You can connect an existing Google Sheet to your Tiller account to automate your bank data to the spreadsheet. Goodbye CSVs!
Formatting Your Sheet
Before connecting your sheet, please read through the following formatting requirements:
If your Google Sheet already has a sheet called “Transactions”, Tiller will be able to feed data to any supported columns. If it doesn't have a Transactions sheet, create a tab named Transactions and add the columns you want to see filled.
If your Google Sheet already has a sheet called “Balance History” Tiller will be able to feed data to any supported columns. If it does not have a Balance History sheet create a tab named Balance History and add the columns you want to see filled.
Be sure to use the supported columns reference for the header key words that are required in row 1.
‼️ IMPORTANT: Add the Tiller.HiddenMeta data tab to your Google Sheet (template here) and make sure to rename the tab exactly Tiller.HiddenMetadata - Hide the tab. Do not edit or add any data to this tab. It's necessary for the fills to work.
You may need to modify your existing dashboards or analysis sheets to work with the core sheets that Tiller can fill. The sheet names and headers are reserved for Tiller’s feeds to work.
Review our Builder's reference for more information how best to build templates for Tiller for Google Sheets. Consider sharing your solution over on the Tiller Community. Learn more about sharing solutions.
Connecting Your Existing Google Sheet to Tiller
To connect an existing Google Sheet, you will need to enable Advanced Security from your settings page.
Once you toggle on Advanced Security, click "Create Spreadsheet" from the left side navigation bar and then click "Google Sheets".
In the next pop-up, select "Connect an existing Tiller sheet" and then select the Google Sheet you'd like to connect from the Google Drive pop-up.
From there, you will be prompted to select the accounts you would like to connect to the sheet and then the sheet will fill.