All Collections
Transactions
Basics
Using the Manual Transaction tool in Tiller Money Feeds
Using the Manual Transaction tool in Tiller Money Feeds

Learn how to manually add individual transactions using Tiller Money Feeds

Morgan Greene avatar
Written by Morgan Greene
Updated over a week ago

Tiller Money Feeds has a Manual Transaction tool to help you automate manually adding individual transactions. This tool is available for both Google Sheets and Microsoft Excel.

For Google Sheets

  1. Launch the Tiller Money Feeds add-on from the Extensions menu at the top of your Google Sheet

  2. Click on the “Tools” menu

  3. Click on the Add Manual Transactions menu item to open the Manual Transaction tool

  4. Select the Transaction type from the Type drop down menu (deposit or withdrawal)

  5. Fill in the details required for your new transaction

    1. Date, Amount, Account, Description, and Category

    2. (Optional) Note, Tags, and Check Number if you have those columns in your Transactions sheet.

      1. Make sure your spelling for the Note column is not plural and your Tags column is, otherwise the Manual Transaction Tool won’t pick up on these columns.

    3. (Optional) Check the box to Update the balance in the Balance History Sheet. This is only available if the chosen account is a manual account.

  6. Click Add Transaction to add the transaction to your Transactions sheet. You can add a single transaction at a time or insert one and then add another by clicking the Add Transaction + 1 button.

For Microsoft Excel

  1. Launch the Tiller Money Feeds add-in from the Data ribbon at the top of your Excel Workbook (Note: you may need to sign in)

  2. Click on the “Tools” menu

  3. Click on the Add Manual Transactions menu item to open the Manual Transaction tool

  4. Select the Transaction type from the Type drop down menu (deposit or withdrawal)

  5. Fill in the details required for your new transaction

    1. Date, Amount, Account, Description, and Category

    2. (Optional) Note, Tags, and Check Number if you have those columns in your Transactions sheet.

      1. Make sure your spelling for the Note column is not plural and your Tags column is, otherwise the Manual Transaction Tool won’t pick up on these columns.

    3. (Optional) Check the box to Update the balance in the Balance History Sheet. This is only available if the chosen account is a manual account.

  6. Click Add Transaction to add the transaction to your Transactions sheet.

Additional features

Updating the balance of a manual account

The Update balance in Balance History checkbox will display when a non-automated/manual account is selected in the Account dropdown. When checked, this option will add a balance entry to Balance History that updates the last balance by the incoming manual transaction’s amount. This option is available only for transactions for non-automated accounts. The balances will update based on the following logic depending on whether the account is an asset or liability and the transaction is a withdrawal or deposit.

  • Liability account & deposit: balance decreases

  • Liability account & withdrawal: balance increases

  • Asset account & withdrawal: balance decreases

  • Asset account & deposit: balance increases

Applying Notes & Tags

If you have a Note column in your Transactions sheet you can customize the manually added transaction’s notes in the add-on sidebar. If you do not have a Note column, but want to add one, you can insert a column to the left of the Account column and then reload the Add Manual Transaction screen.

If you have a Tags column in your Transactions sheet you can customize Tags for a Manual Transaction. If you do not have a Tags column but want to add one you can insert a column to the left of the Account column and then reload the Add Manual Transaction screen. Multiple tags can be applied and should be separated by a comma.

Keyboard shortcuts

You can use the basic tab and enter keyboard commands to move between fields more intuitively in the Manual Transaction tool.

Reconciling transactions

The add-on doesn't have a way to automatically match and merge (reconcile) manual transactions that you've added when Tiller brings them in so you would end up with duplicates in that situation.

There is a "reconcile" tool in the Tiller Community Solutions add-on for Google Sheets only that you can use the reconcile them with their automated matches. We do plan to bring this feature into the Tiller Money Feeds sidebar in the future, but we don't have a timeline on when that will be available.

If you're using Microsoft Excel you'd need to manually reconcile them by deleting one of the instances of the transaction.

Troubleshooting

Some older Community Templates are not compatible with the Manual Transaction tool for Google Sheets

The Category select field shows 'Loading....'

If you're trying to add a manual transaction and there is an issue with Category list, it's possible the tool isn't able to run due to a sheet or header that's missing or misnamed. Double check your spreadsheet to confirm you have the following sheets and none of them have been renamed:

Accounts sheet (may be hidden)

Categories sheet

Balance History sheet (may be hidden)

Double check that the word "Category" (without the quotes) is in the header row in the Categories sheet.

Important note for Google Sheets: When using the tool, wait about a minute to see if the drop down loads. We've seen that this tool can take a few moments to load and isn't instantaneous.

Add manual transaction accounts list is blank

If you're trying to add a manual transaction and get a warning that there was an issue loading your accounts list, it’s possible your Account ID column is missing in your Balance History sheet. Try these steps to fix your accounts list:

  1. Open the Balance History sheet (if you don't see it, open the View menu > Hidden Sheets to unhide it).

  2. Unhide any columns in the Balance History sheet to double check that the Account ID column is not already there.

  3. If the Account ID column isn't in the Balance History sheet already, insert a column to the right of the last visible column (right click and choose Insert 1 right)

    1. If you’ve accidentally renamed your Account ID column at some point, make sure it is reverted to default and named Account ID.

  4. Enter Account ID for the header (row 1) for the new column.

  5. Navigate to Home in the Tiller Money Feeds add-on (or launch the add-on if it was closed).

  6. Click the Fill button.

    1. If this doesn't bring in new Balance History entries with the Account ID you'll need to wait until the next fill when new data is available or you can make a slight change to your account name on the Tiller Console to create a new balance history entry (with the same date, balance, etc) for the account, then repeat step 6.

Did this answer your question?