Can I get data from more than 90 days ago?
Tiller can typically pull up to 90 days worth of data from most institutions, but this varies by institution. If you’d like to add more historical data to your sheet check out the guide below.
Can I manually add data to my spreadsheet?
Absolutely! Once you've connected at least one bank account to Tiller you'll be able to access our Google Sheets templates. If one of your accounts isn't supported you can manually add the transaction and balance data.
Why aren't my transactions automatically categorized?
We believe that manually categorizing transactions builds awareness around your spending. We also can’t assume to know the intent behind a purchase so we don’t auto categorize for you. However, we do have an automatic categorization tool called AutoCat that's available in our Google Sheets Add-on.
Which template is the best? Which one should I use?
We have a variety of templates for Google Sheets that serve different purposes depending on your financial situation and goals. We currently only have one template for Microsoft Excel.
I tried to add an account, but got an error. What should I do?
Account errors are common as you’re getting set up. Review this help article for specific troubleshooting steps related to account errors when trying to add an account.
My sheet stopped pulling in new transactions. What should I do?
If you’ve just added an account sometimes you’ll need you to answer additional security questions over the course of the few days after you added the account. If the data feed of transactions stops that could be for a number of reasons.
How often is data added to my Tiller spreadsheet?
Tiller updates your Google Sheets with your latest transactions and balances about once a day. However, there are some cases where you’ll notice a slight delay, such as waiting for a transaction to clear with your institution, or account errors that cause your connection to fail.
Can I combine the reports from one template into another one or switch to a different template?
Some of the reports in our Google Sheets templates can be easily combined, others are not compatible with each other.
How should I categorize transfers between accounts like transfers to a savings account?
We recommend using a transfer category type for both transactions that represent money moving between accounts.
Read more about using Transfer categories.
How should I categorize my debt payments?
If you're using our Debt Snowball Spreadsheet to help you pay off your debt, we have a workflow that documents how to categorize transactions associated with debt payments. Read more about debt category workflows for credit cards here and non-credit card workflows here.
How can I tag my spending?
You can use tags in addition to categories in your Tiller spreadsheets if you follow these steps to set up a tagging workflow in your sheet.
How can I split a transaction across multiple categories?
If you need to split a transaction to apply a portion of the amount to one category and the remainder to another use the Tiller Splitter add-on tool. Read more on splitting transactions here.
What is the Tiller add-on?
The Tiller add-on is a Google Sheets add-on that allows you to increase your productivity with Tiller. It makes some workflows more efficient, like categorizing transactions, and provides functionality for some templates, like creating budget dashboards in the Tiller Budget template. It comes pre-installed as a document add-on in some of our Google Sheets templates.