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.

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46 articles in this collection
Written by Heather Phillips
Financial Feed Basics

Tiller Supported Financial Institutions and Accounts

Learn whether or not you can connect your account or institution to Tiller.
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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.
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Written by Heather Phillips
Updated over a week ago

Supported Currencies

Learn about supported currencies from Tiller data bank feeds.
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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.
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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.
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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.
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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.
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Written by Heather Phillips
Updated over a week ago

Expectations around data feed disconnections and outages

Learn more about what to expect when there is a data feed outage and when we communicate with Yodlee about it.
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Written by Heather Phillips
Updated over a week ago

Understanding Archived Accounts

Learn more about Archived Accounts on the Account Summary in the Console
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Written by Heather Phillips
Updated over a week ago

How to get rid of duplicated accounts in my spreadsheet

Learn how to deal with duplicate accounts appearing on the Balances sheet.
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Written by Heather Phillips
Updated over a week ago

Addressing Cookie settings errors when adding or refreshing accounts

If you're seeing a Cookie settings error when trying to add or refresh an account use these steps to fix this issue.
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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.
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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.
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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.
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Written by Heather Phillips
Updated over a week ago

Updating Email Communication Preferences

Learn how to opt out of Tiller communications
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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.
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Written by Heather Phillips
Updated over a week ago

Link Additional Accounts to an Existing Tiller Spreadsheet

You can easily link new accounts to an existing Tiller spreadsheet to automatically pull in more finance data.
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Written by Heather Phillips
Updated over a week ago

How to Rename a Tiller Spreadsheet

Learn how to rename your Tiller spreadsheets.
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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.
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Written by Heather Phillips
Updated over a week ago

Stop Feeding Data From An Account Into A Sheet

Learn how to stop the automatic data feed for an account into one of your Tiller spreadsheets.
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Written by Heather Phillips
Updated over a week ago

How To Cancel Your Subscription

Learn how to easily cancel your Tiller subscription.
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Written by Heather Phillips
Updated over a week ago

Tiller Console Account Summary Updates Spring 2020

Learn all about the improvements made to the Tiller Console Account Summary.
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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.
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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.
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Written by Heather Phillips
Updated over a week ago

What kind of customer support does Tiller Money offer?

Learn about Tiller Money's helpful human support.
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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.
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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.
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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.
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Written by Heather Phillips
Updated over a week ago

Troubleshooting missing transactions

Read more about possible causes and troubleshooting steps for missing transactions.
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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.
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Written by Heather Phillips
Updated over a week ago

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

Learn how to switch to a different email address for your Tiller Access.
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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.
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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.
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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.
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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.
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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.
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Written by Heather Phillips
Updated over a week ago

Can I Delete Transactions?

Removing transactions from your finance spreadsheet template.
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Written by Heather Phillips
Updated over a week ago

Does Tiller Automatically Categorize Transactions?

Learn about automatic categorization options with Tiller
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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.
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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
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Written by Heather Phillips
Updated over a week ago

Can I Have Recurring Transactions Automatically Categorized?

Learn about automatically categorizing recurring transactions.
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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.
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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.
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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.
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Written by Heather Phillips
Updated over a week ago

August 2019 Product Updates and Changes

Learn about product changes released on August 26, 2019.
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Written by Heather Phillips
Updated over a week ago