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 Money-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 setup tour on 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 (under Settings) AND new data is available. Your bank data is available after our data provider refreshes your accounts. Sometimes this requires that you to re-authenticate your bank accounts, which you can do from the Connected Accounts section of the Tiller Money Feeds Add-on or the Console at https://sheets.tillerhq.com/auth/google

Read more about how refreshes work.

Exploring the add-on

The Tiller Money Feeds add-on offers a few basic features to help you efficiently gain clarity about where your money is going, and puts you in control.

Update sheets

Click “Update Sheets” anytime you want to pull the latest available data into your Google Sheet. It’s a good idea to do this after refreshing accounts that require your attention, like those that have two factor authentication enabled. Keep in mind, it can take 5-15 minutes for new transactions and balances to be available after a refresh.

Learn more about how updates work with Tiller Money Feeds

AutoCat (beta)

Use AutoCat (beta) to help you stay on top of categorizing transactions by building a customized rule set. You’re in control of your categories and how they get assigned with Tiller Money. AutoCat automates it with fast and easy rule building options right in the add-on sidebar.

Learn more about AutoCat (beta)

Connected Accounts

Connected Accounts is where you can manage accounts connected to your Tiller Money account as well as those linked to the specific sheet you have open. You can change the account links for this sheet, add new accounts for Tiller Money to automate, and refresh accounts that require your attention.

Learn more about Connected Accounts

Manual Accounts

Use the Manual Accounts option to add and track balances for accounts that Tiller Money cannot automate for you.

Learn more about Manual Accounts

Settings

You’ll find various settings that control how the Tiller Money Feeds add-on updates your sheet.

Learn more about Settings

Learn & Explore

You’ll find options for getting help using the Tiller Money Feeds add-on, taking the setup tour again, and accessing the Tiller Money Community.

Connected Accounts

Connected accounts is where you can connect and refresh institutions automated by Tiller Money.

⚠️ Some of these features are only available to customers who are on the latest implementation of the integration with our data provider (if you signed up after ~mid-Jan 2019). If you’re interested in early access to migration from the "legacy" implementation to the latest version, please complete this form.

Linking more accounts to the Google Sheet

If you need to link an additional account you already have connected to Tiller Money 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 “Connected 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 click "Add Accounts" in the sidebar or visit the Console at https://sheets.tillerhq.com/auth/google and add it as a new account under Account Summary.

If you have any issues linking an account to your spreadsheet using the Tiller Money Feeds add-on contact us via the chat tool in the lower right corner of the Console.

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 “Connected 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 linking an account to your spreadsheet using the Tiller Money Feeds add-on contact us via the chat tool in the lower right corner of the Console.

Add Accounts

Click the “Add Accounts” button to add new institutions for automated data feeds to Tiller Money. Search for the institution and then enter your username and password.

If you load the Add Accounts screen and it comes up blank expect for the header and cancel button, check your browser’s Cookie settings and then reload the add-on after enabling 3rd party cookies.

⚠️ If you do not have this feature you're on our "legacy" implementation. If you’re interested in early access to migration from the "legacy" implementation to the latest version that supports these features, please complete this form.

Refresh accounts

Accounts that haven't refreshed in the last 36 hours will show a blue refresh icon that will launch the Refresh account screen and allow you to re-authenticate. In general, accounts that don't refresh once every 36 hours are likely accounts that require two factor authentication (a code sent via email or text) and require your attention before we can pull the data and put it in your sheet. Accounts that refresh automatically at least once every 36 hours are not eligible for refreshes via the Tiller Money Feeds add-on.

After refreshing accounts in the Tiller Money Feeds add-on it may take 5-15 minutes before transactions and balances are available for updating your sheet. Click "Update sheets" to pull in the latest available data or wait for the next Auto Update.

⚠️ If you do not have this feature you're on our "legacy" implementation. If you’re interested in early access to migration from the "legacy" implementation to the latest version that supports these features, please complete this form.

Edit credentials

Click the gear icon next to an institution to edit the credentials for the institution if you change your username and password to ensure Tiller Money can continue automatically refreshing and pulling data for that institution.

Do not use this flow to try and refresh accounts that can refresh automatically on their own. You may experience errors that our support team will not address as this is an unsupported workflow for refreshing accounts via the Tiller Money Feeds add-on.

⚠️ If you do not have this feature you're on our "legacy" implementation. If you’re interested in early access to migration from the "legacy" implementation to the latest version that supports these features, please complete this form.

Updating Your Sheet with Data

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

You can update your sheet manually by clicking “Update Sheets” 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 Money 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 can re-authenticate 2FA enabled accounts right from the Tiller Money Feeds add-on under Connected Accounts. Any accounts that require your attention and haven’t refreshed in the last 36 hours will have a blue “refresh” icon.

After refreshing an account under "Connected" accounts it can take 5-15 minutes for the data to become available to update your sheet.

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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