Using Tiller with Microsoft Excel (Beta) | Tiller Help Center

Using Tiller with Microsoft Excel (Beta)

Resources for Tiller's Bank Feed Integration for Microsoft Excel 2016

15 articles in this collection
Written by Heather Phillips

Tiller for Microsoft Excel (Beta)

Learn more about Tiller's plans to provide direct bank data feeds to Microsoft Excel

Written by Heather Phillips
Updated over a week ago

Getting Started with Tiller for Excel (Beta)

Getting Started with Tiller for Excel (Beta)

Quickly get your bank transactions and balances automatically in an Excel workbook.

Written by Heather Phillips
Updated over a week ago

Installing the Tiller for Excel (Beta) Add-in

Learn how to install Tiller's add-in for Microsoft Excel.

Written by Heather Phillips
Updated over a week ago

Signing in to the Tiller Add-in for Excel

Learn more about signing in to the Tiller add-in for Excel.

Written by Heather Phillips
Updated over a week ago

Linking Excel Workbooks

Learn how to link an Excel workbook to the Tiller Console.

Written by Heather Phillips
Updated over a week ago

Link and Unlink Accounts to an Excel Workbook

Learn how to link and unlink accounts to an Excel workbook.

Written by Heather Phillips
Updated over a week ago

Updating an Excel Workbook with Bank Account Data

Learn how to update your Excel workbook automatically with bank data using the Tiller add-in for Excel.

Written by Heather Phillips
Updated over a week ago

More on Tiller for Excel (Beta)

Tiller for Excel (Beta) FAQ

Frequently asked questions about Tiller for Excel (Beta).

Written by Heather Phillips
Updated over a week ago

How do Data Refreshes Happen in Excel Workbooks?

Learn how Tiller updates your Excel workbooks with bank data.

Written by Heather Phillips
Updated over a week ago

How to Use the Tiller for Excel Add-in with Excel Online

Learn how to access your Tiller-powered Excel Workbooks via Excel Online.

Written by Heather Phillips
Updated over a week ago

Unlinking an Excel Workbook

Learn how to unlink an Excel workbook from the Console to remove the data feed connection.

Written by Heather Phillips
Updated over a week ago

Tiller for Excel (Beta) Spreadsheet Templates

Using the Tiller Money Tracker template for Excel

Learn about the Tiller Money Tracker template for Excel.

Written by Heather Phillips
Updated over a week ago

Create a budget with the Tiller Money Tracker for Excel

Learn how to set up a monthly budget for an entire year in the Tiller Money Tracker template for Excel.

Written by Heather Phillips
Updated over a week ago

Can I use Tiller for Excel in an Existing Workbook?

How to use Tiller's Excel add-in with an existing Excel workbook.

Written by Heather Phillips
Updated over a week ago

Can I use my existing Google Sheets template in Excel?

Learn about Google Sheets template support for Excel.

Written by Heather Phillips
Updated over a week ago