I would drop a message and ask what you settled on. Did you find something that behaves more like double entry?

[twalane]

Hi Chris, not sure if you’re using Google Sheets or Excel, have you come across this solution already? ( Envelope Sheet with Funding Template version 1.7 )