The Transactions sheet is the heart of Tiller. It's where Tiller pulls in the data about your latest financial transactions from the accounts you have linked to the spreadsheet.
Note: Please do not rename the Transactions sheet (tab at the bottom). Doing so will prevent your data from being pulled into the sheet.
Basics of editing data in the Transactions sheet
Your data is yours! You can customize the descriptions, change the dates, and modify the data below row 1 as needed.
Feel free to add custom columns, delete columns for data you don't want to see, and insert or delete new rows in the Transactions sheet.
Edits that affect the Transactions sheet header row (row 1), like turning on the filter or inserting a column, will trigger a "Heads up" warning.
As long as your edit is intentional, click "don't show for 5 minutes" and then "Ok" to continue making your edits.
The warning is due to a protected range on row 1 that prevents accidental edits to the header keywords. If you accidentally overwrote the word "Description" in row 1 on your Transactions sheet, your next fill would not have transaction descriptions.
What happens to my data if I make edits?
Tiller stores the original data that was filled in a database so edit to your heart's desire. If you connect a new spreadsheet to Tiller's data feeds the original data will populate into that sheet.
Editing Columns in the Transactions sheet
Tiller's starter templates have a base set of columns in the Transactions sheet. The column's data is defined in row 1 with a header. The base columns in all templates are:
Account ID - please do not delete
Transaction ID - please do not delete
Read the descriptions of the data that's automatically pulled into these columns and the other supported columns you can add to your Transactions sheet here.
Note: if you insert additional columns that Tiller can fill automatically, it will fill the data for new transactions going forward. It does not retroactively fill for transactions that already exist in your sheet.