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Getting Started with Tiller
What is Tiller and how does it work?
What is Tiller and how does it work?

Learn more about Tiller and how it works.

Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Tiller is a financial tool that makes managing your money in a spreadsheet fast and easy by automating your daily transactions and balances into Google Sheets or Microsoft Excel. The Foundation Template makes it simple to get started and see what's possible.

We believe spreadsheets are the best way to really get in tune with your money. They're flexible, collaborative, and incredibly customizable. 

How Tiller Works

After you start your free trial, you can securely connect all your accounts to Tiller via our financial data provider, Yodlee. Yodlee supports data feeds for more than 20,000 financial institutions from around the world including banking, credit cards, loans, investment accounts, and more. Right now we're focused and only registered to offer service for U.S. customers.

From there you'll choose which platform you prefer to use, Google Sheets or Microsoft Excel, and wire up your first spreadsheet for daily bank data feeds. 

Tiller grabs your latest transactions and balances from Yodlee about once a day and makes it available to fill into your spreadsheets using the Google Sheets add-on or the Microsoft Excel add-in. You can opt in to a daily email summary to get your daily balances and transactions delivered right to your inbox. 

You can choose to use our template or pull your financial data right into your own spreadsheet. Everything is in one place, and the sky is the limit for customizing your spreadsheet based on your unique financial situation. Our templates are currently only built to support U.S. currencies and U.S. date formats.

How the free trial works

Your free trial starts after you accept the terms of service and click "start trial" to enter a payment method on the Console at

The trial gives you access to all of Tiller's automation features, helpful human support, and a vibrant user community. You can create up to 5 spreadsheets and try both Google Sheets and Excel. You can mix and match the accounts linked to different sheets.

You get 30 days to try out Tiller. You can cancel at any point during the free trial and still have the remainder of your trial free. We bill you for a year of service at the end of the free 30 day trial unless you cancel before then.

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