Hello Everyone! First time poster, long time lurker … I’ve been using Tiller for a few years, but have only scratched the surface of the product and mostly use it to track and categorize transactions for tax purposes.
I know many people in the community have differing opinions about how many years of transactions to keep in the same spreadsheet, but I’m curious how to do accomplish this reduction regardless of whether I do it in practice or not. Sort of curious what kind of insights can be gleaned having all of that data in the sheet? What kinds of reports are you running?
Is filtering the most common way to keep the Transaction tab to a manageable amount?
If I did want to remove transactions from a certain year, do I do that manually in the transactions tab? Will that data just get re-populated the next time I sync my accounts?
Lastly, I have a ton of transfers between accounts filling my Transaction tab. I have the withdrawal from one account, then the corresponding deposit into the target account. Dividend re-investments, credit card payments, etc. They’re all considered transfers in my spreadsheet. I’m curious what strategies people have found to best deal with these types of transactions?
I have seen a few people said they just keep the deposit side of the transfer to make things more legible for themselves, I’m curious how to do that as well. How do I set a category to not be listed in the transactions tab? I see the “Hide from reports” column in in the Categories tab, but the Transactions tab is not a report, correct?
Sorry for all the questions. Personal finance has always been fairly opaque to me, but I’ve woken up to the powerful tools Tiller has made available and I’m starting to really dig in.
Thanks in advance for any information (or links to topics) you can provide!