If you would like to use Tiller’s automated data feed in an existing Excel workbook you can open the add-in in that workbook, and link it to your Tiller Console, but you will likely need to adapt your existing workbook for Tiller’s data feed.
To get started with Tiller for Excel in an existing workbook
Open the Excel workbook
Make sure you don’t already have existing sheets called “Transactions” or “Balance History". If you already have a sheet named either of these, please rename the existing sheets
Open the Data ribbon at the top of Excel
Click Tiller Money Feeds on the far right
Click Sign in to Tiller to sign in and authenticate with the account you used to subscribe to Tiller
Click Link Workbook to connect the Excel workbook to Tiller
Toggle on any accounts you'd like to have fill data into the workbook then click Confirm
If data isn't automatically filled into your workbook, click Fill Available Updates at the top of the Tiller Money Feeds add-in sidebar to pull in your transaction and balance data for the accounts you linked to the workbook. This will also create the Transactions, Balance History, and Categories sheets in the workbook.
From here you can modify your existing workbook to leverage the data from the Transactions and Balance History sheets.
The Transactions, Balance History and Categories sheets must remain named as they are, and the column headers on these sheets must remain intact in order for the data feed to work.
Troubleshooting
Error: Transactions sheet not found
You may see this error when linking your existing workbook to Tiller Money Feeds for the first time. Click OK and a Transactions sheet (along with Balance History and Categories sheets) will be created when you fill your workbook for the first time.
