Follow the steps below to connect the Tiller Foundation template to your bank data feeds using Tiller Money Feeds.

  1. Click here to open the Tiller Foundation template 

  2. Click “Use template” in the upper right. This will create a copy of the sheet in your Google Drive.

    1. If you get an infinitely spinning circle at this step, see the troubleshooting steps here.

  3. Give this sheet a unique name. Edit the name in the upper left of the Google Sheet.

  4. Click “Add to Sheets” in the sidebar on the right hand side.

    1. If this doesn’t automatically appear for you, open the Extensions menu at the top of the Google Sheet and choose Tiller Money Feeds > Install OR Launch. You may have already installed the add-on, in which case the sidebar with "Add to sheets" will not appear.

  5. Authorize the add-on to run using the Google account you used to subscribe to Tiller. If you didn't subscribe to Tiller with a Google account, authorize the Tiller Money Feeds add-on to work with whichever Google account you use more frequently.

  6. Click “Use" and then "Launch" in the sidebar to launch the Tiller Money Feeds add-on. 

  7. Sign in to the Tiller Money Feeds add-on using your Tiller subscribed email account.

  8. Click “Link sheet” to link the sheet to your Tiller Console. 

  9. Choose which accounts should feed this sheet by placing a check mark next to them and then choose to Confirm the account links. 

  10. The add-on should start updating your sheet with the latest transactions and current balances for any accounts you linked to this sheet. 

👇If you have any issues, refer to the troubleshooting guide at the bottom.👇

Troubleshooting common issues connecting to the data feed

Clicking "Use Template" results in an infinitely spinning circle 

This issue is usually due to being signed in to multiple Google accounts in the browser.

  1. Open an incognito/private browsing session

  2. Sign in to the Console at https://sheets.tillerhq.com/auth/login

  3. Click "Create a spreadsheet" > "Start with Google Sheets"

We recommend a dedicated Google Chrome profile for use with Tiller that isn't signed in to other Google accounts. 

After clicking "Use template" a sidebar opens, but you don't see the "Use" button to install Tiller Money Feeds, but instead a spinning colorful circle.

  1. Click here to install the Tiller Money Feeds add-on from the Google Workspace Marketplace

  2. Make a copy of the Foundation Template

    1. Access a view only copy of the Foundation template here https://docs.google.com/spreadsheets/d/1_Ei4-Hn3nCZFIwoRjFCGadzVRCLGZRQbSJCspRfl1aI PLEASE DO NOT REQUEST ACCESS....

    2. Open the File menu at the top of the Google Sheet

    3. Choose "Make a copy"

    4. Open the Extensions menu at the top of the Google Sheet

    5. Choose "Tiller Money Feeds"

    6. Click "Sign in to Tiller"

    7. Sign in to Tiller using your Tiller-subscribed gmail account

I don't see the "Use Template" option after opening the Foundation Template

  1. Click here to install the Tiller Money Feeds add-on from the Google Workspace Marketplace

  2. Make a copy of the Foundation Template

    1. Access a view only copy of the Foundation template here https://docs.google.com/spreadsheets/d/1_Ei4-Hn3nCZFIwoRjFCGadzVRCLGZRQbSJCspRfl1aI PLEASE DO NOT REQUEST ACCESS....

    2. Open the File menu at the top of the Google Sheet

    3. Choose "Make a copy"

    4. Open the Extensions menu at the top of the Google Sheet

    5. Choose "Tiller Money Feeds"

    6. Click "Sign in to Tiller"

    7. Sign in to Tiller using your Tiller-subscribed gmail account

I don't see the Tiller Money Feeds add-on in the Extensions menu

  1. Click here to install the Tiller Money Feeds add-on from the Google Workspace Marketplace

  2. Make a copy of the Foundation Template

    1. Access a view only copy of the Foundation template here https://docs.google.com/spreadsheets/d/1_Ei4-Hn3nCZFIwoRjFCGadzVRCLGZRQbSJCspRfl1aI PLEASE DO NOT REQUEST ACCESS....

    2. Open the File menu at the top of the Google Sheet

    3. Choose "Make a copy"

    4. Open the Extensions menu at the top of the Google Sheet

    5. Choose "Tiller Money Feeds"

    6. Click "Sign in to Tiller"

    7. Sign in to Tiller using your Tiller-subscribed gmail account

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