When does my card on file get charged?
If you choose to add a payment method during your free trial so you can feed data for all your accounts to your sheets your card will not be charged the $79 annual subscription fee until your 30 day free trial ends. If you cancel during your trial you will not be billed and still receive 30 days of free access.
I tried to add an account, but got an error. What should I do?
We know account connection errors are frustrating. Review this help article for specific troubleshooting steps related to account errors when trying to add an account.
Can I get data from more than 90 days ago?
Tiller can typically pull up to 90 days worth of data from most institutions, but this varies by institution. If you’d like to add more historical data to your sheet check out the guide below.
Does Tiller offer other templates beyond the Foundation template?
You can find other solutions for tracking net worth, debt payoff, and more via the Tiller Labs add-on, all of which are supported and documented over on the Tiller Community. Most of the solutions listed on our website are compatible with the Foundation Template for Google Sheets and can be added using the Tiller Labs add-on. You can use our Foundation Template for Google Sheets or build your own with Tiller Labs or connect Tiller Money Feeds to any Google Sheet. We only have a single Excel template right now.
Can I manually add data to my spreadsheet?
Absolutely! Once you've connected at least one bank account to Tiller you'll be able to access our starter templates for Google Sheets and Excel. If one of your accounts isn't supported you can manually add the transaction and balance data.
Why aren't my transactions automatically categorized?
We believe that manually categorizing transactions builds awareness around your spending. We also can’t assume to know the intent behind a purchase so we don’t auto categorize for you. However, we do have an automatic categorization tool called AutoCat for Google Sheets.
Where can I find AutoCat?
AutoCat (beta) is currently available via the Tiller Money Feeds add-on for Google Sheets.
How should I categorize credit card payments?
In most cases, we recommend categorizing credit card payments as transfers if you're paying off the card balance in full each month. Otherwise, you may consider some debt payoff workflows to help you budget for high credit card debt.
How can I split a transaction across multiple categories?
Use the Tiller Labs add-on to add to spit transactions between categories.
My sheet stopped pulling in new transactions. What should I do?
The Tiller Money Feeds add-on requires you to turn on Auto Update or click "Update sheets" in the add-on to pull available data. Your bank data is available after we have successfully refreshed your accounts. If you’ve just added an account sometimes you’ll need you to answer additional security questions over the course of the few days after you added the account. If you have two factor authentication turned on expect to need to re-authenticate the account frequently (sometimes daily) for refreshes to succeed. Log in to the Tiller Console at https://sheets.tillerhq.com/auth/google to check the status of your accounts.
How often is data added to my spreadsheet?
Tiller Money updates your Google Sheets with your latest transactions and balances about once a day. However, there are some cases where you’ll notice a slight delay, such as waiting for a transaction to clear with your institution, or if your accounts need re-authentication due to having two factor authentication turned on. After each refresh on the Console or under Connected Accounts in the Tiller Money Feeds add-on make sure you click "Update sheets" in the Tiller Money Feeds add-on main sidebar to see the latest available data.
How should I categorize transfers between accounts like transfers to a savings account?
We recommend using a transfer category type for both transactions that represent money moving between accounts where both accounts are connected to Tiller.
How can I tag my spending?
Use the Tiller Labs add-on to add the Tag column to Transactions and the Tags Report.
Still have a question?
Check out this comprehensive written Q&A asked by other Tiller Money customers during our free Weekly Foundations Webinar for getting started with Tiller Money. If you're new to Tiller Money, the webinar is a great way to quickly get your questions answered live. Even if you can't attend we'll email you a link to the recording if you register.