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 over a week ago

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