If you would like to use Tiller’s automated data feed in an existing Excel workbook you can open the add-in in that workbook, and link it to your Tiller Console, but you will likely need to adapt your existing workbook for Tiller’s data feed.
To get started with Tiller for Excel in an existing workbook
- Open the Excel workbook.
- Make sure you don’t already have a tab called “Transactions” or “Balance History” - if you already have a tab named either of these you will need to rename the existing tab.
- Open the Data ribbon at the top of Excel.
- Click the blue “Open Tiller” button.
- Click “Sign in to Tiller” to sign in and authenticate with the Google Account you used to sign up for Tiller.
- Click “Link workbook” and confirm to connect the Excel workbook to your Tiller Console.
- Click “Configure” under Linked Accounts to link accounts to the workbook.
- Click the “Update” button to pull in your transaction and balance data for the accounts you linked to the workbook. This will also create the Transactions and Balance History tabs in the workbook.
From here you’ll need to modify your existing workbook to leverage the data from the Transactions and Balance History sheets.
The Transactions sheet and Balance History sheet must remain named as they are, and the column headers must remain intact in order for the data feed to work.
The Transactions sheet that’s pulled in to an existing workbook does not include a Category column. You can insert a category column, create a Categories sheet, and set up your own custom category validation in the Category column if you want to assign a category to your Transactions.