Follow these steps to connect the Tiller Foundation template to your bank data feeds. Watch the animation below for a demo.
- Click here to open the Tiller Foundation template
- Click “Use template” in the upper right. This will create a copy of the sheet in your Google Drive. NOTE: If you get an infinitely spinning circle at this step, see the alternate steps at the bottom of this help doc.
- Give this sheet a unique name. Edit the name in the upper left of the Google Sheet.
- Click “Add to Sheets” in the sidebar on the right hand side. If this doesn’t automatically appear for you, open the Add-ons menu at the top of the Google Sheet and choose Tiller Money Feeds > Install OR Start. You may have already installed the add-on, in which case the sidebar with "Add to sheets" will not appear.
- Authorize the add-on to run using the gmail you use for Tiller if you haven't already.
- Click “Use” in the sidebar to launch the Tiller Money Feeds add-on.
- Sign in to the Tiller Feeds add-on using your Tiller subscribed gmail account.
- Click “Link sheet” to link the sheet to your Tiller Console.
- Choose which accounts should feed this sheet by placing a check mark next to them and then choose to Confirm the account links.
- The Feeds add-on should start updating your sheet with the latest transactions and current balances for any accounts you linked to this sheet.
Troubleshooting Tip: Clicking "Use Template" results in an infinitely spinning circle
We believe this issue has something to do with how you're signed in to Google in the browser (or the fact that you're not signed in). The experience is best on Google Chrome, but if you're logged in to multiple Google accounts in the same session sometimes the "Use template" button/feature gets confused about which account it should use to create and store the sheet on Google Drive.
We recommend a dedicated Google Chrome profile for use with Tiller that isn't signed in to other Google accounts.
Use these steps to get started with the Tiller Foundation Template and the Tiller Money Feeds add-on
- Access a view only copy of the Foundation template here https://docs.google.com/spreadsheets/d/1_Ei4-Hn3nCZFIwoRjFCGadzVRCLGZRQbSJCspRfl1aI
PLEASE DO NOT REQUEST ACCESS....
- Open the File menu at the top of the Google Sheet
- Choose "Make a copy"
- Open the add-ons menu
- Choose "Get add-ons"
- Search for Tiller Money Feeds and install
- Close the store pop up and then open the Add-ons menu and choose Tiller Money Feeds > "Sign in to Tiller"