Workflows

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

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47 articles in this collection
Written by Heather Phillips and Morgan Greene
Google Sheets Basics

Sharing and permissions in Google Sheets

Learn how to securely share your Tiller spreadsheet with other Google Accounts
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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.
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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.
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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
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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.
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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.
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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
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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.
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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.
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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.
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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
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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.
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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.
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Written by Heather Phillips
Updated over a week ago
Legacy / Feed Bot Upgrades

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

Learn more about the upcoming bank feeds upgrades.
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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.
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Written by Heather Phillips
Updated over a week ago

Upgrading your data feeds

Learn more about upgrading your data feeds version
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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.
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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
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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.
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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.
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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.
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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.
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Written by Heather Phillips
Updated over a week ago