You can easily rename any of your Tiller-powered spreadsheets.

In Google Sheets:

  1. Open the Tiller-powered Google Sheet you'd like to rename. 
  2. Click inside the sheet name near the top of the Google Sheet to edit.
  3. Change the Google Sheet's name. 
  4. Press enter.
  5. Open the Tiller Money Feeds add-on and click "update sheets" 
  6. Visit the Tiller Console
  7. Open the Account Summary and click "Refresh Data" if you don't see the "Data refreshing...." message. 

In Microsoft Excel

  1. Navigate to the location where the Excel workbook is saved
  2. Double click the file name to edit it directly or right click the file name and choose “Rename” from the menu.
  3. Update the name of the workbook and press enter.
  4. Open the workbook. 
  5. Open and sign in to the Tiller add-in from the Data ribbon.
  6. Click the “Update” button to push the name update to the Tiller Console.

Note: you may need to refresh the browser for the name change to be reflected on the Tiller Console.

Note: If you use the “save as” feature, you will be creating a copy of the workbook, which if updated via the Tiller add-in, will take the place of the original as the one linked to the Tiller Console. 

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