Tracking Longer Term Care Life Time Benefit Balance

[heather]

@mike.m.bridges, I’d recommend checking out the Tiller Community Solutions manual transaction workflow as you can have it update the balance of a manual account when you add a manual transaction.

Docs: Adding & Reconciling Manual Transactions

Why Use Manual Transactions? Tiller feeds will keep your financial data current for linked accounts by pulling in transactions and balances into your Google Sheet. Sometimes, however, you may need to manually add a transaction before it has posted at your bank. For example, you might want to capture a check paid to a vendor, an invoice submitted to a client, or a bill that you paid electronically. Logging a transaction when you make it (rather than waiting for it to post at the bank), record…