Tiller

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

Learn how to transition your bank data from one spreadsheet to another

Migrate your financial data between spreadsheets

Learn how to rename your Tiller spreadsheets.

How to Rename a Tiller Spreadsheet

Discover options for managing your Tiller spreadsheet if you've reached the Google Sheets data limit.

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

Learn how to remove the connection between Tiller and a spreadsheet.

How to unlink or disconnect a spreadsheet from Tiller

How to access your Tiller spreadsheets on your mobile phone.

Using Tiller on a mobile device

Heather Phillips

Morgan Greene

Spreadsheet Basics

Tiller Community

Tiller Console

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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