You can create up to five Tiller spreadsheets from the Tiller Console. Create a sheet for your various financial situations like an investment tracker, a budget spreadsheet or a separate profit and loss worksheet for your small business. The five sheet limit includes both Google Sheets and Excel Workbooks. You can unlink a sheet you're not using if you want to free up a space.
To create a Tiller-powered Google Sheet
- Log in to the Tiller Console
- Click "New Google Sheet"
- Give your new Tiller Sheet a name. It should reflect what you’d like to do with this particular sheet such as “Personal Finances,” “Family Budget Worksheet,” or “Shared with Accountant.” You can change the name of the sheet at any point when it’s open in Google Sheets.
- Choose a template for your new Tiller Sheet. Select a template that reflects what you’d like to do with the sheet and how many “built-in” features you’d like. Review our How to Choose a Google Sheets template guide to learn more about each template.
- Next, you’ll link your financial accounts to the sheet. You must select at least one account before you can create the sheet. The account you select should also reflect your goals for this financial worksheet. If you only want to track your business expenses, then only select business related accounts. If your relevant accounts are not listed, you can connect new bank accounts to Tiller by clicking "Add Accounts" under the “Account Summary” area on the Tiller Console
- Once you’ve given the sheet a title, chosen a template, and linked an account, click "Create sheet."
The Tiller Feedbot will create the sheet and share it with your Google account. Typically it takes a minute or less to populate your new Tiller Sheet with data, however if you’ve just linked a new bank to Tiller, it may be 5 or 10 minutes before that data appears in your sheet.