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)

➡️ Migrate your customized data
😕 What if I don’t want to switch templates?
💰 What to expect with Tiller Money Feeds

🧰 Troubleshooting

❤️ 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 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 the Tiller Community Solutions add-on.

  7. Refresh account connections, and enter 2FA codes, right from the add-on, if also on the YSL version of our data feeds.

ℹ️ In 2022, we will be asking all customers to transition to Tiller Money Feeds sheets and unlink any remaining Feed Bot sheets from the Console.

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. Unlink your Feed Bot sheet from the Console - it will still exist in your Google Drive. We recommend making a copy so you have a copy that you own.

  2. Install the Tiller Money Feeds add-on

  3. Click to open the Foundation template you can add other reports and dashboards for tracking spending, net worth, or debt payoff later.

  4. 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. 

  5. Click “Use” in the sidebar that should open, or open the Add-ons (or Extensions) menu at the top and choose Tiller Money Feeds > Sign in to Tiller 

  6. Sign in with Google using your Tiller Money subscribed Google Account

  7. In the sidebar, link the sheet, choose which accounts should feed your sheet, and confirm.

  8. Set up your Foundation Template or Migrate Data from your Feed Bot sheet

After confirming accounts you want linked to the sheet, the Tiller Money Feeds add-on should fill your sheet with transaction and balance data. Upon successful fill you should see a message indicating x transactions/balances were added.

🧰 If the fill process takes more than about 5 minutes and never seems to successfully complete, follow the troubleshooting steps here.

If you're comfortable starting fresh from this point forward, you're all set and don't need to migrate your old data. You can get started setting up your Foundation template, learn how to add community-built solutions, transition AutoCat rules, and keep your sheet updating.

If you want to migrate customized data from your Feed Bot sheet, learn more here.

ℹ️ Notes

  • If you want to transition your existing transaction data over, make sure you link the same accounts that are linked to your existing sheet.

  • You can also start in a blank Google Sheet if you prefer not to use the Foundation Template, but you will need to launch the Tiller Money Feeds add-on from the Extensions menu to link the sheet and fill it with Transaction data.

How to set up the Foundation Template

For a fresh start, feel free to clear out any historical data you don't want to see in the Transactions sheet.

Review the Foundation Template Quick Start Guide

Join the Weekly Foundations Webinar to see a demo & ask questions

How to add more reports and dashboards

Including 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 Planner, Net Worth Tracker, or other Weekly Expense Tracker reports in your new Google Sheet install the Tiller Community Solutions add-on to build on top of your “foundation.”

These solutions are now supported by the Tiller Community. If you have questions about anything installed via the Tiller Community Solutions add-on please post your question in the Tiller 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 Community Solutions add-on for Google Sheets

  2. Open the Tiller Community Solutions add-on from the Add-ons menu at the top of your Foundation Template

  3. Accept the privacy and experimental tool disclaimers.

  4. Browse and add solutions from the Explore section or search for a solution at the top

  5. Use the Help tab in the Tiller Community Solutions add-on sidebar to review existing topics and post a question to the Community about a solution.

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 Tiller Migration Helper (beta) add-on 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 or Extensions menu at the top of your Google Sheet)

  4. Click "AutoCat" in the sidebar

  5. Click "Migrate" to migrate your ruleset to use the new format.

  6. Learn more about how to use AutoCat.

Turn on Auto Fill

Tiller Money Feeds sheets do not automatically update the way Feed Bot sheets did. Read more under "What to expect with Tiller Money Feeds" to learn more about the differences. To automate some of your sheet fills, turn on the Auto Fill feature.

  1. Open the Add-ons (Extensions) menu

  2. Choose Tiller Money Feeds > Launch (or open sidebar)

  3. Click "Settings"

  4. Toggle on the Auto Fill setting

➡️ Migrate your customized data

If you prefer to bring over your categories, categorized transactions, and other customized data review the steps below.

Try the Tiller Migration Helper (beta) add-on or migrate your data manually using these steps

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)

Migrate your existing manually tracked accounts using the Tiller Migration Helper (beta) add-on or migrate your data manually using these steps.

After migrating your manual accounts you can now use the Tiller Money Feeds add-on sidebar to update the balances.

😕 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 supported, you can follow the below steps to keep using it with Tiller Money Feeds. 

⚠️ We no longer offer support for questions not related to the Transactions or Balance History sheets in non-Foundation Template Google Sheets.

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 (or Extensions) 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 the copy of 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 Community Solutions add-on.

  4. Launch the Tiller Community Solutions add-on from the Add-ons menu (you may need to refresh the browser window after install)

  5. On the Explore tab choose the Balances tag from the dropdown that defaults to "Featured"

  6. Choose "Balances" to add the latest version of the Balances sheet. This will automatically add the new Accounts sheet.

  7. 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. In the copy of your Feed Bot sheet 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 or Extensions menu at the top of your Google Sheet)

  2. Click "AutoCat" in the sidebar

  3. Click "Migrate" to migrate your ruleset to use the new format.

  4. Learn more about how to use AutoCat.

Turn on Auto Fill

  1. Open the Add-ons (or Extensions) menu

  2. Choose Tiller Money Feeds > Launch (or open sidebar)

  3. Click "Settings"

  4. Toggle on the Auto Fill 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 Fill setting (you can turn it on in the Settings section from the sidebar), but this Auto Fill 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 "fill sheets" in the Tiller Money Feeds add-on sidebar. Otherwise, you won’t see those transactions until the next day if you have Auto Fill turned on. 

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

🧰 Troubleshooting

My first fill never succeeds

When you first fill data into your sheet using the Tiller Money Feeds add-on if you find that it takes more than about 5 minutes and never gives you a success message indicating the number of transactions and balances.

  1. Start over in a new Foundation template sheet or if starting from your old template/sheet using the Version History (from the file menu) to restore back to the first version in the sheet (right when you made the copy)

  2. Link only 1 or 2 accounts after linking the sheet to the Tiller Money Feeds add-on to get a first successful fill

  3. Click "Connected Accounts" in the sidebar

  4. Link another 1 or 2 accounts and click "Confirm" at the bottom of the sidebar

  5. Continue linking accounts in small batches until you've got all of them linked and filled

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