Tiller

Heather Phillips

Morgan Greene

Everything you need to know about using Microsoft Excel with Tiller. 

Microsoft Excel Guide

Quickly get your bank transactions and balances automatically in an Excel workbook.

Getting Started with Tiller for Microsoft Excel

Learn all about Tiller's add-in for Microsoft Excel

Using the Tiller Money Feeds add-in for Microsoft Excel

Learn how to migrate your Money in Excel data to the Tiller Foundation Template for Microsoft Excel

Transitioning from Money in Excel to Tiller

Frequently asked questions about Tiller for Microsoft Excel

Tiller for Microsoft Excel FAQ

Getting started with Tiller for Microsoft Excel. 

Setup & Basics

Learn how to move a workbook connect to Tiller to OneDrive

Uploading an existing linked Tiller-powered Excel Workbook to OneDrive

These steps can be used when you want to add a worksheet to your existing Tiller-powered workbook.

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

Learn how to filter and sort your financial data on your Transactions sheet.

Filtering & Sorting Data in Microsoft Excel Workbooks

Learn how to turn your Transactions sheet into an Excel Table in Microsoft Excel.

How to set up a sheet as an Excel Table

How to use Tiller's Excel add-in with an existing Excel workbook.

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

How to manage your settings and data in Microsoft Excel. 

Managing Your Workbook

Resolve common issues with Tiller for Microsoft Excel: add-in errors, missing data, fill problems, and more.

Tiller for Microsoft Excel Troubleshooting

Your troubleshooting guide for Microsoft Excel. 

Troubleshooting

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