The Tiller Money Feeds add-in for Microsoft Excel allows you to automate your bank transactions and balances to an Excel workbook.
How to Install the Tiller Money Feeds add-in
The Tiller Money Feeds add-in is only compatible with Excel for Desktop when installed from a Microsoft 365 subscription or Excel Online.
Open Add-ins from the Home ribbon in an Excel workbook
Search for "Tiller" in the Store
Click "Add" and the add-in will appear in your Data ribbon.
Signing in to the Tiller Money Feeds add-in
When getting started with Tiller for Excel, after you've installed the add-in, you'll need to sign in to the Tiller service via the add-in using the account that's associated with your Tiller subscription. This might not be the account you use for Microsoft 365 and that’s okay.
You may also need to sign in again if your already linked workbook has been closed for a while.
How to sign in to the Excel add-in
Open the Data ribbon in Excel
Click the blue "Open Tiller" button
Click "Sign in to Tiller"
Authenticate with the account you use for Tiller.
Setting up the data feed connection
In order to establish a data feed to an Excel workbook you must first link it to the Tiller Console via the Tiller add-in for Excel. This link establishes a connection between the Excel workbook and Tiller’s databases.
You should save the Excel workbook before you can link it to the Tiller Console.
The workbook will appear on your Tiller Console, denoted with an “Excel” flag. It also counts toward your five sheet limit.
How to link an Excel workbook to Tiller:
Make sure the workbook has been saved with a unique name. Choose a storage location you’ll remember. If you’re storing your Excel workbook on OneDrive, be sure to pay attention to the account associated with the OneDrive as this could be different than the account used for Tiller.
Open and sign in to the Tiller add-in in Excel.
Click the “Link workbook” button.
Confirm that you would like to link the workbook.
Linking accounts to your Excel workbook
You can link accounts to your Excel workbooks directly in the workbook via the Tiller add-in or via the Tiller Console so that Tiller will pull the data into the Excel workbook when you click “Update” in the add-in.
Open and sign in to the Tiller add-in in Excel.
Click the “(n) Linked accounts” button in the add-in task pane.
Toggle on any account you want linked to this workbook for automated data feeds. If you don’t see all your accounts listed, try scrolling down in the task pane.
Click “Confirm” to link the accounts.
Click the “Fill” button to pull in data from the newly linked account.
To add more accounts for linking visit the Tiller Console and click “Add accounts” under the Account Summary to connect more institutions to Tiller.
Keeping your bank data fresh
Click the “Fill” button in the Tiller Money Feeds add-in for Excel to pull in the latest bank transactions and balances into your workbook. When new data is available to add to your sheet the Fill button will be blue.
Open the Excel add-in from the Data ribbon at the top of your workbook.
Click the “Fill Available Updates” button at the top. A blue "Fill" button indicates that new bank data is available to add to your workbook.
Save your workbook. Filled transactions and balances may not be re-filled if you forget to save.
For accounts that can automatically refresh, Tiller pulls data from your bank about once a day, which makes it available in our databases. Once it’s available, clicking the "Fill" button will pull it into your Excel workbook.
If the Fill button is not blue indicating new data is available from your banks try visiting the Tiller Console at https://my.tillerhq.com/ to refresh accounts under the Account Summary.
Some accounts cannot automatically refresh and will require you to visit the Console at https://my.tillerhq.com/ to refresh them.
Using AutoCat to categorize transactions
AutoCat allows you to build a custom rule set to help you automatically categorize transactions.
Install the AutoCat rule sheet by clicking the "Install AutoCat" button in the add-in
Build rules on the AutoCat sheet (tab along the bottom)
Click "Run AutoCat" in the add-in to have it categorize transactions based on your rules.
Tools
You can manually track balances for accounts that Tiller can't automate and add manual transactions using the Tiller Money Feeds add-in for Excel.
The Tiller Money Feeds add-in for Excel only doesn't have a way to automatically match and merge manual (reconcile) transactions that you've added when Tiller brings them in so you would end up with duplicates in that situation. You'd need to manually delete one of the instances if you're using Excel.
Templates
The Templates feature Tiller Money Feeds allows you to install, restore, or update Foundation Template dashboards and sheets as well as some community solution templates. Please note that some community templates are still only available through the Microsoft Excel Show & Tell category.
The following Tiller-supported templates are available to insert, update, or restore:
Spending Trends
Monthly Budget
Yearly Budget
Debt Payoff Planner
Savings Goals
Balances
Accounts
Some community templates available in Tiller Money Feeds include:
Budget Plan
Cash Flow Forecast
Category Tracker
Monthly Analysis
Monthly Budget Calendar
Net Worth
Retirement Planner
Transaction Tracker
Year-to-date Comparison
How to install a template
Launch the Tiller Money Feeds add-in
Under Templates, click Browse.
Click Expand All and scroll to browse, search for templates by keyword, or filter by the following:
By Tiller: templates built and supported by the Tiller Team
Featured: templates recommended by the Tiller team
Installed: templates you’ve already installed
Updates: templates that need updates - disabled if no templates need updates
Collapse or expand the card by clicking on the template title to see more details about the template.
Click Install to add the template to your spreadsheet.
Dependent sheets that are missing will also be installed. For example, if you install the Balances sheet and the Accounts sheet is missing the add-on will also install the Accounts sheet because the Balances sheet is dependent on it.
About the Templates Feature
Clicking "Browse" from the main Tiller Money Feeds sidebar will show you all templates available whether installed or not. Clicking "Manage" from the main Tiller Money Feeds sidebar will pre-select the "Installed" filter to show you only templates you've already installed.
If you already have the template installed you'll see a green check mark beside the name. Templates needing an update will show an orange update icon instead of a green checkmark.
When you click on the template name to expand it's card you will see an "Update" button if a newer version is available or a "Restore" button if you have the current version already installed.
Search bar - This allows you to search for templates by keyword or name for easy navigation
Filters
By Tiller - templates built and supported by the Tiller Team
Featured - templates recommended by the Tiller team
Installed - templates you’ve already installed
Updates - templates that need updates
Community / Tiller badge - this allows you to quickly visually determine if a Template is Tiller or Community built. These are supported differently as explained below.
Supported by Tiller vs Community/builder
Support will differ depending on who built the template. You can easily determine this by the badge which appears next to the template name.
Templates noted as supported by Tiller that have the Tiller badge are part of the Tiller core product and these are supported by the Tiller support team via email/chat.
Community-built solutions that indicate they're supported by someone other than Tiller and have the Community badge are supported in the community. You can contact the builder directly in the Tiller Community or use the Ask Anything category to post your question AFTER searching to ensure your question isn't already answered.
Click a template name to expand it's card and then choose the Get Help or Learn More button to access content or help for that template.
If you're having trouble installing a template using the Tiller Money Feeds add-on you can write to our support team using the chat window in the lower right corner of this page (fastest response) or via support@tillerhq.com.
Updating templates
You'll see an orange update icon and an "Update" button if a newer version of the template is available.
Launch the Tiller Money Feeds
Choose Manage under Templates
Click on the respective template option and its “Update” button where applicable
Choose whether you want to Archive or Overwrite
Archiving is recommended for upgrading the Accounts sheet if you’ve applied class overrides or Groups and any other sheet where you've entered customized data (e.g. Debt Payoff, Cashflow Forecast, etc)
Overwrite existing is fine for all other sheets if you have not made customizations or entered data. ⚠️ Overwriting replaces the sheet, archiving creates a backup before replacing. ⚠️
When the process is finished a success message will appear. Do not make edits to your sheet while the update process is running.
Restoring sheets
You can restore a broken Foundation Template dashboard or visualization or a community solution that's available in the Tiller Money Feeds add-on using the Templates feature.
Launch the Tiller Money Feeds add-on from the Extensions menu
Choose Manage under Templates
Click on the respective template option and the “Restore” button for the sheet that needs to be fixed
Choose whether you want to Archive or Overwrite
Archiving is recommended for upgrading the Accounts sheet if you’ve applied class overrides or Groups and any other sheet where you've entered customized data (e.g. Debt Payoff, Cashflow Forecast, etc)
Overwrite existing is fine for all other sheets if you have not made customizations or entered data. ⚠️ Overwriting replaces the sheet, archiving creates a backup before replacing. ⚠️
When the process is finished a success message will appear. Do not make edits to your sheet while the restore process is running.
Disconnecting a Workbook
If you would like to disconnect the data feed for an Excel workbook you can unlink it. You can unlink it from directly within the Excel workbook via the Tiller Money Feeds add-in.
Unlinking a workbook will remove it from your Tiller Console, free up one of your five sheet slots, and you will no longer be able to fill it with data from Tiller.
How to unlink a workbook
Open and sign in to the Tiller add-in in Excel.
Open your Settings from the bottom of the add-in using the hamburger icon > Settings
Click the “Unlink workbook” button.
Confirm that you want to unlink the workbook.
Note: If you relink a workbook that has previously been linked to your Tiller Console you will likely end up with duplicate transactions in the workbook.
Stopping the data feed for an account
If you no longer wish to pull data from an account into your Excel workbook you can unlink it from the Tiller Console or directly from the add-in.
ℹ️ Unlinking a workbook does not remove the data Tiller has already pulled into the workbook.
If you no longer wish to see data for an unlinked account in your workbook you will need to manually remove it from the Transactions sheet and the Balance History sheet.
Open and sign in to the Tiller add-in in Excel.
Click the Linked Accounts button at the top of the add-in.
Toggle off any account you no longer want linked to this workbook for automated data feeds.
Click “Confirm” to unlink the accounts.
(Optional) manually remove data for the account from the Transactions and Balance History sheets. Review the guide here.
How to Uninstall the Excel Add-In
If you need to uninstall the Excel add-in you can use the following steps.
Open Microsoft Excel.
Click the Insert tab.
Click the "My add-ins" button.
Click the ... next to the Tiller add-in
Choose Remove.
Read the notice that appears regarding other devices and click Remove.