Here's our recommended workflow for getting started with Tiller Money Feeds for Google Sheets. You can start in the Foundation template or if you prefer to use or build your own template you can start in a blank Google Sheet.
Prerequisites
You've started your free trial for Tiller and have connected one or more financial institutions. For more review: Get started in 3 easy steps
Start with the Foundation template
Click “Use Template” in the upper right
Click “Add to Sheets” in the sidebar that should appear on the right.
Authorize the add-on to run with the Google account you use for Tiller Money.
Click “Use” in the sidebar
Sign in to the add-on using the Google Account you used to subscribe to Tiller Money.
Click “Link sheet” in the sidebar
Choose which accounts you want to feed data into the sheet and confirm.
Review the Quick Insights and start customizing your Categories.
Get started with AutoCat for faster categorizing workflow.
If you have any issues with the above steps, review the troubleshooting guide at the bottom of this help article.
Start with your own template or a blank Google Sheet
You can feed data into any Google Sheet using the Tiller Money Feeds add-on. If you prefer not to start in the Foundation template, you can connect the Tiller Money Feeds add-on to your own template or a blank Google Sheet.
If using your own template, make sure your sheet is compatible with the Feeds add-on otherwise open a blank Google Sheet from your Google Drive (be sure to use the Google Drive associated with the Google Account you used to sign up for Tiller Money).
Open the Google Sheet you want to feed data into
Open the Add-ons (or Extensions) menu > Tiller Money Feeds > Sign in to Tiller
Sign in to the add-on using the Google Account you used to sign up for Tiller Money
Click “link sheet” in the sidebar
Choose the accounts you want to feed into the sheet and click “Confirm”
If you’re building your own templates for Tiller Money Feeds you may want to check out the Builder’s Reference on the Tiller Money Community.
If you're starting in a blank sheet the Tiller Money Feeds add-on will add a Transactions, Balance History, and Categories sheet. Note: The Categories sheet built by Tiller Money Feeds does not include monthly budget columns that are default in the Foundation template.
Explore what's possible
The Foundation is a great starting point for budgeting and tracking, but if you have more specific needs or just want to explore what’s possible with Tiller Money we recommend checking out solutions built and supported by members of the Tiller Money Community.
You can also build your own reports, dashboards, and analysis sheets and share them in the Community
Transitioning from a Feed Bot Sheet
If you would like to transition from using a Feed Bot sheet review this guide.
Not sure what a Feed Bot sheet is? Read up on that here. If you signed up for Tiller Money after August 26, 2019 this won't apply to you.