Can I see a demo of Tiller for Microsoft Excel?

Can I use a work/school Microsoft account to sign up for Tiller?

Does this work with all versions of Excel?

How does Tiller for Excel work?

How do I get started with Tiller for Excel?

Can I use my Money in Excel template with Tiller?

Is my data private and secure?

Does AutoCat work for Excel?

How can I find my Excel workbook after I've connected it to Tiller?

Can I use Google Sheets too?

Do Tiller's Google Sheets templates work with Excel?

What if I already signed up for Tiller using a Google Account?

What if I have questions or get stuck?

Can I see a demo of Tiller for Microsoft Excel?

Sure thing, check out our getting started video here on YouTube. You can also watch our on-demand recorded Excel Foundations webinar.

Can I use a work/school Microsoft account to sign up for Tiller?

At this time we can only support Microsoft login for signing in to Tiller if it's a personal/family account and not a work/school account. You can create a free Microsoft account at https://signup.live.com/signup. This account for signing in to Tiller does not need a Microsoft 365 subscription if you are already paying for a subscription for your work/business account.

Does this work with all versions of Excel?

Tiller Money Feeds for Microsoft Excel only works with Excel installed via a Microsoft 365 subscription or Excel Online.

How does Tiller for Excel work?

Tiller pulls your balances and transactions from your bank accounts about once a day, and you can fill your Excel workbook with the click of a button. Learn more about the Tiller Money Feeds add-in for Microsoft Excel here.

How do I get started with Tiller for Microsoft Excel?

Review the Getting Started Guide here

Can I use my Money in Excel template with Tiller?

At this time we don't support the Money in Excel template for use with Tiller. If you want to use your dataset in a Tiller-powered workbook we recommend using the Tiller Foundation Template and migrating your data (copy/paste) from Money in Excel.

Is my data private and secure?

We do not see nor store your bank account credentials. We can’t see or access your transaction or balance data. Tiller is secured by 256-bit AES bank-grade encryption. You can read more about our security promise here.

Does AutoCat work for Excel?

Yes! You can now use AutoCat in Microsoft Excel workbooks. Read more here.

How can I find my Excel workbook after I've connected it to Tiller?

The Excel spreadsheets you've created with Tiller will either be in the OneDrive for the Microsoft account you were using with Excel at the time you created them or saved locally on your computer.

When you do a "Save as," you're prompted to pick a location. The default location is usually the last place you saved an Excel workbook.

You can review the names of linked Excel workbooks by visiting the Console at https://sheets.tillerhq.com/auth/login

Can I use Google Sheets too?

Yes. Your annual subscription to Tiller also includes access to the Tiller service for up to five spreadsheets linked to the Tiller Console. You don't need to start a new trial with a Google Account to use Google Sheets, but we do recommend that you link a Google Account as a secondary identity to your existing Tiller account.

Do Tiller's Google Sheets templates work with Excel?

At this time, community-built and supported solutions featured in the Tiller Community Solutions add-on for Google Sheets are not compatible with Microsoft Excel.

We have a Foundation Template for Microsoft Excel, which you can download here. You can also review community built Show & Tell solutions for Microsoft Excel here.

What if I already signed up for Tiller using a Google Account?

You can "link" a Microsoft account to your Tiller subscription using the steps in this guide to sign in with Microsoft.

What if I have questions or get stuck?

We have a troubleshooting guide just for Tiller for Excel and have helpful top rated U.S. based support to answer your questions. Use the Messenger in the lower right corner of this page or on the Tiller Console at https://sheets.tillerhq.com/auth/login to send us a message.

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