⚠️ Some customers have reported that Excel Online does not work in Safari 14 on MacOS Catalina, but does work in Firefox 80.0.1.

You can use the Tiller Money Feeds add-in for Excel with Excel Online with or without a Microsoft 365 subscription.

  1. Open a blank Excel Online workbook or save the Tiller Foundation Template to your OneDrive.

  2. Rename the workbook at the top (e.g. overwrite "Book 1" or “Tiller Foundation Template”)

  3. Open the Insert Ribbon

  4. Click “Office Add-ins”

  5. Click on “Store” and search for “Tiller” to add the Tiller Money Feeds add-in to Excel

  6. Open the Tiller Money Feeds add-in from the Data ribbon

  7. Sign in to Tiller using the account you used to subscribe to Tiller

  8. Link the workbook to your Tiller Console via the Tiller add-in.

  9. Click the Link accounts button

  10. Toggle on any accounts you want to feed data into the workbook and click Confirm

  11. Click "Fill" to update the workbook with Transactions and Balance history data.

  12. Open the workbook stored on your OneDrive using Excel online from a laptop or mobile device.

ℹ️ You may need to re-add the Excel add-in from the Office Add-ins menu in Excel Online by searching for Tiller in the Add-ins Store each time you want to launch it.

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