What is a Google Sheets add-on?
Think of add-ons as plugins for your Google Sheets. They allow you to automate workflows and processes, making your work in Google Sheets faster, easier, and more efficient.
What are Tiller's Google Sheets add-ons?
Tiller Money and Tiller Money Labs have built three primary add-ons and two helper add-ons for leveraging the power of an automated financial data feed to Google Sheets.
Tiller Money Feeds add-on
The Tiller Money Feeds add-on is the primary mechanism by which we feed financial data into Google Sheets. It's our core product add-on. It's required for all Tiller customers that want to use Google Sheets as of August 26, 2019.
The Tiller Money Feeds add-on allows you to update your Google Sheet with your latest financial transactions and balances directly via the add-on's sidebar. Optionally, you can turn on Auto Update for a daily automatic update to your Google Sheet. You can connect the feed to any Google Sheet or start in our Foundation Template. You are the Google Drive permissions "owner" of the Google Sheet.
The Tiller add-on primarily offers an envelope/zero-sum budgeting solution, and our first version of AutoCat for those still using Feed Bot sheets.
- Install AutoCat for Feed Bot - use this tool to help you automatically categorize transactions that match certain criteria based on a ruleset you create. (For Feed Bot sheets - sheets created before August 26, 2019 - only). Read more here.
- Install the Tiller Envelope Budget - this is the budget with rollovers that help with envelope and zero sum budgeting. As of Aug 26, 2019 this capability falls under Tiller Labs and is supported in the Tiller Community. Read more here.
Tiller Labs add-on
The Tiller Labs add-on offers experimental solutions to common financial riddles like tracking your net worth or building a debt payoff plan. It allows us to deliver these experimental solutions using a modular approach (e.g. you can drop in a net worth tracking sheet into your Foundation template and not need to create a brand new Google Sheet to give it a try). We can iterate on these solutions quickly, and easily push updates. Customers can use the Tiller Labs add-on to restore their sheets to get the latest updates.
Solutions installed via the Tiller Labs add-on are supported by the Tiller Community. You can learn more about the add-on and the included solutions here.
The Tiller Labs add-on also offers other tools and reports for better financial analysis in spreadsheets. Including manually adding and reconciling transactions, splitter transactions, building category line item details reports, importing CSVs and more.
Why are these add-ons separate?
Our add-on "ecosystem" has evolved as Tiller's product offering has evolved since 2015. There are many pros and cons to building the functionality that spans these add-ons into a single add-on, and the technology that powers these add-ons is still relatively new, so as we learn we refine.
We may consolidate the features of some of our add-ons into some of the others and eliminate some entirely. (e.g. the Transaction splitter may eventually end up as a part of our core product add-on - Tiller Money Feeds).
NOTE: If you're an existing customer that subscribed prior to August 26, 2019 and want to start fresh in a new Google Sheet review our Guide to Transitioning from a Feed Bot sheet to a Tiller Money Feeds sheet
Can I use these add-ons if I have Advanced Protection turned on for my Google Account?
You can use the Tiller Money Feeds add-on if you have Advanced Protection turned on because the scopes required are more limited than some of the other add-ons. You will not be able to install the Tiller add-on or the Tiller Labs add-on if you have Advanced Protection turned on. A workaround is to use a separate Google Account that does not have Advanced Protection turned on to install these add-ons and run them in your Tiller Money powered Google Sheets through that account.