The Transactions sheet is the heart of Tiller. Each day the Tiller feedbot pulls in the cleared transactions from your bank, credit card and other accounts and feeds them into this sheet.
Note: Please do not rename the Transactions sheet (tab at the bottom). Doing so will prevent your data from being pulled into the sheet.
Read more about the Transactions sheet in Excel workbooks here.
Basics of editing data in the Transactions sheet
Your data is yours! Feel free to add custom columns, delete columns for data you don't want to see, and insert or delete new rows in the Transactions sheet.
You can directly edit any of transaction details below row 1 in the Transactions sheet.
Note: Do not modify the headers (contents in row 1) or Tiller will not be able to properly pull this data.
What happens to my data if I make edits?
Tiller stores the original data that was filled in a database so edit to your heart's desire. If you create a new Google Sheet from the Tiller Console the original data will populate into that sheet.
Editing Columns in the Transactions sheet
All of Tiller's Google Sheets templates have a base set of columns in the Transactions sheet. The column's data is defined in row 1 with a header. The base columns in all templates are:
Read the descriptions of the data that's automatically pulled into these columns and the other supported columns you can add to your Transactions sheet here.
Note: if you insert additional columns that Tiller can fill automatically, it will fill the data for new transactions going forward. It does not retroactively fill for transactions that already exist in your sheet.
Templates with different columns in the Transactions sheet
The Raw Data template includes ALL the columns for which Tiller can automatically pull data, including a Category Hint column.
Some other templates and tools depend on other columns in the Transactions sheet.
For example, when you install the Simple Business features via the Tiller add-on for Google Sheets into an existing Google Sheet it will add additional columns (Type, Statement, Source) to your Transactions sheet. When you install AutoCat it will add a "Categorized Date" column to your Transactions sheet.