This guide has 5 sections and only applies to customers who subscribed or created sheets before August 26, 2019.

❤️Benefits of Transitioning
🌲Start Fresh in the Foundation template (recommended)
😕What if I don’t want to switch templates?
💰What to expect with Tiller Money Feeds

❤️ Benefits of Transitioning

Transition from your Tiller Feed Bot powered Google Sheet to take advantage of many new and awesome features available from Tiller Money. 

  1. Own your spreadsheet rather than Tiller Feed Bot owning your spreadsheet. 
  2. Connect your financial data feeds to any Google Sheet.
  3. Start using our maintained and officially supported Foundation template for Google Sheets. 
  4. A more powerful version of AutoCat for automated categorization, cleaning up descriptions, automatically applying tags and more.
  5. Track balances for manual accounts more seamlessly right from the add-on sidebar.
  6. Easily add the right solutions just for your financial situation into your Foundation template with Tiller Labs.

🌲 Start Fresh in the Foundation template (recommended)

We recommend transitioning out of your old template and into our new Foundation Template to use the latest and greatest of what Tiller Money has to offer. It’s our officially supported and maintained template. It offers monthly and yearly budgeting dashboards, as well as quick insights on your spending, cash flow, and net worth. Quickly review your balances and see totals broken out by your custom groups. 

Watch the video demo or follow the steps below.

Install the Tiller Money Feeds add-on and start in the Foundation Template

  1. Install the Tiller Money Feeds add-on
  2. Click to open the Foundation template you can add other reports and dashboards for tracking spending, net worth, or debt payoff later.
  3. Click “Use template” in the upper right corner of the template view that opens. If you get stuck here try this in an incognito browser after signing in to your Tiller subscribed Google Account. 
  4. Click “Use” in the sidebar that should open, or open the Add-ons menu at the top and choose Tiller Money Feeds > Sign in to Tiller 
  5. Sign in with Google using your Tiller Money subscribed Google Account
  6. In the sidebar, link the sheet, choose which accounts should feed your sheet, and confirm. Note: if you want to transition your existing transaction data over, make sure you link the same accounts that are linked to your existing sheet. 

Migrate your customized data

To transition your existing categorized transaction, categories, and manual balances

  1. Do it manually using these steps as a guide OR
  2. Try the Tiller Money Labs Migration Helper

Customize your accounts

  1. Unhide the Accounts sheet in your Foundation template (View menu > Hidden sheets)
  2. Select accounts from the dropdown menu and then enter a group name.
  3. Set any necessary class overrides. 

Migrating manually tracked account balances (optional)

you can now add those and update balances from directly in the Tiller Money Feeds add-on sidebar.

  1. Review the “Migrate Balances for Manual Accounts in Feed Bot Sheets” section in this guide to transaction your manual accounts to be supported by this new workflow OR
  2. Use the Tiller Labs Migration Helper

How to add more reports and dashboards (templates previously available on the Tiller Console)

The Foundation is a great starting point for budgeting and tracking, but if you want to get the Debt Progress, Net Worth Tracker, or other Weekly Expense Tracker reports in your new Google Sheet install the Tiller Labs add-on to build on top of your “foundation.”

These solutions are supported by our team in the Tiller Money Community. If you have questions about anything installed via the Tiller Labs add-on please post your question in the Tiller Money Community and a team or community member will reply soon. We do this for the one to many benefit of the Q &A.

  1. Install the Tiller Labs add-on for Google Sheets
  2. Open the Tiller Labs add-on from the Add-ons menu at the top of your Foundation Template
  3. Accept the privacy and experimental tool disclaimers. Read more about Tiller Labs here.
  4. Click “Add a solution” in the sidebar to explore solutions supported by our team in the Tiller Money Community. 

Transitioning AutoCat

We've released a new version of AutoCat that is only available in the Tiller Money Feeds add-on. You can read more about the upgrade here.

If you want to transition your existing AutoCat ruleset in your Feed Bot sheet to the Foundation template you can follow these steps or the Migration Helper will perform steps 1 & 2 for you.

  1. Copy the AutoCat sheet from your Feed Bot sheet into your Tiller Money Feeds sheet using these steps.
  2. Rename the tab in your Tiller Money Feeds sheet from "Copy of AutoCat" to "AutoCat"
  3. Open the Tiller Money Feeds add-on (via the Add-ons menu at the top of your Google Sheet)
  4. Click "AutoCat (beta)" in the sidebar
  5. Click "Migrate" to migrate your ruleset to use the new format.
  6. Learn more about how to use AutoCat (beta).

Turn on Auto Update

  1. Open the Add-ons menu
  2. Choose Tiller Money Feeds > Launch (or open sidebar)
  3. Click "Settings"
  4. Toggle on the Auto Update setting

Read more under "What to expect with Tiller Money Feeds" about this setting.

😕 What if I don’t want to switch templates?

If you’re using the Lauren Greutman Budget Tracker, Credit Card Tracker from Ben Collins, or another of Tiller’s partner templates you will be required to transition. The below guide will not work with those templates, which are no longer supported or maintained. 

If you’re really happy with your existing Tiller template and want to stick with it, even though it will no longer be maintained or as thoroughly supported, you can follow the below steps to keep using it with Tiller Money Feeds. 

Video of these steps coming soon...

Get your Feed Bot sheet up to date

  1. Visit the Console and make sure that all your accounts are refreshed and the latest available data is in your spreadsheet. Check the Account Summary for last refresh times.
  2. Categorize all your newest transactions. This will help you clean up duplicates. 

Make a copy of your Feed Bot sheet

  1. Open the File menu
  2. Choose "Make a copy"
  3. Update the name so you'll know which sheet is your new one to use going forward

Update your Balance History sheet to use Account ID

Newer sheets no longer leverage the Index number column (usually hidden) to uniquely identify accounts and display them on the Accounts or Balances sheet.

  1. Open the Balance History sheet (if you don't see it, open the View menu > Hidden Sheets to unhide it)
  2. Insert a column to the right of the last visible column (right click and choose Insert 1 right)
  3. Enter Account ID for the header (row 1) for the new column

Set up the data feed

  1. Install the Tiller Money Feeds add-on
  2. Open the add-ons menu in the copy of your Feed Bot sheet
  3. Choose Tiller Money Feeds > sign in to Tiller
  4. Click the Sign in with Google button and use your Tiller subscribed Google Account to sign in
  5. Link the sheet and choose the same accounts that you already had linked to the original one and confirm
  6. Tiller Money Feeds will feed your sheet with transactions and balance history. This will result in a lot of duplicates.

Clean up duplicate transactions

If you made sure your sheet was fully up to date before making a copy of it and you categorized all transactions before setting up the data feed with the Tiller Money Feeds add-on you can easily clean out duplicates using a filter.

  1. Turn on the filter in your Transactions sheet
  2. Filter the Category column to show only blank rows
  3. Clear out all Transactions where the Category is blank (these are the duplicates)

Upgrade your Accounts sheet

  1. In your Feed Bot sheet, rename the Accounts sheet (right click the tab) to Accounts-Archive.
  2. Delete the Balances sheet in your Feed Bot sheet. (right click to delete)
  3. Install the Tiller Money Labs add-on. Read more on the Tiller Labs and get support for it here.
  4. Open the Labs add-on and click Add a solution
  5. Choose "Balances" to add the latest version of the Balances sheet. This will automatically add the new Accounts sheet.
  6. Copy/paste over any class overrides or group information from the Accounts-Archive into the new Accounts sheet.

Set up manual accounts in Tiller Money Feeds (optional)

The new Accounts sheet doesn't give the option to save balances for manually tracked accounts like the original version did. Manual accounts are entered and updated using the Tiller Money Feeds add-on. If you were manually tracking accounts in the right side area of the Accounts sheet follow these steps:

  1. Open the Balance History sheet
  2. Filter the Balance History sheet to only show accounts with an index of 9999. You may need to unhide the index column.
  3. Sort the Balance History sheet by Account or Account name column.
  4. Launch the Tiller Money Feeds add-on (from the Add-ons menu at the top of your Google Sheet)
  5. Click "Manual Accounts"
  6. Enter the information for a manual account as it appears in the Balance History sheet. You only need to save one entry per manual account.
  7. Copy the Account ID generated by the Tiller Money Feeds add-on that starts with "manual:" and paste it into all entries for that manual account. Do not use the quick fill square for this step to avoid it enumerating the Account ID.
  8. Repeat steps 6 and 7 for each manual account tracked.

Clean up duplicate balance history entries

  1. Open the Balance History sheet
  2. Filter the Balance History sheet to only show rows where the Account ID is blank.
  3. Clear all rows where the Account ID is blank.

Transitioning AutoCat

We've released a new version of AutoCat that is only available in the Tiller Money Feeds add-on. You can read more about the upgrade here.

  1. Open the Tiller Money Feeds add-on (via the Add-ons menu at the top of your Google Sheet)
  2. Click "AutoCat (beta)" in the sidebar
  3. Click "Migrate" to migrate your ruleset to use the new format.
  4. Learn more about how to use AutoCat (beta).

Turn on Auto Update

  1. Open the Add-ons menu
  2. Choose Tiller Money Feeds > Launch (or open sidebar)
  3. Click "Settings"
  4. Toggle on the Auto Update setting

Read more under "What to expect with Tiller Money Feeds" about this setting.

💰 What to expect with Tiller Money Feeds

The way that Tiller Money Feeds updates your sheets is a little different than what you’re used to with the Feed Bot sheets. 

Tiller Money Feeds has an Auto Update setting (you can turn it on in the Settings section from the sidebar), but this AutoUpdate only runs about once per day in the early morning (between 1-2 AM). 

If you have two factor authentication turned on for any of your bank accounts, any time you want to see recent data for those accounts you’ll want to re-authenticate them on the Tiller Console and then click “update sheets” in the Tiller Money Feeds add-on sidebar. Otherwise, you won’t see those transactions until the next day if you have Auto Update turned on. 

Accounts that can automatically refresh without your intervention on the Tiller Console should pull data automatically into your sheet each morning. 

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