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Getting The Most From Tiller - Webinar Series

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Create your workspace and invite the people you work with.

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Getting Started with Tiller

Get Started in 3 Easy Steps

Tiller Foundations Guide

What is Tiller and how does it work?

How to use Tiller for a Small Business

Most Common Questions When Getting Started With Tiller

Should I use Tiller for Google Sheets or Microsoft Excel?

What is the Tiller Foundation Template?

All About the New Tiller Console

Getting Started Basics

Migrate your financial data between spreadsheets

How to Rename a Tiller Spreadsheet

How to unlink or disconnect a spreadsheet from Tiller

Using Tiller on a mobile device

Using the Simple P&L Template

A Beginner's Guide to Spreadsheets

Spreadsheet Basics

Transitioning from Mint to Tiller

Transitioning from Money in Excel to Tiller

Importing your Quicken Data Into Tiller

How to Get Your YNAB Data into Your Tiller Spreadsheet

Import Personal Capital Data Into Your Tiller Spreadsheet

Switching to Tiller

Google Sheets Guide

Understanding Tiller's Google Sheets add-ons

Direct Fills for Google Sheets

Direct Fills vs Sidebar Fills

Advanced Security for Tiller's Google Sheets spreadsheet access

Getting Started with Tiller for Google Sheets

Using the Tiller Money Feeds Add-on for Google Sheets

Tiller for Google Sheets FAQ

What are Tiller Community Solutions/Templates?

Upgrading from Sidebar Fills to Direct Fills

Is My Financial Data Secure and Private on Google Drive?

Connecting Your Existing Google Sheets template to Tiller

Setup & Basics

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

Sharing and permissions in Google Sheets

Filtering & Sorting Data in Google Sheets

Notification Settings for Changes in your Google Sheet

Accessing Tiller Google Sheets on Your Google Drive

Reviewing Version History & Restoring a Google Sheet

How to uninstall a Google Sheets add-on

Adjust offline editing settings

How to download your Google Sheet as a different file type

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

Copying Reports and Charts Between Sheets

How To Select All The Data In Your Google Sheet

How to use the Fill Handle to quickly fill in data

Managing Your Sheet

Create a Monthly Spending Pivot by Group

Using Google Sheets QUERY to Visualize Your Spending

Helpful Financial Google Sheets Functions & Formulas

Automatically Fill a Column with a Formula

Advanced Formulas & Reports

Tiller for Google Sheets Troubleshooting

Troubleshooting

Microsoft Excel Guide

Getting Started with Tiller for Microsoft Excel

Using the Tiller Money Feeds add-in for Microsoft Excel

Tiller for Microsoft Excel FAQ

Uploading an existing linked Tiller-powered Excel Workbook to OneDrive

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

Filtering & Sorting Data in Microsoft Excel Workbooks

How to set up a sheet as an Excel Table

Connecting Your Existing Microsoft Excel Workbook to the Tiller Money Feeds add-in

Managing Your Workbook

Tiller for Microsoft Excel Troubleshooting

Transactions

How often is new data added to my Tiller-powered spreadsheet

Using the Manual Transaction tool in Tiller Money Feeds

Transactions Sheet Columns

Automate Splitting Transactions

Editing the Transactions Sheet

How to Manually Import Your Bank Data

Manually Add Data to Your Tiller Spreadsheet

Add Year Data to Your Tiller Spreadsheet

Add a Type column to the Transactions Sheet

How to Manually Add Month Data

How to Manually Add Week Data

Add a Group column to the Transactions Sheet

Automatically import bank CSVs into Tiller

How to import transaction history from another tool

Basics

Troubleshooting missing transactions

What Should I Do if I See Duplicate Transactions in my Sheet?

Balances

Reviewing Balances & Customizing Accounts

Tracking balances for manual accounts

Understanding the Balance History Sheet

What should I do if my account balance data is incorrect or not updating?

Updating your Balance History sheet to use Account ID

Connected Accounts

Tiller Supported Financial Institutions and Accounts

How to Remove an Account or Institution Connected to Tiller

Supported Currencies and Date Formats

How to Rename an Account Connected to Tiller

Editing Connected Institutions

Link or unlink an account to an existing spreadsheet

How can I remove account data for an unlinked or closed account?

Updating open banking enabled connections

Using the Data Cleanup Workflow for Google Sheets

Changing Aggregators and Cleaning Up Data

Financial Connections Error Troubleshooting Guide

What should I do about a missing account?

Using the Institution Alert Dashboard

Expectations around data feed disconnections and outages

What if I am Having Issues Adding A Financial Institution?

How to handle duplicated accounts in my spreadsheet

Topic	Link	Resources
Foundations (Console, adding accounts)	Click to register	Recording Foundations Guide Console Aggregators
Categorization	Click to register	Recording Categorizing transactions AutoCat AI Suggest New Year Budget
Understanding the Foundation Template	Click to register	Recording Foundations Guide Foundation Template Budgeting in the Foundation Template Spending Trends
Budgeting, Debt Payoff, and Savings Goals	Click to register	Recording Budgeting Styles Creating a Budget Community Discussions

Getting The Most From Tiller - Webinar Series

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