Think of this as the user manual for the Tiller Money Feeds add-on for Google Sheets. If you're looking for the content for the Microsoft Excel add-in it's here

Table of Contents

Overview

Authentication & Access Tokens

Main add-on sidebar (home)
Connected Accounts

Manual Accounts

AutoCat

Templates

Tools
Keeping your bank data fresh
Settings
Learn & Explore

Overview

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 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 fill the Google Sheet with data from those accounts.

Upon a successful fill of your sheet you'll be prompted with more information about how to keep the sheet updated with your latest bank data and offered a quick setup tour on how to get started in the Foundation Template.

Future updates to your spreadsheet will happen automatically ONLY if you turn on the Auto Fill 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/login

Read more about how refreshes work.

If you sign out of the add-on, or are automatically signed out after 14 days of inactivity, the Auto Fill will get toggled off.

Authentication & Access Tokens

The add-on will require you to re-authenticate once every 28 days. The primary access token for the add-on expires every 28 days. This is a security best practice. You may have to log in more frequently than 28 days if you do not launch the add-on frequently enough because the token will also expire after 14 days of inactivity. The only activity that counts is launching the add-on sidebar in a Google Sheet.

You will be automatically logged out and have to log back in at least once every 28 days. The log out will turn off the Auto Fill in your Google Sheet if you have that enabled and you will have to turn it back on in each spreadsheet.

Main add-on sidebar (home)

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.

Fill sheets

Click “Fill 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

Connected Accounts

Connected Accounts is where you can manage accounts connected to your Tiller 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 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 cannot automate for you.

Learn more about Manual Accounts

AutoCat

Use AutoCat 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. AutoCat automates it with fast and easy rule building options right in the add-on sidebar.

Learn more about AutoCat

Templates

Use the Templates feature to install, restore or upgrade your Foundation Template sheets.

Learn more about Templates

Tools

Use various tools to power up your Tiller spreadsheet workflows.

Learn more about Tools

Connected Accounts

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

Linking more accounts to the Google Sheet

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

  1. Launch the Tiller Money Feeds add-on from the Add-ons (or Extensions) 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/login 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 (or Extensions) 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. Search for the institution and then enter your username and password.

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

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 "Fill sheets" to pull in the latest available data or wait for the next Auto Fill.

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 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.

Keeping your bank data fresh

The first time you set up a Google Sheet using the Tiller Money Feeds add-on it will fill in 30-90 days of historical transactions on the Transactions sheet and your current account balances on the Balances sheet.

To get transactions into your sheets after the first time fill you'll need to launch the Tiller Money Feeds add-on from the Extensions menu at the top of your Google Sheet and click the Fill sheets button.

Turn on the Auto Fill to automate updates for eligible accounts ⚠️

  1. Open the add-ons (or Extensions) menu at the top of your Google Sheet

  2. Choose "Tiller Money Feeds" > Launch

  3. Click "Settings"

  4. Toggle on the Auto Fill setting

🔄 The automatic update happens once a day in the very early morning and pulls new available spending and balances into your sheet. Once you have toggled this on, any time you launch the Tiller Money Feeds add-on it will trigger an update to pull in what's new.

⚠️ If any of your accounts have two factor authentication (2FA) turned on (a code sent via email or text) you may notice that the Auto Fill does not automatically pull in new data for those accounts. These accounts are ineligible for automatic updates. Even if you do not have 2FA turned on for an account the auto refresh capability is disabled for some institutions. We do not have control over whether auto refresh is enabled or disabled for your particular institution. This is determined by our data provider and the bank.

To refresh and update auto refresh disabled and 2FA accounts:

  1. Open the add-ons (or Extensions) menu at the top of your Google Sheet

  2. Choose "Tiller Money Feeds" > Launch

  3. Click "Connected Accounts"

  4. Refresh any accounts that have a blue "refresh" circle next to them to re-authenticate them.

  5. Click "Done" to return to the main Tiller Money Feeds sidebar

  6. Click "Fill sheets" to pull in data for these recently refreshed account

⏳ After refreshing an account under "Connected Accounts" it can take 5-15 minutes for the data to become available to update your sheet so you may need to wait a bit and click "Fill sheets" again.

You can also complete these refresh steps on the Console at https://sheets.tillerhq.com/auth/login under the Account Summary.

If you run into errors during the refresh process, click here to review the troubleshooting guide.

Templates

The Templates feature in the Tiller Money Feeds add-on allows you to insert, repair, or upgrade Foundation Template dashboards and sheets.

The following sheets are available to insert, upgrade, or restore:

  • Insights

  • Monthly Budget

  • Yearly Budget

  • Balances

  • Accounts (hidden by default)

If you don’t already have one of the above sheets installed you’ll be prompted to install it. If you already have one of them installed it will prompt you to upgrade if a newer version is available or restore it if you have the current version already installed.

Inserting sheets

If you opt to insert one of the Foundation template sheets and a dependent sheet is missing the add-on will also install the dependent sheet.

For example, if you install the Balances sheet and the Accounts sheet is missing in your Google Sheet the Tiller Money Feeds add-on will also add the Accounts sheet because the Balances sheet is dependent on it.

Upgrading sheets

The button under Templates will say “Upgrade” if a newer version of your sheet is available.

  1. Launch the Tiller Money Feeds add-on from the Extensions menu

  2. Choose “Templates” from the home menu

  3. Click “Upgrade” under the sheet you need to upgrade

  4. Choose whether you want to Archive Existing or Overwrite existing

    1. Archiving is recommended for upgrading the Accounts sheet if you’ve applied class overrides or Groups.

    2. Overwrite existing is fine for all other sheets if you have not made customizations to formulas or hidden areas of the dashboard.

  5. When the add-on is finished upgrading your sheet the sidebar will indicate it is finished with the process. Do not make edits to your sheet while the upgrade process is running.

Restoring sheets

You can restore a broken Foundation Template dashboard or visualization using the Tiller Money Feeds add-on.

  1. Launch the Tiller Money Feeds add-on from the Extensions menu

  2. Choose “Templates” from the home menu

  3. Click “Restore” under the sheet you need to restore

  4. Choose whether you want to Archive Existing or Overwrite existing

    1. Archiving is recommended for restoring the Accounts sheet if you’ve applied class overrides or Groups.

    2. Overwrite existing is fine for all other sheets if you have not made customizations to formulas or hidden areas of the dashboard.

  5. When the add-on is finished restoring your sheet it will let you know. Do not make edits to your sheet while the restore process is running.

Tools

Find tools to improve your productivity in your Tiller spreadsheets.

Manual Transactions

Automate manually adding individual transactions for automated or non-automated accounts. For non-automated accounts you can update the balance for manually tracked accounts while adding the transaction. Reconciling these manual transactions to their automated matches is not yet available in this add-on.

Learn more

Transaction Splitter

Split a transaction amount across multiple categories. Save splits to use again later. Apply notes and tags to your splits right from the sidebar.

Learn more

Settings

Auto Fill

Toggle this setting on to have the Tiller Money Feeds add-on automatically add the latest available transaction data. This auto fill 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 (or Extensions) 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 "Fill sheets" in the main sidebar to pull these transactions in right after the refresh.

Auto Fill sign in requirements

In order for the Auto Fill 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 Fill 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 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.

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 Fill feature if it is turned on.

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