Just throwing this out there for anyone who uses SoFi and their savings “vaults”. I have different savings goals (non-monthly bills like auto insurance, emergency funds, future car purchase) that I use the vaults feature for and find it really helpful. But SoFi doesn’t include these in the download of transactions. They aren’t considered separate accounts so I can understand why. Does anyone have a workflow for using vaults with Tiller and their savings goals?
@got2liv4him! Sorry for the delay here. Have you checked out the Savings Budget & the Savings and Debt sheets from the Tiller Community Solutions add-on?
No problem, it’s kind of a niche thing for sofi bank. I use the Savings & Debt sheet and it would make sense. The issue is not a Tiller issue, but that SoFi doesn’t send the balances or transactions on the “Vaults” along with the main account balance and transactions. Ideally, they would and they would come up as individual accounts. As it stands now I have them set up as manual accounts and I have to update them manually. Not a huge deal, just trying to see if anyone else out there used SoFi and their Vaults.
Thanks for reaching out!