Get Started With Tiller

Having a system to track your spending can be a fantastic tool. But for it to work well for you, it has to be a system that you understand and reflects how you manage your money. 

Investing a little time upfront to get the system customized to match your life drastically increases the likelihood that this system will work well for you long into the future.

Tiller Basics

This 2-session package is good for people just starting to use Tiller. Maybe you are just now setting up your account. Or maybe you’ve been using it for a few months, but it still feels a little clunky, and want some help making it work more effectively for you.

What’s covered:

• Set up your account & link your banks with Tiller

  If you haven’t created your Tiller account, or if you haven’t linked your bank accounts to Tiller yet, we can do that together in this session.

• Customize your categories

  This is the most critical step. Tiller is a fantastic tool, but for it to work well for you, you need to make sure it’s providing the data that matters most to you. Refining the categories (what categories to include, how to group them, etc) will ensure that Tiller gives you that important information. 

• Utilize AutoCat

  AutoCat is a feature that makes Tiller exponentially easier to use and maintain. Manually categorizing all of your transactions can be quite tedious. AutoCat allows you to give Tiller instructions on how to automatically categorize your frequent transactions. 

• Implement best practices

  How often should you log into Tiller? What information are you looking at when you log in? When does it make sense to create new categories? How often should you re-evaluate your budget? 

What it includes:

1-hour Zoom call - during this call, we will get your Tiller sheet set up and customized to best fit you and your typical transactions

30-minute follow-up Zoom call - this call gives us a chance to troubleshoot any questions that come up after the first call, refine any aspects that need to be adjusted, and discuss best practices to utilize going forward

Cost: $295

Next Steps

1. Book your first Zoom call (1 hour) via Calendly. 

1. After you’ve booked the call, you will receive an immediate confirmation email from Calendly. Within approximately 1 business day you will receive an email from AdvicePay with a Client Agreement for you to sign. 

2. After the Agreement is signed, you will receive another email from AdvicePay with your invoice. Payment needs to be made before our call.

3. After our 1-hour session, you will get an email with a link to schedule our follow-up 30-minute session.

I am not an employee of Tiller, and all non-Tiller-related opinions and recommendations are my own. My views do not reflect the view of Tiller and it’s employees or affiliates. See below for more About Me.

Tiller is a great tool that allows you to see where your money is going, and make more informed decisions. However, if you’d like to gain control of your finances and reach your goals faster, you may benefit from a longer-term 1:1 coaching program.