Getting Started with Tiller

Learn how to sign up for Tiller, add your financial institutions, start your free trial and create your first finance spreadsheet.

40 articles in this collection
Written by Heather Phillips

Get Started in 3 Easy Steps

Quickly make your financial spreadsheet dreams come true.

Written by Heather Phillips
Updated over a week ago

Financial Feed Basics

Tiller Supported Financial Institutions and Accounts

Learn whether or not you can connect your account or institution to Tiller.

Written by Heather Phillips
Updated over a week ago

How to Remove an Account or Institution Connected to Tiller

Learn more about removing institutions and financial account data.

Written by Heather Phillips
Updated over a week ago

Supported Currencies

Learn about supported currencies from Tiller data bank feeds.

Written by Heather Phillips
Updated over a week ago

How to Rename an Account Connected to Tiller

Learn how you can assign an account nickname to accounts connected to your Tiller Console.

Written by Heather Phillips
Updated over a week ago

Migrating an existing data set to a new sheet

Learn how to migrate your existing transactions and balances to a new Tiller-powered spreadsheet.

Written by Heather Phillips
Updated over a week ago

Updating Credentials for a Financial Account or Institution

How to update your login credentials if you change a password for your bank login.

Written by Heather Phillips
Updated over a week ago

Using the Institution Outage Dashboard

Learn how to check in on known outages with some of your institutions.

Written by Heather Phillips
Updated over a week ago

Tiller Console Basics

Authenticating With Google

You sign up and log in to your Tiller account with your Gmail (Google) account.

Written by Heather Phillips
Updated over a week ago

Tiller Access and Multiple Google Accounts

Learn about logging in to Tiller when you use multiple Google Accounts with your browser.

Written by Heather Phillips
Updated over a week ago

Updating Your Subscription Payment Information

Learn how to update your payment method for your Tiller subscription.

Written by Heather Phillips
Updated over a week ago

Updating Email Communication Preferences

Learn how to opt out of Tiller communications

Written by Heather Phillips
Updated over a week ago

Logging Out of Tiller

Learn how to log out of Tiller when you no longer want to be signed in.

Written by Heather Phillips
Updated over a week ago

How to Rename a Tiller Spreadsheet

Learn how to rename your Tiller spreadsheets.

Written by Heather Phillips
Updated over a week ago

Remove a Sheet From Your Tiller Console

You can easily remove a Tiller spreadsheet from your Tiller Console by unlinking it.

Written by Heather Phillips
Updated over a week ago

Stop Importing Data From An Account Into A Sheet

Learn how to stop the automatic data import for an account into one of your Tiller spreadsheets.

Written by Heather Phillips
Updated over a week ago

How To Cancel Your Subscription

Learn how to easily cancel your Tiller subscription.

Written by Heather Phillips
Updated over a week ago

Frequently Asked Questions

What is Tiller and how does it work?

Learn more about Tiller and how it works.

Written by Heather Phillips
Updated over a week ago

Most Common Questions When Getting Started With Tiller

Review the most common questions our customers have when getting started with Tiller.

Written by Heather Phillips
Updated over a week ago

What kind of customer support does Tiller offer?

Learn about Tiller's helpful human support.

Written by Heather Phillips
Updated over a week ago

How Often Is New Data Added To My Tiller Finance Spreadsheet?

Review the details about how refreshes and updates are made to your Tiller spreadsheets.

Written by Heather Phillips
Updated over a week ago

What if I am Having Issues Connecting My Bank Account?

Learn more about why you might be having issues connecting your bank account and what to do about it.

Written by Heather Phillips
Updated over a week ago

What should I do about account errors or disconnections?

Learn how to troubleshoot account errors and disconnects.

Written by Heather Phillips
Updated over a week ago

Troubleshooting missing transactions

Written by Heather Phillips
Updated over a week ago

How can I remove account data for an unlinked or closed account?

Learn how to clean up your data if you've unlinked an account from a sheet.

Written by Heather Phillips
Updated this week

How can I use a different email account for Tiller access?

Learn how to switch to a different email address for your Tiller Access.

Written by Heather Phillips
Updated over a week ago

What Should I Do if I See Duplicate Transactions in my Sheet?

Learn how to deal with duplicates in your transactions sheet.

Written by Heather Phillips
Updated over a week ago

Is My Financial Data Secure and Private on Google Drive?

Understanding Google Drive security and privacy when it comes to your financial data.

Written by Heather Phillips
Updated over a week ago

What happens after I cancel my Tiller subscription?

Learn more about what happens to your data, your sheets, and your Tiller account when you cancel.

Written by Heather Phillips
Updated over a week ago

What Should I Do If I've Reached the Google Sheets Data Limit?

Discover options for managing your Tiller spreadsheet if you've reached the Google Sheets data limit.

Written by Heather Phillips
Updated over a week ago

What should I do if my account balance data is incorrect or not updating?

Learn what to do when your last updated date for an account isn't current or you're not receiving recent balance updates.

Written by Heather Phillips
Updated over a week ago

Can I Delete Transactions?

Removing transactions from your finance spreadsheet template.

Written by Heather Phillips
Updated over a week ago

Does Tiller Automatically Categorize Transactions?

Learn about automatic categorization options with Tiller

Written by Heather Phillips
Updated over a week ago

How do I get my budget ready for the new year?

Learn more about what to do to your budget spreadsheet to prepare for the new year.

Written by Heather Phillips
Updated over a week ago

Why isn't my new category showing in the Transactions sheet dropdown list?

Learn why your category dropdown box might be broken and how to fix it

Written by Heather Phillips
Updated over a week ago

Can I Have Recurring Transactions Automatically Categorized?

Learn about automatically categorizing recurring transactions.

Written by Heather Phillips
Updated over a week ago

How Can Advisors Use Tiller with Clients?

Learn more about how to use Tiller with your clients if you're a Financial Advisor, coach, or financial professional.

Written by Heather Phillips
Updated over a week ago

How can I get a refund for my Tiller subscription?

Learn more about how Tiller handles refunds for subscription charges.

Written by Heather Phillips
Updated over a week ago

Does Tiller Support Pending Financial Data?

Learn about Tiller's ability to pull in your pending transactions.

Written by Heather Phillips
Updated over a week ago

August 2019 Product Updates and Changes

Learn about product changes released on August 26, 2019.

Written by Heather Phillips
Updated over a week ago