Hello, let me first start by saying I absolutely love using Tiller. The fact it can automatically pull in transactions from beyond a wide range of financial institutions brings me an exponential amount of joy. The automation of autocat and other amazing features also blows me away.
However, I am at a crossroad and am hoping to get some advice, tips, and or suggestions on managing both personal & business-related transactions.
I do love the functionality of Tiller and how impressive the pre-configured templates are, but my issue lately is deciding upon whether or not I can create the systematic approach to both my personal & business finances that I desire.
I currently have one spreadsheet that has all of my financial institutions, both personal & business, synced and automated together with the Tiller Money Feed.
Where I am looking for advice, tips, suggestions or thoughts is in two different areas.
The first is related to those who are self-employed or run their own business and my question is; how do you track your personal and business finances?
- Do you use the same sheet?
- Do you have a spreadsheet dedicated to personal finances and a separate one dedicated to business?
- Or do you track your business transactions on an entirely different software in general?
The second area of topic may be a long shot, but I am curious whether or not anyone else has gone through extensive lengths to “tweak” your Tiller Spreadsheet for lack of better words.
- What issues or things did you want to, still want too or end up changing to tweak your spreadsheet to fit your needs?