Help with Tiller Money

Are you spinning your wheels trying to figure out what categories to use? Are you struggling to figure out how to use AutoCat to save you time and effort? Do you want to bring years of data over from another tool and feel overwhelmed? I can help!

The Tiller Money Help set up package is for those clients who would like expert support in setting up their personal Tiller Money account. I can get you up and running sooner to save you valuable time and allow Tiller to start generating insights into your spending habits.

The Tiller Money set up package includes four months of support:

• Four 90-minute work sessions tailored to your exact needs to get your Tiller Money account up and running smoothly in 2-4 weeks
• Three 60-minute monthly maintenance and accountability sessions to keep your new system on track and build your new money habits
• My curated framework of Tiller categories and groups so you don’t have to start from scratch
• My tried and true configuration to best track your income & expenses and your assets & debts
• My effective set up to view your spending on a monthly, annual, and multi-year basis
• My Tiller data secrets to get full insight into your Amazon and Venmo transactions
• My best practices for effective upkeep and maintenance
• Customized homework, if you want homework – some people do, and some people don’t – either is OK!
• Four months of email support to ask me questions as you run into roadblocks

In my experience, this is the right amount of time for most people to get a Tiller set up working well with a year’s worth of past data if they have a simple financial situation. For clients with a more complex situation (often: business owners, rental property owners, and those who otherwise have a large volume of transactions or complexity in their accounts), the exact amount of time needed for the set up phase will depend on the complexity of your personal situation, the degree of customization you desire, and the amount of time you want to put in on your own between sessions. 

The price of the base package is $2,400. Additional set-up sessions will be billed on an as-needed basis at a rate of $250 for a 60-minute session, $350 for a 90-minute session, and $450 for a 120-minute session. By default clients graduate into the monthly maintenance service package, but clients may switch to quarterly service or discontinue service at any time.

Additional Services:

• After we have finished your set up, I can help you with maintenance, troubleshooting, and accountability to keep you on track over the longer term with ongoing monthly coaching services.
• If you’d like to outsource some of the heavy lifting of data categorization, I can take some of the work off your plate to save you valuable time.
• I can build custom reporting and analytics to help you better understand your data and keep track of exactly the metrics that are important to you to reach your most important goals.
• I can help you migrate large amounts of data from previous platforms you may have been using, such as from Mint.com or other budgeting tools.
• I offer weekly Tiller office hours where I can answer quick questions. Please make a donation to your local food bank and forward me your receipt as your ticket for admission in lieu of payment to me for this service. This is appropriate for targeted troubleshooting only and not a full set up support. Please sign up here.