Workflows

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

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

Written by Morgan Greene
Updated over a week ago

How to set up your Transactions sheet as an Excel Table

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

Written by Heather Phillips
Updated over a week ago

Migrate your financial data between spreadsheets

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

Written by Heather Phillips
Updated over a week ago

How to Rename a Tiller Spreadsheet

Learn how to rename your Tiller spreadsheets.

Written by Heather Phillips
Updated over a week ago

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

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

Written by Heather Phillips
Updated over a week ago

How to unlink or disconnect a spreadsheet from Tiller

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

Written by Heather Phillips
Updated over a week ago

Can I Archive My Tiller Powered Google Sheet

Learn how to create an archive of your Tiller spreadsheet.

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

Visualize Your Financial Data With a Pivot Table

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

Written by Heather Phillips
Updated this week

How to Track Cash

Learn how to track cash using Tiller finance spreadsheets.

Written by Heather Phillips
Updated over a week ago

How to Set Up Tiller When You Share Expenses

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

Written by Heather Phillips
Updated over a week ago

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

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

Written by Heather Phillips
Updated over a week ago

How to Use Tiller to Organize Your Finances for Tax Time

Learn how to use Tiller to make taxes easier.

Written by Heather Phillips
Updated over a week ago

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

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

Written by Heather Phillips
Updated this week

Multi-year Budgeting in the Tiller Foundation Template

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

Written by Heather Phillips
Updated this week

Sharing and permissions in Google Sheets

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

Written by Heather Phillips
Updated over a week ago

Filtering & Sorting Data in Google Sheets

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

Written by Heather Phillips
Updated over a week ago

Notification Settings for Changes in your Google Sheet

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

Written by Heather Phillips
Updated this week

Accessing Tiller Google Sheets on Your Google Drive

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

Written by Heather Phillips
Updated over a week ago

Reviewing Version History & Restoring a Google Sheet

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

Written by Heather Phillips
Updated over a week ago

How to uninstall a Google Sheets add-on

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

Written by Heather Phillips
Updated over a week ago

Adjust offline editing settings

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

Written by Heather Phillips
Updated over a week ago

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

Learn how to export your Google Sheet to other formats.

Written by Heather Phillips
Updated over a week ago

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

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

Written by Heather Phillips
Updated over a week ago

Copying Reports and Charts Between Sheets

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

Written by Heather Phillips
Updated over a week ago

How To Select All The Data In Your Google Sheet

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

Written by Heather Phillips
Updated over a week ago

Using Tiller on a mobile device

How to access your Tiller spreadsheets on your mobile phone.

Written by Heather Phillips
Updated over a week ago

How to use the Fill Handle to quickly fill in data

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

Written by Heather Phillips
Updated over a week ago

Create a Monthly Spending Pivot by Group

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

Written by Heather Phillips
Updated this week

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

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

Written by Heather Phillips
Updated over a week ago

Using Google Sheets QUERY to Visualize Your Spending

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

Written by Heather Phillips
Updated over a week ago

Helpful Financial Google Sheets Functions & Formulas

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

Written by Heather Phillips
Updated over a week ago

Automatically Fill a Column with a Formula

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

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

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 Mint.com Transaction Data into Google Sheets

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

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

How to open an incognito browser session

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

Written by Heather Phillips
Updated over a week ago

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

Learn more about the upcoming bank feeds upgrades.

Written by Heather Phillips
Updated this week

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

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

Written by Heather Phillips
Updated over a week ago

Upgrading your data feeds

Learn more about upgrading your data feeds version

Written by Heather Phillips
Updated over a week ago

Transitioning from Feed Bot to Tiller Money 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.

Written by Heather Phillips
Updated over a week ago

Using the Tiller Migration Helper add-on

Learn more about the Tiller Migration Helper add-on

Written by Heather Phillips
Updated over a week ago

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

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

Written by Heather Phillips
Updated over a week ago

Transitioning off Feed Bot & Upgrading Bank Feeds

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

Written by Heather Phillips
Updated this week

Automate your Legacy to YSL migration data clean up

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

Written by Heather Phillips
Updated over a week ago

Use the Tiller Migration Helper to migrate data from another sheet

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

Written by Heather Phillips
Updated over a week ago