The Tiller Money Feeds add-on for Google Sheets allows you to connect and fill transaction and balance data for your financial institutions to any Google Sheet.

You can find the add-on from the Extensions menu at the top of your Google Sheet once installed.

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. This can be a Google or Microsoft account, just use whichever one you used to sign up for your free trial of Tiller.

The add-on will guide you through linking your sheet to the Tiller Console and linking accounts to the spreadsheet.

Once you confirm the accounts' data you want to feed to the sheet the add-on will fill the Google Sheet with data from those accounts. Transactions are filled into the Transactions sheet and balances are filled to the Balance History sheet. These are completely separate feeds of data and not connected.

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. Use the Getting Started steps on the Spending Trends sheet to set up your Foundation Template for budgeting & cash flow tracking.

By default, you'll need to click "Fill" to get new transaction and balance data into your spreadsheet. You can optionally enable the Auto Fill feature to automatically fill new available data once a day.

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://my.tillerhq.com/

Read more about how refreshes work.

Read more about how Auto Fill works.

If you sign out of the add-on, or are automatically signed out after 90 days due to our authentication token max life, the Auto Fill cannot run and you'll need to sign back in so it can resume with your next daily Auto Fill.

The add-on will require you to re-authenticate once every 90 days. The primary access token for the add-on expires every 90 days. This is a security best practice. You may have to log in more frequently than 90 days if you do not have Auto Fill enabled because the token will also expire after 14 days of inactivity (Auto Fill counts as "activity).

You will be automatically logged out and have to log back in at least once every 90 days. The log out will prevent the Auto Fill in your Google Sheet from running.

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.

When new data is available to fill the add-on show a blue "Fill Available Updates" button.

The add-on will prompt you to refresh if any of your institutions haven't recently refreshed with a "[N] Feeds need refreshing" message near the top. Clicking this link will launch the Tiller Console where you can refresh accounts.

You can see how many accounts are linked to this particular sheet and customize those by clicking the "[N] linked accounts" option.

Learn more about how updates work with Tiller Money Feeds

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

Use various transaction related tools and access Manual Accounts management to power up your Tiller spreadsheet workflows like splitting transactions or adding manual transactions.

Learn more about Tools

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

Learn more about Manual Accounts

Click Add & Manage Tiller Solutions to access the Templates feature to install, restore or upgrade your Foundation Template sheets.

Learn more about Templates

Click the "[N] Linked Accounts link at the top of the Add-on to access the Connected Accounts screen, which displays all accounts you have connected to Tiller. Connected Accounts is where you Link or Unlink accounts to this specific spreadsheet.

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

The add-on will check for and fill available data for the newly linked account.

If an account you want to link to the sheet doesn’t appear in the list click "+" icon in the Connected Accounts screen to visit the Console at https://my.tillerhq.com/ and add it as a new account under the Account Summary on the Tiller Console. You will need to exit and return to the Connected Accounts screen in the add-on for the newly connected account to appear. You can also link it to the spreadsheet form the Tiller Console.

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.

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

⚠️ The account will no longer feed new data into the sheet, but the unlink process does not remove existing data for the account. 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.

You can refresh institutions that haven't recently refreshed from the Tiller Console at https://my.tillerhq.com

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 button.

You can enable Auto Fill to schedule a once daily automatic* fill of available data into your Google Sheet.

*Please read the important information below about how Auto Fill works.

If the add-on sidebar is already open, just click Settings and toggle on the Auto Fill. Toggle the Auto Fill back on each time you sign back in to Tiller.

If the add-on sidebar is not open, access it via these steps to turn on Auto Fill:

🔄 The automatic fill 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, new transactions and balances that are available at the time the Auto Fill runs (2-6AM daily) will be filled into your Google Sheet. This means you may also need to click the "Fill" button to fill in new data that was pulled into Tiller after the Auto Fill ran for the day.

Once every 90 days you will be logged out of Tiller (for security reasons) and will need to sign back in to Tiller via the Tiller Money Feeds add-on specifically in order for the Auto Fill to continue. Simply launch the Tiller Money Feeds add-on from the Extensions menu at the top of your Google Sheet and you'll be prompted to sign back in if necessary.

⚠️ 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:

⏳ After refreshing an account on the Console it can take a few moments for the data to become available for filling.

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

The Templates feature in the Tiller Money Feeds add-on can be accessed by clicking the "Add & Manage Templates" button from the home screen.

The Templates feature allows you to insert, repair, or upgrade Foundation Template dashboards and sheets.

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

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.

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

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

Easily access transaction tools such as splitting a transaction or adding a manual transaction right from the home screen in the Tiller Money Feeds add-on.

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.

The add-on doesn't have a way to automatically match and merge (reconcile) manual transactions that you've added when Tiller brings them in so you would end up with duplicates in that situation.

There is a "reconcile" tool in the Tiller Community Solutions add-on if you're using Google Sheets that you can use the reconcile them with their automated matches. We do plan to bring this feature into the Tiller Money Feeds sidebar in the future, but there isn't a timeline on when that will be available.

Learn more

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

You can access the settings directly from the Extensions > Tiller Money Feeds > Settings option or you can click the menu icon in the bottom right of the add-on and choose "Settings" after launching the add-on.

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.

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.

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.

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

This month we've released several changes that may impact your workflows.

You'll see a notice if any of your accounts need refreshing. Clicking on this notice will take you to the the Tiller Console at https://my.tillerhq.com to refresh institutions that haven't recently refreshed.

We've also upgraded the design for a few screens including Connected Accounts, Split Transactions, template management, and AutoCat Rule builder.

We've moved the Manual Accounts management to the Transactions & Manual Accounts section.