When does my card on file get charged?

I tried to add an account, but got an error. What should I do?

Should I use Tiller for Google Sheets or Microsoft Excel?

Do I need to start over if I want to switch between Google Sheets or Microsoft Excel?

How can I get transactions for more than 90 days ago?

Does Tiller offer other templates beyond the Foundation template?

Can I manually add data to my spreadsheet?

Why aren't my transactions automatically categorized?

Where can I find AutoCat?

How should I categorize credit card payments?

How can I split a transaction across multiple categories?

My sheet stopped pulling in new transactions. What should I do?

How often is data added to my spreadsheet?

How should I categorize savings transfers between accounts?

How can I tag my spending?

Does Tiller offer live video, phone, or 1:1 support?

How can I get help using Tiller?

When does my card on file get charged?

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.

Should I use Tiller for Google Sheets or Microsoft Excel?

It's really a matter of preference and how important certain feature are to you. Read more here.

Do I need to start over if I want to switch between Google Sheets or Microsoft Excel?

No, you can use the same account and try both Google Sheets and Microsoft Excel. You do not need to switch email addresses or sign up under a different account to try the other one. You can use either authentication type (Google or Microsoft) and still use both platforms under the same subscription/account.

If you signed up with a Google account and are having trouble signing in to Tiller from Microsoft Excel on your Windows computer you can link a Microsoft login identity to your existing Tiller subscription using these steps.

If you signed up for Tiller with a Microsoft account and want to use Google Sheets, you can use any Google account to install Tiller Money Feeds and create your Google Sheets, but we do recommend that you create a dedicated browser profile for that Google account and sign in to only that Google account for use with Tiller or make sure you use your browser's default Google account. Read more here.

Can I get transactions from more than 90 days ago?

Tiller can typically pull up to 90 days worth of historical transactions 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. 

Manually add historical data to your Tiller spreadsheet

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 Community Solutions add-on, all of which are supported and documented over on the Tiller Community. Most of the community solutions listed our website are compatible with the Foundation Template for Google Sheets and can be added using the Tiller Community Solutions add-on. You can use our Foundation Template for both Microsoft Excel and Google Sheets or build your own by connecting Tiller Money Feeds to your Google Sheet or start with a blank sheet and install solutions from the Tiller Community Solutions add-on. We only have a single Excel template right now. 

Browse solutions on the Tiller Community

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. 

Learn how to manually add data to your Tiller spreadsheet

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.

Learn more about AutoCat

Where can I find AutoCat?

AutoCat is available via the Tiller Money Feeds add-on and add-in for Google Sheets and Microsoft Excel.

Learn more about AutoCat for Google Sheets

Learn more about AutoCat for Microsoft Excel

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?

You can use the Tiller Money Feeds add-on to split transactions in your Google Sheets. We don't have this feature for Microsoft Excel just yet.

Learn more about the Split Transactions tool for Google Sheets

My sheet stopped pulling in new transactions. What should I do?

Tiller Money Feeds requires you to click "Fill sheets" in the add-on or add-in sidebar 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/login to check the status of your accounts.

Read more about what to do if you’re missing transactions.

How often is data added to my spreadsheet?

Tiller connects to your financial institutions and pulls your latest transactions and balances in our databases 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 you'll need to click "Fill" in the add-on or add-in sidebar to pull the latest transactions and balances into your spreadsheet.

Read more about how refreshes work

How should I categorize savings transfers between accounts?

We recommend using a transfer category type for both transactions that represent money moving between accounts where both accounts are connected to Tiller. 

Read more about using Transfer categories.

How can I tag my spending?

Use the Tiller Community Solutions add-on to add the Tag column to Transactions and the Tags Report. 

Learn more and get support on the Tiller Community. 

Does Tiller offer live video, phone, or 1:1 support?

At this time we do not offer 1:1, live, video, or phone support. We use a message and email queue based support model. This means there can be a day or two delay in getting a subsequent response from our team.

You can read more about our support model here.

How can I get help using Tiller?

If you need more help with using Tiller our best resources is our self paced getting started Tiller Foundations Guide. You can also search the hundreds of articles in our Help Center (scroll to the top of this page and use the search bar) or visit the Tiller Community or reach out to our support team using the chat tool in the lower right corner of this page.

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