Your morning coffee, your daily walk, your first glance at your financial picture. A solid routine helps you start the day with clarity and confidence. The Hello, Money daily email is a key part of that routine for many Tiller customers, offering a quick snapshot of their latest transactions and account balances right in their inbox.
Hello, Money Daily Financial Snapshot
By default, when signing up for Tiller and connecting your financial institutions you will receive a daily email with the subject line “Hello, Money.” This provides you a daily reminder to take a minute to review your recent transactions and where you’re at on your budget.
Account Refresh Details
When you make decisions about your money, you need to trust that you’re looking at the latest information. The Hello, Money email builds that confidence directly into your daily update.
You’ll now see when your accounts were last refreshed next to each institution in the email. This confirms your data is current, and shows you if accounts need to be refreshed on the Tiller Console. Note that this is only for automatically connected accounts and not manual accounts.
Customize Hello, Money
Your privacy comes first. By default, the Hello, Money email only confirms the refresh status of your accounts. You can easily customize your view to also include your latest transactions and balances for a more complete daily update.
Create a Focused View of Your Money, Your Way
Your financial life is unique, and the information you need to see daily changes with your goals. Hello, Money is flexible, allowing you to cut through the noise and focus on what matters most to you right now.
Tiller Console Settings
The Tiller Console, my.tiller.com, contains your Tiller settings and connections. The setting section “Hello, Money” can be expanded to reveal the customization options.
You can customize your Hello, Money email to create a view that is truly your own
See Only What You Need: You have complete freedom to mix and match what you see. You might choose to see refresh information only, just transactions and no balances, or no data at all for certain accounts.
Use Your Own Nicknames: The email uses your custom account nicknames, not confusing default names. This means you can easily distinguish between “Family Chase Checking” and “Personal Chase Debit” at a glance.
Organize for Clarity: Your latest transactions are neatly organized by institution and then by account, making it easy to scan and understand where your money went.
First, receiving the Hello, Money daily email is optional. Toggle off “Receive Hello, Money” to discontinue the updates. If you share accounts with someone, or just keep someone in the loop on your finances, you can add up to 3 additional recipients of your Hello, Money daily snapshot.
Transactions and Balances
You have detailed control over what information you see in Hello, Money:
All Accounts: For a faster setup, you can use the master buttons to include or exclude all transactions or all balances at once.
Individual Accounts: In the settings, you can show or hide transactions and balances for each specific account using its own toggle.
Your Daily Email is Just the Beginning
Your Hello, Money email is the perfect daily cue to engage with your money. It gives you a quick, clear summary to start your day. The real power of Tiller comes alive when you take the next step and dive into your Tiller connected spreadsheet to see your full history of transactions. Get started with Tiller and say “Hello, Money.”
