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Connecting Your Existing Microsoft Excel template to the Tiller Money Feeds add-in
Connecting Your Existing Microsoft Excel template to the Tiller Money Feeds add-in

How to use Tiller's Excel add-in with an existing Excel workbook.

Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

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

  1. Open the Excel workbook.

  2. Make sure you don’t already have a sheet called “Transactions” or “Balance History” - if you already have a sheet named either of these you will need to rename the existing sheet.

  3. Open the Data ribbon at the top of Excel.

  4. Click the blue “Open Tiller Money Feeds” button.

  5. Click “Sign in to Tiller” to sign in and authenticate with the account you used to subscribe to Tiller.

  6. Click “Link workbook” and confirm to connect the Excel workbook to your Tiller Console.

  7. Click “Link Accounts” and toggle on accounts you'd like to have fill data into the workbook then click "Confirm"

  8. Click the “Fill” 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 sheets 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.

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