Tiller

Heather Phillips

Morgan Greene

Content to help you get to the most of your Tiller-money powered spreadsheets

Workflows

These steps can be used when you want to add a worksheet to your existing Tiller-powered workbook.

How to move a new worksheet into your Tiller-powered Excel workbook

Learn how to filter and sort your financial data on your Transactions sheet.

Filtering & Sorting Data in Excel Sheets

Learn how to turn your Transactions sheet into an Excel Table in Microsoft Excel.

How to set up your Transactions sheet as an Excel Table

Learn how to transition your bank data from one spreadsheet to another

Migrate your financial data between spreadsheets

Learn how to rename your Tiller spreadsheets.

How to Rename a Tiller Spreadsheet

Discover options for managing your Tiller spreadsheet if you've reached the Google Sheets data limit.

What Should I Do If I've Reached the Google Sheets Data Limit?

Learn how to remove the connection between Tiller and a spreadsheet.

How to unlink or disconnect a spreadsheet from Tiller

Learn how to create an archive of your Tiller spreadsheet.

Can I Archive My Tiller Powered Google Sheet

Learn about data limits for Tiller-powered spreadsheets.

Tiller Spreadsheet Data Limits

Spreadsheet Basics

Learn how to create a pivot table from your transaction data to visualize your monthly spending across categories.

Visualize Your Financial Data With a Pivot Table

Learn how to track cash using Tiller finance spreadsheets.

How to Track Cash

Learn how to set up Tiller to track and manage shared expenses with someone else.

How to Set Up Tiller When You Share Expenses

Learn how to create a pivot table by year for easy tax reporting.

How to Generate a Yearly Pivot Table for Easy Tax Time Reporting

Learn how to use Tiller to make taxes easier.

How to Use Tiller to Organize Your Finances for Tax Time

Learn more about what to do to your budget spreadsheet to prepare for the new year.

How do I get my budget ready for the new year?

Learn how to set up your Foundation Template for multi-year budgeting

Multi-year Budgeting in the Tiller Foundation Template

Personal Finance

Learn how to securely share your Tiller spreadsheet with other Google Accounts

Sharing and permissions in Google Sheets

Filtering & Sorting Data in Google Sheets

Learn how to set up notifications when changes are made to your finance spreadsheet.

Notification Settings for Changes in your Google Sheet

Learn how to access your Tiller-powered Google Sheet directly from your Google Drive

Accessing Tiller Google Sheets on Your Google Drive

Learn how to review the Version History and restore a to a previous version for a Google Sheet.

Reviewing Version History & Restoring a Google Sheet

Learn how to remove an add-on from your add-ons menu in Google Sheets.

How to uninstall a Google Sheets add-on

Learn how to turn on or off Google Docs offline editing settings

Adjust offline editing settings

Learn how to export your Google Sheet to other formats.

How to download your Google Sheet as a CSV or Excel file

Learn how to copy financial reports and sheets between Google Sheets.

How to copy a sheet (tab) to another Google Sheet

Learn how to reuse your finance reports and charts across multiple Google Sheets.

Copying Reports and Charts Between Sheets

Select all the data in any of your sheets in a Google Sheet

How To Select All The Data In Your Google Sheet

How to access your Tiller spreadsheets on your mobile phone.

Using Tiller on a mobile device

Learn how to quickly fill the cells in a column or row with the same data.

How to use the Fill Handle to quickly fill in data

Google Sheets Basics

Learn how to quickly add a pivot table that shows your monthly spending organized by group.

Create a Monthly Spending Pivot by Group

How to connect the Feeds add-on to your own Google Sheet template.

Connecting Your Existing Google Sheets template to the Tiller Money Feeds add-on

Learn how to use QUERY in Google Sheets to build custom spending reports.

Using Google Sheets QUERY to Visualize Your Spending

Resources on built in Google Sheets functions and formulas for building your own custom financial reporting dashboards.

Helpful Financial Google Sheets Functions & Formulas

Use Google Sheets ArrayFormula to automatically fill a custom column in your Transactions sheet.

Automatically Fill a Column with a Formula

Google Sheets Advanced

Learn how to get your historical bank data from Quicken into Tiller.

Importing your Quicken Data Into Tiller

Step by step guide for getting your budget out of YNAB and into Tiller.

How to Get Your YNAB Data into Your Tiller Spreadsheet

Quick and easy steps to get your Mint.com data into a spreadsheet.

Importing Your Mint.com Transaction Data into Google Sheets

Learn how to quickly and easily get your historical data out of Personal Capital and into a Tiller spreadsheet.

Import Personal Capital Data Into Your Tiller Spreadsheet

Working with Manual Data

Review steps for using an incognito or private browsing session in various browsers.

How to open an incognito browser session

Troubleshooting

Learn more about the upcoming bank feeds upgrades.

Data feed & fill service upgrade required for long-time customers in 2022

Considerations for switching to the Tiller Money Feeds add-on.

What's the Difference between Feed Bot and Tiller Money Feeds?

Learn more about upgrading your data feeds version

Upgrading your data feeds

A guide for if you've always been on the new ("ysl") version of our data feeds and need to transition out of your Feed Bot sheet.

Transitioning from Feed Bot to Tiller Money Feeds

Learn more about the Tiller Migration Helper add-on

Using the Tiller Migration Helper add-on

Learn more about our plans to decommission the Envelope Budget add-on, Tiller Budget template, and AutoCat for Feed Bot.

End of Life for Envelope/Tiller Budget Template and Add-on

How to upgrade to Tiller Money Feeds when your bank data feeds get upgraded.

Transitioning off Feed Bot & Upgrading Bank Feeds

Learn more about the Tiller Migration Helper add-on's legacy > ysl migration features.

Automate your Legacy to YSL migration data clean up

Learn how to use the Migration Helper add-on to migrate data from one sheet to another.