Tiller for Google Sheets FAQ
Get answers to frequently asked questions about the Tiller for Google Sheets
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Question List


Foundation Template


How do I get started with Tiller for Google Sheets?

We recommend following along with our Foundations Guide. Think of this self-paced resources as the Tiller "user manual" on how to get started, set up, and succeed with Tiller.

Do I need to sign up with a Google Account to try the Google Sheets version of Tiller?

No, you can use the same account, even if you signed up for Tiller using a Microsoft Account, to try the Google Sheets version of Tiller. Just make sure you pay attention to which Google account you use to get started with your Foundation Template for Google Sheets.

If you would like to also sign in using a Google Account, link it to your existing Tiller account as a secondary identity.

When you first install the Tiller Money Feeds add-on for Google Sheets you'll be prompted to sign in to Tiller and you can sign in with Microsoft here too or link a Google account to your Tiller subscription to sign in with Google.

How does Tiller get bank data into my Google Sheet?

We use a Google Sheets add-on called Tiller Money Feeds to feed financial data into your Google Sheets. The add-on is pre-installed into the Tiller Foundation template, which you can access by clicking the "Start with Google Sheets" button on the Tiller Console under "Create a spreadsheet".

You will connect the template, your own Google Sheets template, or even a blank Google Sheet to the financial feeds using the add-on. Just install and sign in to the add-on with your Tiller-subscribed gmail account and easily link a sheet and start feeding your data, all right in the Google Sheet.

To keep the data flowing into your Google Sheet after the first setup, launch the add-on from the Extensions menu at the top of your Google Sheet and then click "Fill sheets" in the sidebar.

How often does the Tiller Money Feeds add-on update my sheet with new data?

To keep the data flowing into your Google Sheet after the first setup, launch the add-on from the Extensions menu at the top of your Google Sheet and then click "Fill sheets" in the sidebar.

You can also enable the Auto Fill feature for a once daily scheduled automatic fill of available transactions and balances into your Google Sheet. Read more here.

Some accounts may require your attention in order to refresh due to the security settings or bank's requirements. Click "Connected Accounts" in the Tiller Money Feeds add-on sidebar to refresh accounts that need your attention and then click "Fill sheets" again.

Which templates can I use with the Tiller Money Feeds add-on?

Tiller offers one official template for Google Sheets, the Foundation Template that includes yearly and monthly budget views, cash flow analysis, and quick insights about net worth and spending trends.

You can also find templates and solutions to various financial workflows (net worth, zero sum budgeting, debt snowball, and more) in the Tiller Community Solutions add-on.

You can connect the Tiller Money Feeds add-on to your own template or a blank Google Sheet as well. When using your own template you will most likely need to make modifications to support Tiller's data feeds. Read more here.

Can I link more than 5 sheets to the Console using the add-on?

There is a 5 sheet linking limit for spreadsheets linked to the Console (Google Sheets and Excel combined). This still applies to sheets linked to the Console using the Tiller Money Feeds add-on.

What happens to a Google Sheet I unlink?

Any sheets you unlink will still exist in your Google Drive, but cannot be updated by Tiller Money Feeds. You can delete these sheets if you’d like or save them as a backup or archive of your data. You can re-link a sheet that was previously linked.

How can I manually track balances and transactions for non-automated accounts?

You can manually track balances for non-automated accounts using the Tiller Money Feeds add-on under Manual Accounts. Use these steps.

Does Tiller only work for Google Sheets?

Nope. You are able to feed your bank data into Google Sheets and Microsoft Excel workbooks using the same account. You can link a secondary identity to your Tiller account to use multiple sign in options. See our Getting Started with Tiller for Microsoft Excel guide here.

I connected my accounts and I don’t see all of my data. What should I do?

When you initially connect your accounts, we can pull up to 90 days of data into your sheets. If you want to add more historical data to your sheet, you can manually import historical data. If it seems like you’re missing recent transactions, review this guide and reach out to our support team - we’re happy to help. If you're not seeing any data for a newly connected account you probably just need to link the account to the spreadsheet.

Foundation Template

How do I get started with the Tiller Foundation template for Google Sheets?

Review our Getting Started with Tiller for Google Sheets guide here, which includes steps for making a copy of the Foundation Template and getting the data flowing into it.

Use our Foundations Guide for how to use the template and set it up for budgeting and tracking.

Where can I find the AutoCat sheet?

You can install and run AutoCat using the Tiller Money Feeds add-on by clicking the AutoCat option in the sidebar after you launch the add-on from near the bottom of the Extensions menu, which is at the top of your Google Sheet.

Which sheets are default and required in the Foundation template?

The Foundation template has the following sheets by default. Any other tabs in your Google Sheet likely came from the Tiller Community Solutions add-on and are supported by our team in the Tiller Community.

  • Insights

  • Transactions

  • Categories

  • Monthly Budget

  • Yearly Budget

  • Balances

  • Accounts (hidden by default)

  • Balance History (hidden by default)

Where do I set my budget amounts for categories?

Budget amounts are set on the Categories sheet in the respective month column.

Can I include more than 12 months in my budget?

The Tiller Foundation template supports multi-year budgeting (by adding more month columns to the Categories sheet - steps linked below), but you can only visualize a 12 month period on the Yearly Budget sheet.

How can I use the Foundation Template for envelope budgeting?

The Tiller Foundation Template does not support envelope or zero-sum budgeting. If you prefer that budgeting method we recommend testing out the Savings Budget from the Tiller Community.

Where can I find the Accounts sheet?

The Accounts sheet, where you can configure groups to organize your accounts or set a class override if it’s being pulled in with the wrong class is hidden by default. Simply unhide the sheet by opening the view menu at the top of the Google Sheet and choosing “Hidden Sheets” to select Accounts.

How can I track my net worth or debt payoff in the Foundation Template?

You can add solutions for net worth tracking, debt payoff, and much more using the Tiller Community Solutions add-on.

Can I change the date format or spreadsheet's location setting?

The Foundation template is built specifically for United States date format (mm/dd/yyyy) and United States spreadsheet locale settings. If you change the spreadsheet settings to use a different location or date formats in the template your other dashboards may not calculate amounts in the correct periods.

How can I get a template I saw on Tiller's website?

Google Sheets templates featured on the Tiller website aside from the Foundation Template are usually available via the Tiller Community Solutions add-on and are supported by the Tiller Community.

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