Customizing and Optimizing Your Spreadsheet

Learn how to customize your Tiller-powered spreadsheets

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27 articles in this collection
Written by Heather Phillips
All About Categories

Tiller's Philosophy About Categories

Review the Tiller philosophy about categories and why we don't automatically assign them for you.
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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.
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Written by Heather Phillips
Updated over a week ago

Getting Started with AutoCat

The beginners guide to using Tiller's automatic categorization tool.
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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.
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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.
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Written by Heather Phillips
Updated over a week ago

How AutoCat Works

Learn all about the AutoCat Google Sheets Add-on
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Written by Heather Phillips
Updated over a week ago

AutoCat Troubleshooting Basics

Learn how to fix various issues you might encounter with AutoCat.
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Written by Heather Phillips
Updated over a week ago

How to Quickly Categorize Transactions

Learn how to quickly categorize groups of transactions.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Written by Heather Phillips
Updated over a week ago