Columns you’ll see on the Transactions sheet will vary based on the template you’re using, but any of our supported columns can be added to any Tiller spreadsheet. You can also add your own columns for including data based on the way you want to track your money.
Below is a list of supported Tiller columns. To add any of the columns simply insert a new column by right clicking an existing column and choosing to “insert 1 left” or “insert 1 right.” Then title the column with one of the following names.
This includes of the description or merchant details we collect from your bank, however messy it may be. For example, a recent gas purchase might look like this: “UNION xx xxxx3152 ORONDO xxxxxx8620 UNION 76”
This is available only for some transactions, and it’s a clean, concise merchant name. The same transaction above would simply be “UNION 76”. For other transactions where a cleaned up merchant name isn’t available, this column will be blank.
Make sure to include the * in the column header.
This column gives you the best of the prior two columns described above. When the clean merchant name is available, Tiller will display this data in the short description column. When it’s not available, Tiller will display the full description in this column. In this example, it would read “UNION 76” because the merchant name is available. If it hadn’t been available, it would have defaulted back to “UNION xx xxxx3152 ORONDO xxxxxx8620 UNION 76”.
This is the standard Tiller description that we use in our templates. It’s slightly cleaned up from the full description we receive from your bank, but still has plenty of detail. This gas purchase will read as follows: “Union xx x3152, Orondo x8620, Union 76”
The Tiller Feedbot doesn’t fill in this column because we think there’s value in have you assign each transaction to a category that makes sense to you and the way you think about money. It’s quick, easy and it helps you build awareness around your spending. Also, there’s no way Tiller can understand that a trip to Starbucks today should be categorized as a work expense, and a trip to the same Starbucks tomorrow may be categorized as a discretionary leisure expense.
Tiller will make a guess at the category for a transaction based on what we know about the merchant. This isn’t always accurate, and it doesn’t reflect the way you might think about categories, so we don’t include it in our standard template.
The date that the transaction was cleared by your institution, if it's available from our aggregator. If the post date is not present, the date will be ‘now,’ or the time at which we pull the transaction from our aggregator.
It’s sometimes helpful to have a month rather than a specific date when creating pivot tables and other reports as you manage your money. Every transaction is assigned a date for the first day of that month. For example, for a transaction on February 17, 2016, Tiller will simply fill in February 1, 2016 in the month column. For more ideas on using the month column with pivot tables, see our recent blog post, Monthly Spending Pivot Tables in Your Financial Spreadsheet.
Similar to month, sometimes it’s helpful to break out transaction details by week. Tiller will enter the date for the Monday of the week of the transaction. As an example, for that same transaction on Wednesday, February 17, Tiller will fill in the date for Monday, February 15 in the week column.
If you need to know the date Tiller added a transaction to your sheet rather than the date the transaction took place, use the Date Added. For example, the coffee I purchased on 2/17 has a date added value of 2/19 because two days passed before the transaction settled at the bank and was added to this sheet.
Tiller sometimes is able to discern the check number for checks you write. When this is possible, Tiller will fill in the check number details into your column titled Check.
This is the name of the account at the bank. For example, “Alaska Airlines Signature Visa” for my Alaska Airlines Visa credit card, or “Family Checking” for our checking account with USAA
This is the last four digits of the bank account numbers. For example, “xxxx1102”.
This is the name of the financial institution. For example, “Bank of America” or “USAA”.
This shows the amount of the transaction. Income, refunds, and credits are positive. Expenses and debits are negative.
This is just a column for you to make notes. The Tiller Feedbot ignores this column.