You can easily access your spreadsheet via our mobile sidekick for quick review of your transactions and balances as well as some basic transaction editing capabilities including categorizing transactions on the go.

First you must have at least one Google Sheet linked to Tiller in order to use the mobile sidekick.

You can access the mobile sidekick at https://my.tiller.com/mobile. From there you'll need to authenticate with Google Sheets to provide the proper permission to be able to read/write to the spreadsheet.

Once permission is granted you'll see a list of your Google Sheets linked to Tiller and you'll be able to click through to view/edit that spreadsheet.

Add this page to the home screen on your phone to quickly get to the mobile view of your spreadsheet.

The first tab will be the Balances tab where you can review the current balances and net worth for the accounts that are linked to the spreadsheet you selected.

Click on the Transactions tab (Dollar symbol) to view & edit transactions. Click on the "Uncategorized" badge to categorize a transaction or click the green "Categorize" button to open the quick categorization workflow.

You can use the other navigation controls on the Transactions page to navigate or filter transactions.

You can click on a transaction's description to edit other details about the Transaction.

Changes you make to the transactions will be automatically synced to the spreadsheet.

If you make changes in your spreadsheet and still have the mobile view open, you'll need to refresh the view. You can click the refresh view option at the top of the mobile page to refresh the view of your sheet.

This is an advanced user workflow. At this time, we will not support helping you get this set up beyond the instructions below.

This custom "Mobile dashboard" functionality allows you to add formulas that consolidate your mission critical personal-finance metrics into a mobile-friendly dashboard.

We've provided some example formulas that pull balances and budget values in columns A:E of the template in the template linked below. Some formulas will require a little attention to get them to work for your personal accounts and categories (e.g. you may not be able to change an account name in a description cell and have the formula also update… depending on the row).