I have a Longer Term Care Life Time Benefit account at MetLife that is not online. I would like to create a manual account and track how this life time benfit balance draws down as in home care aides are paid. It seems I would have to create a manual account but a far a I can tell, I would not be able to have this account balance automatically draw down as the numerous weekly reimbursements come into my linked checking account in the Tiller template sheet.
Is this the case? Is there a work around? My goal is to reduce manual transaction effort. I love the Google Sheets paradigm because I thought it would afford me ultimate flexibility. I envisioned once I got the transactions automatically downloaded into a Google Sheet i could build very customized forecasting reports to help manage this draw down. I am in the evaluation phase of Tiller and this might be a show stopper for me so am hoping there is a work around.
I don’t understand why entries in the transactions sheet can’t be linked to a manual account where the only manual entry would be the initial balance and all subsequent balance adjustments would come from direct deposits transactions categorized as long term care reimbursement transfers from this account. Looking forward to hearing ideas. Thanks!