How do I get started with Tiller for Google Sheets?

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

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

How can I connect more accounts to Tiller?

What types of accounts can I connect to Tiller?

Can I still use Tiller if I am not a US customer?

How does Tiller get bank data into my Google Sheet?

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

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

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

Is there a limit to the amount of accounts I can connect?

What happens to a sheet I unlink?

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

Can I use Tiller without connecting a bank account?

Does Tiller only work for Google Sheets?

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

Can I use Tiller on my mobile phone or tablet?

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

Review our quick start guide here, which includes a quick getting started video. 

The basics are:

  1. Feed data to the sheet using the Tiller Money Feeds add-on. 

  2. Customize your categories.

  3. Categorize transactions.

  4. Customize your sheet for budgeting.

The Categories sheet is where you add budget amounts for each of your categories. The Categories sheet does not reflect actuals.

How can I connect more accounts to Tiller?

To connect more accounts to Tiller Money Feeds log in to the Console at https://sheets.tillerhq.com/auth/login and scroll to the Account Summary and choose "Add accounts." Then link them to the sheet in the Tiller Money Feeds add-on under Linked Accounts.

Learn more

What types of accounts can I connect to Tiller?

You can connect a variety of account types to Tiller like mortgage, loans, credit cards, retirement accounts, in addition to your checking and savings accounts. Tiller can help you visualize all of your financial data in one place. Read more here.

To note: at this time we're unable to support insurance, bill pay, or utilities account types. While these accounts may appear in the list of connected accounts in our secure connection/refresh portal, our system does not pull them in for transaction and balance data feeds.

Can I still use Tiller if I am not a US customer?

Our service, templates, and tools are built for U.S. banks and USD, but our data provider supports financial institutions from around the world. Read more here.

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.

Read more about how refreshes work.

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.

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.

Read more about how refreshes work.

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

You can connect Tiller's financial data feeds to any existing Google Sheets template if it has a core sheet and supported columns. 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. 

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 Feeds add-on. 

Is there a limit to the amount of accounts I can connect?

No, there is no limit to the amount of accounts you can connect with Tiller.

Any sheets you unlink will still exist in your Google Drive, but cannot be updated by Tiller’s data 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, but you’re likely to get duplicate transactions in your sheet. 

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

Can I use Tiller without connecting a bank account?

Yes, if your banks aren’t supported or you don’t want to connect your banks you can use the Foundation Template and manually add your bank data.

You can still use AutoCat and other features in the Tiller Money Feeds add-on that aren’t related to the automated data feeds.

  1. Click the link below to open a view-only copy of the Tiller Foundation Template. Please do NOT request access to the sheet. https://docs.google.com/spreadsheets/d/1_Ei4-Hn3nCZFIwoRjFCGadzVRCLGZRQbSJCspRfl1aI

  2. Open the File menu at the top of the Google Sheet.

  3. Choose "Make a copy."

Check out our guide for manually adding data.

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 FAQ guide here for getting set up in Excel.

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.

Can I use Tiller on my mobile phone or tablet?

If you’d like to use Tiller on an iPad or other mobile device we’ve got the options covered here.

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