Brand New to Tiller! What’s the best way to start with the Statements Tab? I have all transactions for 2020. Do I start with the Jan statement of 2020? or do I start with my most current statement, Aug?
Welcome aboard!
Here’s my best advice for that, and it highlights one of the best things about using Tiller: Do what you want.
If it were me starting fresh, I would start with my most recent statements and work my way backwards until I got bored. There’s not really much benefit from going any further back than whatever your first budget period in Tiller is, even if you have older transactions loaded.
Cool…thank you very much. I loaded and reconciled all 2020 data for 14 accounts in about an hour. Would have taken forever in Quicken and wouldn’t have worked properly anyway!