Tiller

Learn how to create a pivot table from your transaction data to visualize your monthly spending across categories.

Visualize Your Financial Data With a Pivot Table

Learn how to track cash using Tiller finance spreadsheets.

How to Track Cash

Learn how to set up Tiller to track and manage shared expenses with someone else.

How to Set Up Tiller When You Share Expenses

Learn how to create a pivot table by year for easy tax reporting.

How to Generate a Yearly Pivot Table for Easy Tax Time Reporting

Learn how to use Tiller to make taxes easier.

How to Use Tiller to Organize Your Finances for Tax Time

Steps to roll over your budget, reset categories, and set up your Tiller spreadsheet for a fresh new financial year.

How do I get my budget ready for the new year?

Learn how to set up and manage your budget in the Tiller Foundation template for Google Sheets.

Budgeting in the Tiller Foundation Template

Learn how to set up your Foundation Template for multi-year budgeting

Multi-year Budgeting in the Tiller Foundation Template

Learn about the Spending Trends Sheet in the Foundation Template

Using the Spending Trends Sheet

Learn about the Debt Payoff Planner and how to use it to get out of debt.

How to use Tiller to get out of Debt

Track your progress towards savings goals with this template

How to use Tiller to track your savings goals

Learn about the Insights sheet in the Tiller Foundation template for Google Sheets.

Using the Insights Sheet

Add a spouse, partner, or accountant as a secondary user so they can access the Tiller console and linked accounts.

Add a secondary user

Heather Phillips

Morgan Greene

Personal Finance

Tiller Community

Tiller Console

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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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