It's as easy as 1, 2, 3.
- Start your 30 day free trial.
- Connect your accounts to Tiller.
- Pick your platform and dive in!
Read on below to learn more...
NOTE: We use Google authentication because it is powerful, collaborative, and secure. We hope to offer other login services, like Microsoft Live, in the future.
If you haven't yet created a Tiller account you can sign up at https://sheets.tillerhq.com/auth/google - this action does not start a free trial, but it does create a Tiller account for you in our systems.
1. Start your 30 day free trial
As soon as you create your account you'll see the Subscription area asking for payment details. It's $59 (that's less than $5 a month!) for a year of service and we don't charge your card until after your trial is over. We only offer an annual subscription plan at this time.
We require you to enter a payment method to start your free trial for identity verification and security purposes. It's super easy to cancel at any time during the trial and still receive 30 days of free access. 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.
2. Connect your financial accounts
Securely connect your accounts to Tiller under the Account Summary area.
- From your Tiller Console, click “Add Accounts" under Account Summary.
- The Add Accounts search page will open.
- Begin typing the name of your bank or institution into the search box and a list will appear. 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.
- Once found enter the username and password you would use to log in directly to your bank's website. We recommend manually typing these instead of using a password manager.
- If a successful connection is established you'll see that you can add more accounts while we gather your details.
- If you get any errors or failed messages review our troubleshooting tips here.
3. Pick your platform
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.
Click the "Start with Google Sheets" or "Start with Microsoft Excel" to access the starter template for each platform, which will guide you through setting up the spreadsheet with our financial data feeds.
The Tiller Foundation Template for Google Sheets offers monthly and yearly budget views and cash flow analysis, as well as a net worth calculation and spending insights.
The Tiller Money Tracker for Excel offers monthly and yearly budgeting views as well as a spending tracker sheet with customizable time periods.
What about my 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.
Does Tiller offer other templates?
We also offer solutions for tracking net worth, budgeting, debt snowball, and more via the Tiller Labs add-on. Most of these are compatible with the Tiller Foundation Template and are supported by the Tiller Community.