Hi everyone - We’re trying to decide if Tiller is right for us. I know a lot of banks have what seem to be decent tools on their site for account holders. For those of you with similar types of setups (like PNC), I was wondering if anyone would share their opinion of what made you decide to go with Tiller vs. your bank’s website tools.
In advance, thank you!
For me, the main reason was having everything in one place, instead of checking stuff in one website, and credit card stuff in multiple websites. Beyond that, I like being able to customize my setup to show/reveal what’s important to me. Most of the bank websites are pretty basic and not at all customizable.
In addition to what was said, I like that I have one sheet with a year or so of history. With a bank, it’s really difficult to deal with that large of a dataset, and be able to slice and dice.
Honestly, it was worth it for me to try the trial and see if I like Tiller, no harm in that. Then, as I got more comfortable, I was able to use the raw data in more ways than the bank and other programs allow.
Welcome @jesse.reisman ! 
I’ll let the community chime in with their own feedback, but for me personally it’s been the ability to touch each transaction and categorize it and interact with my money in a way that isn’t possible with a bank website. I don’t use AutoCat because I want to touch each transaction. This helped me make some big changes in my life around where my money was going that didn’t align with my values a few years ago.
Cheers!
Hi @heather: Thanks for connecting the all-important driver of financial planning, values, to Tiller. Values drive everything, as you know, and, like you, my wife and I use the tool first to express our values and then to see if we are living out what matters according to them.
Life: its too short to live it in a fog.
So cool. Thanks again.
Welcome, @jesse.reisman
I am a tinkerer, @jesse.reisman. I usually have some vision for what I want and before long I usually start bumping up against the reality of the tools I’m using. This was true for me with online banking tools— as @jpfieber notes: “most of the bank websites are pretty basic and not at all customizable.”
What I love about Tiller is that I can make the data my own. This includes both consolidating and organizing it in custom ways that are intuitive to me and also knowing that everything I put into the data set is easily exportable in a non-proprietary format whenever I want— should I change banks or move on to different tools and workflows.
Thank you everyone for the thoughtful responses. Very, very much appreciated.
(While it probably won’t be Friday when other people read this, for those reading it today, have a fantastic weekend :))