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Get Started in 3 Easy Steps
Get Started in 3 Easy Steps

Quickly make your financial spreadsheet dreams come true.

Heather Phillips avatar
Written by Heather Phillips
Updated over 6 months ago

It's as easy as 1, 2, 3. 

  1. Start your 30 day free trial.

  2. Connect your accounts to Tiller.

  3. Create a spreadsheet! 

Sign up for Tiller

If you haven't yet created a Tiller account you can sign up at https://my.tillerhq.com/signup using a Microsoft or Google account. This action does not start a free trial, but it does create a Tiller account for you in our systems.

It doesn't matter which authentication service you use (Google or Microsoft), you will still be able to try both Google Sheets and Excel using the same account.

1. Start your 30 day free trial

  1. Create your account by signing into the Tiller Console with a Microsoft or Google account.

  2. Enter a payment method in the Checkout screen

  3. Click "Start trial"

Less than $7 a month

It's $79 a year plus tax* (that's less than $7 a month!). We only offer an annual subscription plan at this time.

*Tax is automatically added to your invoice at the time we charge your payment method if you live in a state where we're required to charge sales tax.

Easy to cancel

It's super easy to cancel at any time during the trial, and you'll still receive 30 days of free access.

Satisfaction, guaranteed

We also offer a 60 day money back guarantee. If you find Tiller isn't helping you within 60 days of your trial ending, we'll refund you 100%, fast and easy. Just reach out to billing@tillerhq.com if you need a refund.

11K+ institution support

Curious if your accounts are supported? Check our list here. Didn't find it in the list? Add it to our unsupported list here.

2. Connect financial accounts

Securely connect your accounts to Tiller under the Connected Account Summary on the Tiller Console. You can start connecting all your accounts as soon as you start your trial.

  1. On the Tiller Console (https://my.tillerhq.com), click “Add Accounts" under Connected Account Summary.

  2. The Add Accounts tool, Fastlink, will open.

  3. Begin typing the name of your bank or institution into the search box and a list will appear.

    1. For best results, search using all lowercase letters and the first few letters of your bank or institution. Review these tips if you have trouble finding your bank.

  4. Once found and selected enter the username and password you would use to log in directly to your bank's website.

    1. We recommend manually typing your credentials instead of using a password manager or copy/paste.

  5. If a successful connection is established you'll see that you can add more accounts while we gather your details. 

  6. If you get any errors or failed messages review our troubleshooting tips here.

  7. We recommend applying account nicknames to accounts on the Tiller Console before you create your first spreadsheet. Read more here.

3. Create a spreadsheet

We offer integrations with Google Sheets and Microsoft Excel. If you aren't sure which one is right for you, or you're new to spreadsheets, we recommend Google Sheets. 

With a single Tiller subscription, you can create up to 5 separate spreadsheets powered by Tiller Money Feeds. You choose which accounts are linked to each sheet and mix and match. Create one for personal, one for business, another for rental property, and more, each operating with its own budget.

Click the "Start with Google Sheets" or "Start with Microsoft Excel" on the Tiller Console Create a Spreadsheet to access the Foundation Template for each platform, which will guide you through setting up the spreadsheet with our financial data feeds or start in a blank spreadsheet if you prefer to build your own.

You can also try both Google Sheets and Microsoft Excel using the same trial subscription.

The Foundation Template for Google Sheets and Microsoft Excel offers monthly and yearly budget views and cash flow analysis, as well as a net worth calculation and spending insights. 

Use your own template?

If you prefer to use your own Google Sheet or Excel Workbook you can do that too. 

Review our guide on connecting Tiller's financial feeds to your existing Google Sheet. 

Review our guide on connecting Tiller's financial feeds to your existing Excel Workbook.

Other templates

Explore dozens of solutions for tracking net worth, budgeting, debt snowball, and more via the Tiller Community Solutions add-on for Google Sheets. Most of these are compatible with the Foundation Template for Google Sheets and are supported by the Tiller Community. 

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