I have watched every video I can find on Tiller and your review has been the most helpful me. Thank you. I had also considered YNAB but I like spreadsheets and don't care about the phone app. I actually sent an email to Tiller asking if I could do category splitting which no one but you have covered by in the videos I have seen so far. Am also possible interested in zero sum budgeting which I read that Tiller can do but don't know. The other thing I will want to do is planning for upcoming expenses like vacations or major purchases. I am retiring and am about to move to a fixed income so understanding my cash flow is very important.
Thank you for this great review. I've been using MS Money for many years, but each year i fear it will become too obsolete to keep moving to new equipment. Looking for replacement software, and your description sounds very practical, clearly laid out, well explained in enough detail to show me what I'd be getting into. Looking forward to trying this out.
Wow. Tiller looks like exactly what I'm looking for, and it will replace some of the manual spreadsheets I've been updating every month for the past 10 years. Thanks Rob for taking the time to make this video! An excellent presentation.
I want to become addicted to Tiller too. But I've come from Money in Excel and find Tiller very frustrating! Your videos help. Right now, I am looking for help in setting up and using Tiller's Savings Budget and Saving & Debt sheets. What I am finding is two years old and not relevant. Thank you.
I'm not a fan of linking my bank to these apps. I'd like to be able to import data like with Quicken. Does Tiller allow that option? And what kind of reports can be run? I use Bank Summary for the year and Transaction summary for the year in Quicken for tax preparation.
Hi Rob. Great video. I just started the 30 Day Trial to test out Tiller. Love Excel and this tool not only auto links all my various accounts but has some slick reporting beyond my manual sheet. Question - had plans to test Quicken in parallel. How do you think about the two when compared for budgeting, expense tracking and overall net worth tracking. Any major concession between the two or comparable. Quicken unfortunately does not have the 30 day free trial. Thanks for any insight.
How'd it work out for you? I'm currently using QB for accounting and payroll and have to say im not super impressed thus far. Kind of clunky, and I always seem to have to correct "errors" QB makes with invoices, transfers, etc...when reconciling my accounts. As a bit of a self proclaimed control freak, Tiller just seems like a good fit at the moment. Would love to hear your thoughts though!
My wife and I have created a Monthly budget using a Budget template for the past 7 years, which does not change much each month. However, at the end of every month, we sit down for 30 minutes and look over the expenses. During the month I add in, manually, the Utilities and cash grocery. We put most $$'s in envelopes esp. for about 10 named Savings accounts, like Vacation, Birthday, Recreation, Medical, Vet (annual - svsaveded monthly) etc. The template we use has four columns, Two columns for Actual and Budgeted on the left for 1/2 of the Categories and actual line items, and two columns on the right for the othe half of the categories and their items. How des one enter the actuals, the cash items and where does the budgeted amount get enentered? I just saw one column for ea month for a year. And when you entered the Bufgeted amount, it ehtered it across all 12 months - which is great- but where dowes one enter the actuals, eitehr from the CC statement, checking account, or manually?
Thank you for this video, one quick question, allocating costs to the relevant months (if for example insurance, rent etc., is paid for the whole year, it should allocate that cost to the relevant months, so I can see how much cost I have per month without disturbing the transfer date for liquidity planning). Do you know if this is possible in Tiller? Thank you.
Rob, thanks for the terrific info. I'm excited to dig in as Tiller looks like the budgeting tool I would have built...if I had the skills to build such a thing.
I did see a tab in the video, in Tiller labs I think, for an estimated tax add-on. I'd be curious if anyone has tried it and how accurate is it and how difficult/easy?
Tiller is just a Google sheet add-on with some banking connectivity so I think if you can export a CSV from your financial institution you can manually paste the backdated transactions.
I looked at it today. I have alot of credit cards but most of them are business. Since it only downloads 3 months of data I am not impressed either. The average person only has a few cards personally, although I am an outlier. Its not hard to download the xls or csv files and drop them into sheets. FOr the amount of money this costs at 80 bucks a year its worth a little time setting up basically the same thing yourself. But take the one month trial and when you see what you have to do to get a year of data in there you will say Is the convenience of the updates in one click worth 80 bucks a yr? Also I am pretty sure that mint for free can download the transactions so you dont need to do it manually.
Looks primitive to me. I still use Microsoft Money and it is way more sophisticated with a much nicer UI. Since it no longer connects to banks, I do have to download CSV or OFX files and import them but that is easy to do. Best of all it is free.
I have watched every video I can find on Tiller and your review has been the most helpful me. Thank you. I had also considered YNAB but I like spreadsheets and don't care about the phone app. I actually sent an email to Tiller asking if I could do category splitting which no one but you have covered by in the videos I have seen so far. Am also possible interested in zero sum budgeting which I read that Tiller can do but don't know. The other thing I will want to do is planning for upcoming expenses like vacations or major purchases. I am retiring and am about to move to a fixed income so understanding my cash flow is very important.
Thank you for this great review. I've been using MS Money for many years, but each year i fear it will become too obsolete to keep moving to new equipment. Looking for replacement software, and your description sounds very practical, clearly laid out, well explained in enough detail to show me what I'd be getting into. Looking forward to trying this out.
Wow. Tiller looks like exactly what I'm looking for, and it will replace some of the manual spreadsheets I've been updating every month for the past 10 years. Thanks Rob for taking the time to make this video! An excellent presentation.
I want to become addicted to Tiller too. But I've come from Money in Excel and find Tiller very frustrating! Your videos help. Right now, I am looking for help in setting up and using Tiller's Savings Budget and Saving & Debt sheets. What I am finding is two years old and not relevant. Thank you.
Thank you for this thorough review and demo. Convinced me to try Tiller and now I'm hooked; it's the only budgeting app that's ever worked for me.
I'm not a fan of linking my bank to these apps. I'd like to be able to import data like with Quicken. Does Tiller allow that option? And what kind of reports can be run? I use Bank Summary for the year and Transaction summary for the year in Quicken for tax preparation.
Great video, I knew I was in the right spot when you listed those 3 problems with most personal finance softwares at the beginning of the video.
Thanks so much for this video, I feel like I have a much better understanding of how Tiller actually works now!
Great stuff, Rob. I'll have to watch this a couple more times.
Hi Rob. Great video. I just started the 30 Day Trial to test out Tiller. Love Excel and this tool not only auto links all my various accounts but has some slick reporting beyond my manual sheet.
Question - had plans to test Quicken in parallel. How do you think about the two when compared for budgeting, expense tracking and overall net worth tracking. Any major concession between the two or comparable. Quicken unfortunately does not have the 30 day free trial.
Thanks for any insight.
How'd it work out for you? I'm currently using QB for accounting and payroll and have to say im not super impressed thus far. Kind of clunky, and I always seem to have to correct "errors" QB makes with invoices, transfers, etc...when reconciling my accounts. As a bit of a self proclaimed control freak, Tiller just seems like a good fit at the moment. Would love to hear your thoughts though!
My wife and I have created a Monthly budget using a Budget template for the past 7 years, which does not change much each month. However, at the end of every month, we sit down for 30 minutes and look over the expenses. During the month I add in, manually, the Utilities and cash grocery. We put most $$'s in envelopes esp. for about 10 named Savings accounts, like Vacation, Birthday, Recreation, Medical, Vet (annual - svsaveded monthly) etc.
The template we use has four columns, Two columns for Actual and Budgeted on the left for 1/2 of the Categories and actual line items, and two columns on the right for the othe half of the categories and their items.
How des one enter the actuals, the cash items and where does the budgeted amount get enentered? I just saw one column for ea month for a year. And when you entered the Bufgeted amount, it ehtered it across all 12 months - which is great- but where dowes one enter the actuals, eitehr from the CC statement, checking account, or manually?
Thanks so much for all the details. This was an amazing review.
What is the best way to handle those expenses that are paid only once a year? Is that just handled by the yearly overview?
Rob, Thank you for this video!
Thank you for this video, one quick question, allocating costs to the relevant months (if for example insurance, rent etc., is paid for the whole year, it should allocate that cost to the relevant months, so I can see how much cost I have per month without disturbing the transfer date for liquidity planning). Do you know if this is possible in Tiller? Thank you.
Rob, thanks for the terrific info. I'm excited to dig in as Tiller looks like the budgeting tool I would have built...if I had the skills to build such a thing.
For tax deductions, you need to show an invoice or receipt. Can you attach a link to an expense that shows the expense detail? Thanks
Great video! I do have two questions:
1) Can you manually split the transactions in the 'transactions tab?
2) Can you manually add transactions?
1. Yes. You have complete control over the spreadsheet. 2. And yes for the same reason.
@@rob_berger Great, thanks!
What a great video. Outstanding
Very cool! Thanks for sharing this!!
Thanks for sharing!!
How does it look on an iPad?
One of the things I hate about Mint is the lack of support. For $80/year, does Tiller have any kind of customer support?
can you import your data from quicken into tiller?
My version of Tiller doesn't have Tiller Money Labs. My version calls it Tiller Community Solutions and it does everything you described in labs.
Excellent work here
Great review. Question? Does Tiller automaticall record income?
Super helpful video, Rob. Hope to meet you at FinCon this year!
Does Tiller estimate how much tax you may owe if you're a small business?
I did see a tab in the video, in Tiller labs I think, for an estimated tax add-on. I'd be curious if anyone has tried it and how accurate is it and how difficult/easy?
Yes
I may have missed this, but can you bring in more than 90 days of transactions? Manually maybe?
When you first connect an account, I don't think so. But going forward all of your data is saved in the spreadsheet.
Tiller is just a Google sheet add-on with some banking connectivity so I think if you can export a CSV from your financial institution you can manually paste the backdated transactions.
Great video. Thank you :)
I tried Tiller when it was first available and I was underwhelmed. Maybe I’ll give it another look.
I looked at it today. I have alot of credit cards but most of them are business. Since it only downloads 3 months of data I am not impressed either. The average person only has a few cards personally, although I am an outlier. Its not hard to download the xls or csv files and drop them into sheets. FOr the amount of money this costs at 80 bucks a year its worth a little time setting up basically the same thing yourself. But take the one month trial and when you see what you have to do to get a year of data in there you will say Is the convenience of the updates in one click worth 80 bucks a yr? Also I am pretty sure that mint for free can download the transactions so you dont need to do it manually.
Rob great sugguestions however i noticed you have a spending problem if you need financial coaching i can help you sir. lol love the content
Is this mobile as well?
Yes, and I meant to discuss that in the video! Because it uses Google Sheets, it works great on an iPad or smart phone with the Google Sheets app.
Looks primitive to me. I still use Microsoft Money and it is way more sophisticated with a much nicer UI. Since it no longer connects to banks, I do have to download CSV or OFX files and import them but that is easy to do. Best of all it is free.
This is nice, but Mint seems a bit more simpler...
Agreed. There is definitely a learning curve to Tiller.
Are you still happy with Tiller?
Do any of these work in the U.K.? Bill(88) U.K.