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Customizing and Optimizing Your Spreadsheet
Customizing and Optimizing Your Spreadsheet
Learn how to customize your Tiller-powered spreadsheets
27 articles in this collection
Written by
Heather Phillips
Core Sheet Basics
Understanding the Transactions Sheet
Learn more about editing the transactions sheet in your Tiller finance Google Sheets
Written by
Heather Phillips
Updated over a week ago
Understanding the Balance History Sheet
Learn more about the data in the balance history sheet that's available in all Tiller financial spreadsheet templates.
Written by
Heather Phillips
Updated over a week ago
Categorizing Transactions
More on categorizing transactions with Tiller spreadsheets
Written by
Heather Phillips
Updated over a week ago
Transactions Sheet Columns
Tiller finance sheets support a number of columns in the Transactions sheet.
Written by
Heather Phillips
Updated over a week ago
Tiller Spreadsheet Data Limits
Learn about data limits for Tiller-powered spreadsheets.
Written by
Heather Phillips
Updated over a week ago
Upgrading Your Accounts Sheet
Learn about Accounts sheet v2 and how to upgrade from v1.
Written by
Heather Phillips
Updated over a week ago
All About Categories
Tiller's Philosophy About Categories
Review the Tiller philosophy about categories and why we don't automatically assign them for you.
Written by
Heather Phillips
Updated over a week ago
Can I use subcategories with Tiller spreadsheets?
Learn how to set up subcategories within your Tiller finance spreadsheet.
Written by
Heather Phillips
Updated over a week ago
Getting Started with AutoCat
The beginners guide to using Tiller's automatic categorization tool.
Written by
Heather Phillips
Updated over a week ago
Installing the AutoCat sheet via the Tiller Add-on
Learn how to install Tiller's automatic categories tool.
Written by
Heather Phillips
Updated over a week ago
Using AutoCat to Automatically Categorize Transactions
Learn how to turn on the automatic run feature so AutoCat can categorize transactions for you in the background.
Written by
Heather Phillips
Updated over a week ago
How AutoCat Works
Learn all about the AutoCat Google Sheets Add-on
Written by
Heather Phillips
Updated over a week ago
AutoCat Troubleshooting Basics
Learn how to fix various issues you might encounter with AutoCat.
Written by
Heather Phillips
Updated this week
How to Quickly Categorize Transactions
Learn how to quickly categorize groups of transactions.
Written by
Heather Phillips
Updated over a week ago
Using the Transfer Category
Using transfer categories to manage payment transactions between accounts that are both linked to Tiller.
Written by
Heather Phillips
Updated over a week ago
Splitting Transactions Between Multiple Categories
Sometimes it's nice to break up a single transaction into multiple categories.
Written by
Heather Phillips
Updated over a week ago
Manual Data Workflows
Manually Add Data to Your Tiller Spreadsheet
Learn how to manually add historical data to your Tiller spreadsheets from other data sources.
Written by
Heather Phillips
Updated over a week ago
How to Manually Import Your Bank Data
Steps for manually adding historical or unsupported account data to your Tiller Google Sheets.
Written by
Heather Phillips
Updated over a week ago
Importing Your Mint.com Transaction Data into a Google Sheet Spreadsheet
Quick and easy steps to get your Mint.com data into a spreadsheet.
Written by
Heather Phillips
Updated over a week ago
How to Get Your YNAB Data into Your Tiller Spreadsheet
Step by step guide for getting your budget out of YNAB and into Tiller.
Written by
Heather Phillips
Updated over a week ago
Importing your Quicken Data Into Tiller
Learn how to get your historical bank data from Quicken into Tiller.
Written by
Heather Phillips
Updated over a week ago
Import Personal Capital Data Into Your Tiller Spreadsheet
Learn how to quickly and easily get your historical data out of Personal Capital and into a Tiller spreadsheet.
Written by
Heather Phillips
Updated over a week ago
Add Year Data to Your Tiller Spreadsheet
Learn how to add a "year" column to your transactions or balance history sheet.
Written by
Heather Phillips
Updated over a week ago
Add a Type column to the Transactions Sheet
Learn how you can display the category type alongside your other data in the Transactions sheet.
Written by
Heather Phillips
Updated over a week ago
How to Manually Add Month Data
Learn how to add historical month data for transactions your manually adding.
Written by
Heather Phillips
Updated over a week ago
How to Manually Add Week Data
Learn how to add historical week data for transactions your manually adding.
Written by
Heather Phillips
Updated over a week ago
Add a Group column to the Transactions Sheet
Learn how you can display the category group alongside your other data in the Transactions sheet.
Written by
Heather Phillips
Updated over a week ago