Note: we recommend using the Tiller Money Feeds add-on with Google Chrome and a dedicated browser profile for your Tiller subscribed Google account. 

The first time you launch the Tiller Money Feeds add-on you’ll need to sign in to the add-on with your Tiller subscribed Google account. The add-on will guide you through linking your sheet to the Tiller Console and linking accounts. Once you confirm the accounts you want to feed to the sheet the add-on will update the Google Sheet with data from those accounts automatically. 

Upon successful update of your sheet you'll be prompted to take a quick tour of how Tiller and the Tiller Money Feeds add-on work. 

Future updates to your spreadsheet will happen automatically if you turn on the Auto Update feature AND new data is available. Your bank data is available after our data provider refreshes your accounts. Sometimes this requires that you visit the Tiller Console to re-authenticate your bank accounts. 

Read more about how refreshes work.

Linking accounts to the Google Sheet

If you need to link an additional account you already have connected to the Tiller Console to a Google Sheet: 

  1. Launch the Tiller Money Feeds add-on from the Add-ons menu at the top of the Google Sheet.
  2. Click “Linked Accounts”
  3. Place a checkmark next to the accounts you want to link.
  4. Click the “confirm” button.

If an account you want to link to the sheet doesn’t appear in the list visit the Tiller Console and add it as a new account under Account Summary.

If you have any issues linking an account to your spreadsheet using the Tiller Feeds add-on reach out to support@tillerhq.com.

Disconnect an account’s feed to a Google Sheet

If you no longer want to feed data from one of your accounts to a Google Sheet

  1. Launch the Tiller Money Feeds add-on from the Add-ons menu at the top of the Google Sheet.
  2. Click “Linked Accounts.”
  3. Remove the checkmark next to the account you want to disconnect.
  4. Click the “confirm” button.

The account will no longer feed new data into the sheet, but you will need to manually remove any data that was added if you no longer want to see it in the sheet. 

Review our guide on how to remove data for unlinked or removed accounts.

If you have any issues removing the connection to an account in the Tiller Money Feeds add-on reach out to support@tillerhq.com.

Signing in to the Tiller Money Feeds add-on

The Tiller Money Feeds add-on requires that you sign in using your Tiller subscribed Google Account to verify you have a valid subscription to Tiller and in order to access your bank data from our systems. 

  1. Launch the Tiller Money Feeds add-on from the Add-ons menu at the top of the Google Sheet.
  2. Click the “Sign in with Google” button.
  3. Sign in with your Tiller subscribed Google Account

If you have any issues signing in to the Tiller Feeds add-on reach out to support@tillerhq.com.

Updating Your Sheet with Data 

The first time you link a sheet to the Tiller Console and link accounts the Tiller Money Feeds add-on will automatically update your Google Sheet with whatever data is available in our databases. 

You can update your sheet manually by clicking “Update sheet” in the add-on sidebar. You can also update the sheet directly from the Add-ons menu > Tiller Money Feeds if you've recently launched the add-on.

You can have the add-on automatically update the sheet when you’re still signed in to Tiller by turning on the Auto Update feature (under the Settings option). The automatic update happens once a day in the very early morning and pulls new available data into your sheet. If you have two factor authentication (2FA) turned on for your bank accounts you may notice that the Auto Update does not pull in new data. You will need to visit the Tiller Console to re-authenticate 2FA enabled accounts and then click "update sheets" in the Tiller Money Feeds add-on. 

Some institutions expect 2FA to be turned on, even if you do not have it turned on, and also require you to visit the Console to refresh your data and make available for the Tiller Money Feeds add-on to pull. 

Settings

Auto Update

Toggle this setting on to have the Tiller Money Feeds add-on automatically add the latest available transaction data. This auto update process runs once a day at around 1-2 AM.

When you have this setting turned on and you launch the add-on from the Add-ons menu the sheet will automatically start updating.

The availability of data depends on the security settings that you have turned on at the bank. Accounts that require two factor authentication cannot refresh automatically so you will need to then click "update sheets" in the main sidebar to pull these transactions in right after the refresh.

Auto Update sign in requirements

In order for the Auto Update feature to work you should remain signed in to the Tiller Money Feeds add-on to keep the secure connection to our database available to the add-on. If you sign out of the Tiller Money Feeds add-on or you’re automatically signed out you will need to sign back in and turn the Auto Update feature back on to allow the automatic updates.

Auto Sort Override

When new transactions are added to your Transactions sheet by the Tiller Money Feeds add-on they are added to the bottom and then sorted to the top automatically. This override setting, when it’s turned on, will leave these transactions at the bottom. This is a great feature for folks who want to use Tiller Money with another service like Zapier and/or Airtable where the tool expects the new rows to be added to the bottom and stay at the bottom.

Unlink the sheet

If you unlink the sheet from the Tiller Console it can no longer be updated with your bank data. If you re-link a sheet to the Tiller Console you may get duplicate transactions. 

Log out 

You can log out of Tiller and the add-on. This will disrupt the Auto Update feature if it is turned on. 

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