Old Mint/FinanceWorks user since 2011 joining up with Tiller. I just started yesterday, got all my Mint transactions “imported”, categories cleaned up and everything is going fantastic. Actually, better than I thought it was going to be, even with a fair amount of manual cleanup.
But I’m looking for some suggestions here - I did a bit of ‘category’ cleanup since I’m ‘starting fresh’ with Tiller (like combining some categories, renaming others) and have categories going back 12 years that just aren’t applicable today anymore. I would like to continue to use the more ‘simplified’ view I have now with the monthly budget sheet and not have all those old categories for TODAY to be there, so I’d prefer not to just add all those old categories I don’t use anymore. I’m going to try to keep 2023 together as my ‘fresh start’, but I would still like to report on the old categories going back from 2011 to 2022 so I can still have a full picture of my old spending habits from my previous life change. Anyone else run into this dilemma, and how did you solve/approach it? Thank you!