You may have noticed a big change to the Tiller Console recently! A fresh look, things moved around, and easier mobile access. This is a starting point, and not the finish line. Feel free to share your feedback and let us know what you love, what's not working, and what would make it better as we continue evolving this new version of Tiller.

The Console is centrally organized around your linked spreadsheets now with a left side navigation to help you quickly move throughout the Console with ease. When you select a linked spreadsheet you'll land on the Linked Accounts page for that spreadsheet.

Each spreadsheet now has its own Linked Accounts view so you can see and manage exactly which accounts are connected to that sheet. You can refresh accounts, manage links, and keep things organized without jumping around.

Note: "Refresh Accounts" still refreshes all of your connected accounts not just the ones linked to a specific spreadsheet. That's by design.

Better account search and sorting. You can now search your connected accounts by criteria such as the last four digits, account name, institution, aggregator, and more. Sort by most recently refreshed, or alphabetically. If you have many accounts, this will save you a lot of scrolling. The default is Oldest to Newest by Last Refresh, so those accounts that require a manual refresh always surface to the top of the list for easy access.

Mute accounts. Have a closed account you don’t want to delete or one that doesn’t refresh as frequently? You can now mute it. Muted accounts move to the bottom of your account list so they're out of the way without being fully removed. Easy to unmute anytime.

For access to all accounts connected to Tiller select the Accounts option from the left side menu.

You can access and customize Hello, Money from the left side navigation as well.

The profile menu including access to Subscription, Community, and Settings is now in the lower left corner of the Console.

Your transactions for Google Sheets serviced by Direct Fills are now viewable right from the browser, including from your mobile phone. Edits will write directly back to your sheet.

To access your transactions for a spreadsheet select the spreadsheet in the left side navigation and then choose the Transactions option.

The Transactions view requires that your Transactions sheet have an Account ID column. This column has been a default column in the Foundation Template for many years now so most sheets will have it. However, if you see an error indicating that the Account ID column is required see these steps.

You can edit transactions right in the Transactions view from the Tiller Console.

In the future we expect that you will be able to

Since the new Console has been designed with mobile in mind from the start you can add the Tiller Console as a "web app" so it appears on your home screen like any other app. This doesn't require you to download any app from the app store, it's just a couple clicks and you're done.

Use the guides below for Apple and Android phone to set up Tiller as a web app on your phone.

→ Add to your home screen on iOS | Add to your home screen on Android

We do not have a native iOS or Android app. This new mobile-in-mind Console gives us the foundation for what an native app might be in the future.

If you're wondering where things have moved, here's a quick reference.

Select a spreadsheet in the left side navigation and you'll see an Open Sheet button in the upper right of the page.

You can access the Refresh Accounts button to refresh all your connected institutions on the Linked Accounts page for a spreadsheet or from the Accounts page accessed via the left side navigation. It doesn't matter which option you choose to use, this will refresh all accounts you have connected to Tiller.

You can add new accounts from the Accounts page. Choose the Accounts option in the left side navigation then choose Add Account in the upper right corner of the page.

You'll see options to add via your default aggregator, track manually, or use the backup aggregator.

Use the Add Account button and choose Import & Track Manually. If you don't want to import a CSV for the manual account (you only want to track balances) you can exit when it gets to the import CSV step.

Click the pencil icon next to a manual account to update the balance or edit the name of a manual account.

Click the gear icon next to an institution and choose the "Edit credentials" option.

From the Accounts page you can click the dropdown menu next to Import CSV to review the CSV Import History.

You can run AutoCat from the Tranactions page for a linked spreadsheet. On desktop you'll see the Run AutoCat button has a down down menu option where you can access AutoCat settings and Run Rules on All. These extra AutoCat features are not accessible on mobile.

The features and information available from the "Settings" section for a spreadsheet in the old console as well as the activity log can be accessed via the gear icon in the upper right next to the Open Sheet button.

Select a spreadsheet's name in the left side navigation and click the gear icon in the upper right next to the Open Sheet button then choose Activity Logs.

Access from the gear icon in the upper right when a spreadsheet is selected.

Access from the gear icon in the upper right when a spreadsheet is selected.

The Data Cleanup tool will automatically launch when you unlink an individual account from a spreadsheet but you can also access from the gear icon in the upper right when a spreadsheet is selected.

Click the "create spreadsheet" button in the left side navigation to create a new spreadsheet and choose Google Sheets or Microsoft Excel.

Choose the Hello, Money option in the left side navigation to turn on/off or customize your Hello, Money daily email summary.

You can find the subscription option to access the customer billing portal from the profile menu in the lower left corner.

You can access settings such as whether balances should display, advanced security, secondary users, and spreadsheet access permissions from the profile menu in the lower left corner.

You'll see a banner at the top of your linked spreadsheets that are still using Sidebar Fills prompting you to upgrade.

This error will appear on the Transactions view on the Tiller Console when the Account ID column is missing or blank in the Transactions sheet. It's usually a hidden column by default in the Transactions sheet, but some older Google Sheets may not have this column.

To fix this error add a column called "Account ID" in your Transactions sheet. This column will fill going forward, but not retroactively. If you want to backfill the past/historical data you can filter the Transactions sheet by one account at a time and fill in the Account ID for each account using the data in the Balance History sheet.