Get Started in 3 Easy Steps

Quickly make your financial spreadsheet dreams come true.

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Authenticating With Google

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

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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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Updating Your Subscription Payment Information

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

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Updating Email Communication Preferences

Learn how to opt out of Tiller communications

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Logging Out of Tiller

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

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How to Rename a Tiller Spreadsheet

Learn how to rename your Tiller spreadsheets.

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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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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.

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How To Cancel Your Subscription

Learn how to easily cancel your Tiller subscription.

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Tiller Supported Financial Institutions and Accounts

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

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How to Remove an Account or Institution Connected to Tiller

Learn more about removing institutions and financial account data.

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Supported Currencies

Learn about supported currencies from Tiller data bank feeds.

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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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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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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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Using the Institution Outage Dashboard

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

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What is Tiller and how does it work?

Learn more about Tiller and how it works.

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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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What kind of customer support does Tiller offer?

Learn about Tiller's helpful human support.

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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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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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What should I do about account errors or disconnections?

Learn how to troubleshoot account errors and disconnects.

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Why Isn't My Sheet Getting New Transactions?

Read more about possible causes and troubleshooting steps for missing transactions.

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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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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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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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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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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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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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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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Can I Delete Transactions?

Removing transactions from your finance spreadsheet template.

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Does Tiller Automatically Categorize Transactions?

Learn about automatic categorization options with Tiller

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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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Can I Have Recurring Transactions Automatically Categorized?

Learn about automatically categorizing recurring transactions.

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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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How can I get a refund for my Tiller subscription?

Learn more about how Tiller handles refunds for subscription charges.

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Does Tiller Support Pending Financial Data?

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

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August 2019 Product Updates and Changes

Learn about product changes released on August 26, 2019.

Written by Heather Phillips
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