Below is a list of supported Tiller columns. To add any of the columns simply insert a new column by right clicking an existing column and choosing to “insert 1 left” or “insert 1 right.” Then title the column with one of the following names.
Insert additional columns into your Transactions sheet prior to the first data feed to get the full data set. Additional supported columns added after data has been pulled into your spreadsheet will not retroactively populate for existing transactions, and will only fill for new transactions.
Columns appearing in Core Transactions sheets:
The date that the transaction was cleared by your institution, if it's available from our data provider. If the post date is not present, the date will be ‘now,’ or the time at which we pull the transaction from our data provider. We do not have access to the date associated with when the transaction actually happened (e.g. transaction date).
This is the standard Tiller description that we use in our templates. It’s slightly cleaned up from the full description we receive from your bank, but still has plenty of detail. This gas purchase will read as follows: “Union xx x3152, Orondo x8620, Union 76”
Tiller doesn’t fill in this column because we believe there’s value in have you assign each transaction to a category. It’s quick, easy and it helps you build awareness around your spending. If you'd like to automate your category workflows, try AutoCat.
This shows the amount of the transaction. Income, refunds, and credits are positive. Expenses and debits are negative.
This is the name of the account as it appears on the bank's website or the nickname you assign on the Tiller Console under Account Summary. For example, “Alaska Airlines Signature Visa” for my Alaska Airlines Visa credit card, or “Family Checking” for our checking account with USAA.
This is the last four digits of the bank account numbers. For example, “xxxx1102”. Note: We cannot pull in individual card numbers if you have separate cards issues for the same credit card account.
This is the name of the financial institution. For example, “Bank of America” or “USAA”.
It’s sometimes helpful to have a month rather than a specific date when creating pivot tables and other reports as you manage your money. Every transaction is assigned a date for the first day of that month. For example, for a transaction on February 17, 2016, Tiller will simply fill in February 1, 2016 in the month column.
Similar to month, sometimes it’s helpful to break out transaction details by week. Tiller will enter the date for the Monday of the week of the transaction. As an example, for that same transaction on Wednesday, February 17, Tiller will fill in the date for Monday, February 15 in the week column.
This includes of the description or merchant details we collect from your bank, however messy it may be. For example, a recent gas purchase might look like this: “UNION xx xxxx3152 ORONDO xxxxxx8620 UNION 76”
A unique ID assigned to the Transaction by Tiller's systems. This is an important column for support troubleshooting in some cases. This column is hidden in some templates. Please do not delete this column.
Tiller sometimes is able to discern the check number for checks you write. When this is possible, Tiller will fill in the check number details into your column titled Check.
The date the transaction was added to the spreadsheet.
Optional automated data columns you can add by inserting a new column:
This is available only for some transactions, and it’s a clean, concise merchant name. The same transaction above would simply be “UNION 76”. For other transactions where a cleaned up merchant name isn’t available, this column will be blank.
Make sure to include the * in the column header.
This column gives you the best of the prior two columns described above. When the clean merchant name is available, Tiller will display this data in the short description column. When it’s not available, Tiller will display the full description in this column. In this example, it would read “UNION 76” because the merchant name is available. If it hadn’t been available, it would have defaulted back to “UNION xx xxxx3152 ORONDO xxxxxx8620 UNION 76”.
Tiller's data provider will make a guess at the category for a transaction based on what they know about the merchant. This isn’t always accurate, and it doesn’t reflect the way you might think about categories, so we don’t include it in our Foundation template or core Transactions sheet.
Optional columns you might want to add:
Add a column titled "Note" to add notes about a specific transaction. This column is leveraged by the Category Rollup report available in the Tiller add-on.
Add a Tags column to your Transactions sheet to leverage the Tags sheet and have a more fine grained view of your transactions.
Columns added by a Tiller add-on:
Tiller has a suite of Google Sheets add-ons to help you power up your financial spreadsheet workflows.
The Statement column is added to the Transactions sheet automatically by the Tiller add-on after the business features are installed. It's used with the Statements sheet to help reconcile transactions to bank statements.
The Type column is added to the Transactions sheet automatically by the Tiller add-on after the business features are installed. The Type column uses an arrayformula that displays the type associated with the transaction: income, expense, or transfer. It's required for the Business Dashboard.
The Source column is added to the Transactions sheet automatically by the Tiller add-on after the business features are installed. It is used by the Tiller add-on to help manage transaction reconcile workflows for transactions that are manually added and flagged for reconcile (e.g. if you need to manually add a scheduled transaction to better project cash flow).
The Categorized Date column is added by AutoCat when you add the AutoCat sheet via the Tiller add-on. It is the date that AutoCat automatically categorized a transactions for you if you have the Run Automatically setting turned on.