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Started By
Message
I've switched from YNAB to Tiller. Maybe you should too
Posted on 1/2/20 at 11:16 am
Posted on 1/2/20 at 11:16 am
I love YNAB. Ive been one of their biggest fans. It is quite frankly the best budgeting software available. However, I learned about Tiller a few weeks ago and took the month of December and used them side by side. On 1/1, I dumped YNAB and will be using Tiller exclusively not only for budgeting, but as a complete personal finance solution.
I am a very analytical person. I like data, I like to spot trends and capitalize on them. YNAB simply tracks. Tiller allows you to customize your data and how it flows.
I keep up with my net worth with a Google Sheet that I created years ago. I showed this to my CPA and he was amazed (although it is pretty simple). He texted me a link to Tiller and said that another one of his clients was using this and he thought I'd like it. I looked at it and the net worth tracker was set up 100% how I set up my custom tracker. So I started looking into it more.
Tiller works off of Google Sheets or Excel. It has great reporting, it has automated account linking (it pulls your accounts into Excel) and the Foundation Template with a couple of modifications was perfect for me - a power user.
For those trying to get rid of debt, there are great tools for debt snowballing. Anyway, some of you will find this very interesting and I wanted to get it out here early in the new year.
https://www.tillerhq.com
I am a very analytical person. I like data, I like to spot trends and capitalize on them. YNAB simply tracks. Tiller allows you to customize your data and how it flows.
I keep up with my net worth with a Google Sheet that I created years ago. I showed this to my CPA and he was amazed (although it is pretty simple). He texted me a link to Tiller and said that another one of his clients was using this and he thought I'd like it. I looked at it and the net worth tracker was set up 100% how I set up my custom tracker. So I started looking into it more.
Tiller works off of Google Sheets or Excel. It has great reporting, it has automated account linking (it pulls your accounts into Excel) and the Foundation Template with a couple of modifications was perfect for me - a power user.
For those trying to get rid of debt, there are great tools for debt snowballing. Anyway, some of you will find this very interesting and I wanted to get it out here early in the new year.
https://www.tillerhq.com
This post was edited on 1/2/20 at 11:19 am
2
Posted on 1/2/20 at 11:43 am to anc
Interesting. I wish I could do everything I want in a single location. How does this track market performance? Does it have Personal Capital -esque functions/templates?
Posted on 1/2/20 at 11:54 am to lynxcat
quote:
Interesting. I wish I could do everything I want in a single location. How does this track market performance? Does it have Personal Capital -esque functions/templates?
Yes. This is where I had to do a little custom work, but it had to do with one of my brokerage accounts would not automatically populate.
Posted on 1/2/20 at 12:11 pm to anc
I meant to post about Tiller last week when I found it as I was looking for something to replace Mint [I don't think that platform has been significantly been updated 5+ years]. I tried YNAB briefly but wasn’t a big fan of it. Quicken also seemed a bit too rigid. I am also very analytical and know more Excel that most humans should, and have thought about building my own platform but could never figure out a good way to import my data from the various financial institutions.
I just signed-up for Tiller but haven’t had the time to build out my dashboards yet. The number of dashboards already created makes me want to lean towards the Google Sheets version for easy integration, but had a few questions:
1. It seems to only download 90 days of data initially. Do you know if it only keeps the most recent 90 days of transaction data or if it will continually append transactions as I use the tool?
2. Any idea how to add in miscellaneous accounts that are off-book? We have some deposits and debts to various entities that aren’t in an online account and would like to track those through time.
I just signed-up for Tiller but haven’t had the time to build out my dashboards yet. The number of dashboards already created makes me want to lean towards the Google Sheets version for easy integration, but had a few questions:
1. It seems to only download 90 days of data initially. Do you know if it only keeps the most recent 90 days of transaction data or if it will continually append transactions as I use the tool?
2. Any idea how to add in miscellaneous accounts that are off-book? We have some deposits and debts to various entities that aren’t in an online account and would like to track those through time.
Posted on 1/2/20 at 12:13 pm to blackoutdore
1. It will continually append transactions. The initial download is only for 90 days.
2. I had to manually add a couple of accounts myself. See Helpdesk ticket:
LINK
2. I had to manually add a couple of accounts myself. See Helpdesk ticket:
LINK
Posted on 1/2/20 at 1:24 pm to anc
Does Tiller function like YNAB as a cash allocation system, or is it more like EveryDollar and mint, as a forecasting system?
Posted on 1/2/20 at 1:41 pm to LSURep864
quote:
Does Tiller function like YNAB as a cash allocation system, or is it more like EveryDollar and mint, as a forecasting system?
Cash allocation to start, but its fully customizable.
I was able to add sub categories that I can see useful. For example:
Dining Out
> My lunches
> Wifes lunches
> Family Meals
I can report by the main category, or dig deeper and tell my wife to stop going out so much (with data).
Posted on 1/2/20 at 1:41 pm to LSURep864
As a non accounting type, just tinkering around on Tiller my head is spinning. I think YNAB is best for a simpleton like me.
Someone from TD, on telegram turned me onto YNAB about 2 years ago during the Crypto rush. I lost him some money telling him to buy BTC, but whoever you are out there.
Thank you for recommending YNAB, it's made huge impact in my life.
Someone from TD, on telegram turned me onto YNAB about 2 years ago during the Crypto rush. I lost him some money telling him to buy BTC, but whoever you are out there.
Thank you for recommending YNAB, it's made huge impact in my life.
Posted on 1/2/20 at 1:43 pm to anc
quote:
Cash allocation to start, but its fully customizable. I was able to add sub categories that I can see useful. For example: Dining Out > My lunches > Wifes lunches > Family Meals I can report by the main category, or dig deeper and tell my wife to stop going out so much (with data).
How does it handle CCs?
For instance, I love YNAB because I spend based on category funding, but I run EVERYTHING through a CC. YNAB just tracks the CC spending based on category.
From a completely surface level look, it seems like Tiller is just looking at CC payments as it's own category. Is there a way to allocate CC spending to categories like YNAB?
Posted on 1/2/20 at 1:45 pm to LSURep864
quote:
From a completely surface level look, it seems like Tiller is just looking at CC payments as it's own category. Is there a way to allocate CC spending to categories like YNAB?
Yes. Its how I work as well.
Posted on 1/2/20 at 1:46 pm to anc
I'll just need to screw around with it, I do see the power of all the raw data. It just seems to have a huge learning curve.
Which is fine, YNAB broke how my brain worked initially as well.
Which is fine, YNAB broke how my brain worked initially as well.
Posted on 1/2/20 at 2:16 pm to anc
quote:
Yes. Its how I work as well.
Do you just set the CC Payment category up as a "transfer" and hide it from the report?
Posted on 1/2/20 at 6:14 pm to anc
I'm stumped when it comes to setting up "envelopes" to fund like YNAB.
Everything I see, treats the categories like Every Dollar or mint, where you fund your month categories based on projected income.
I've plunged into the support articles, checked youtube, reddit, tinkered with Tiller Labs.
I can't seem to find a template that treats income and funding categories the YNAB does. It just seems want me to fund categories based on theoretical income.
Like I want to allocate categories based on cash on hand currently.
Can you just tip toward the right direction or article to look at?
Everything I see, treats the categories like Every Dollar or mint, where you fund your month categories based on projected income.
I've plunged into the support articles, checked youtube, reddit, tinkered with Tiller Labs.
I can't seem to find a template that treats income and funding categories the YNAB does. It just seems want me to fund categories based on theoretical income.
Like I want to allocate categories based on cash on hand currently.
Can you just tip toward the right direction or article to look at?
Posted on 1/2/20 at 7:23 pm to LSURep864
I think I found a break through. They pigeon hole you into using the foundations template which is limited as heck.
Posted on 1/3/20 at 10:39 am to LSURep864
After really taking some major time to tinker around with Tiller, it's really freaking powerful
I'm still going to use YNAB to track cash on hand, as I don't have enough liquidity to spend based on forecasting.
However I'm going to 1000% use Tiller to monitor trends, forecast debt payoffs, see what adding a monthly expense does my annual cashflow. WOW.
Great recommendation.
I'm still going to use YNAB to track cash on hand, as I don't have enough liquidity to spend based on forecasting.
However I'm going to 1000% use Tiller to monitor trends, forecast debt payoffs, see what adding a monthly expense does my annual cashflow. WOW.
Great recommendation.
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