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AutoCat for Google Sheets

Learn how to use AutoCat for Google Sheets powered by the Tiller Money Feeds add-on… Sheet If you don't see "Create AutoCat sheet" click "Run AutoCat" Click the "Install AutoCat… About AutoCat

AutoCat for Microsoft Excel

Learn how to use AutoCat for Microsoft Excel… AutoCat rules for Excel workbooks are built directly in the AutoCat sheet… Run AutoCat by clicking the Run AutoCat button in the Excel add-in

AutoCat for Google Sheets Troubleshooting

Get troubleshooting tips for AutoCat for Google Sheets… If you click the Install AutoCat button and this process adds the AutoCat sheet but seems to get stuck… After opening the AutoCat sidebar you see a "no rules present in AutoCat sheet" error at the top

AutoCat for Microsoft Excel Troubleshooting

AutoCat will not make updates if your AutoCat rules contain formulas or if a column in the Transactions… AutoCat for Microsoft Excel will run through all rules in your AutoCat sheet when it's running during… AutoCat failed to run message

Categorizing Transactions

automatically categorize transactions for you out of the box, but if you want some automation help, check out AutoCat… category, start typing the first few letters of the category to narrow the list and press enter, or have AutoCat… Tiller does not automatically categorize transactions by default, but we do offer an automation tool, AutoCat

Tiller for Microsoft Excel FAQ

Does AutoCat work for Excel?… Where can I find the AutoCat sheet?… Where can I find the AutoCat sheet?

Tiller Foundations Guide

sheet option in the sidebar Choose "Run AutoCat" if you don't see the "Create AutoCat sheet" in… Click “Install AutoCat” to add the AutoCat rules sheet to your spreadsheet Click the “Suggest rules… AutoCat for Google Sheets:

Migrate your financial data between spreadsheets

Migrate Your AutoCat Rules… Migrate Your Transactions Migrate Your Manual Accounts' Balance History (optional) Migrate Your AutoCat… tab to just "AutoCat" (double click the tab name to rename it) In Microsoft Excel: Install

Transactions Sheet Columns

Categorized Date The Categorized Date column is added by AutoCat when you add the AutoCat sheet via… If you'd like to automate your category workflows, try AutoCat (available for both Google Sheets and… It is the date that AutoCat automatically categorized or updated a transaction for you if you have the

Using the Tiller Money Feeds add-in for Microsoft Excel

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… Using AutoCat to categorize transactions