New! You can easily add a manual account and manage the balances for that account using from the Tiller Console. Note that manual accounts added on the Tiller Console will not appear in the Manual Accounts dropdown in Tiller Money Feeds > Manual Accounts feature at this time.
If Tiller can't connect to one of your institutions or pull in an account you can manually track the account's balance. If you need to also manually add transactions for this account you can add them manually to the Transactions sheet. 📖 Check out this guide for options.
Add/Manage Manual Accounts on the Console
You can now add and manage manual accounts from the Tiller Console. Adding manual accounts from the Tiller Console allows you to include the balance for these accounts in Hello, Money. Adding manual accounts from the Console also allows you to link the account to a spreadsheet and fill the data the same way you would any other account. This feature is not intended to be used with accounts that Tiller updates automatically.
You can still add and manage manual accounts directly from the Tiller Money Feeds sidebar, but these accounts will be local to that spreadsheet only. The updates you make in the sidebar do not sync back to the Console/Tiller’s database. See migration steps below if you want to migrate your existing manual accounts from your spreadsheet to the Console.
How to add a manual account
Scroll to the Manual Accounts section on the Tiller Console at https://my.tiller.com. The Manual Accounts section is below the Connected Account Summary.
Click “Add Account.”
Fill in the account details including name, account number, institution, class, type, balance date, and balance.
After filling in all the fields, click “Add Manual Account” and the new account will appear in the Manual Accounts section organized under the Institution you set for the account.
Link the Account to your sheet from the Tiller Money Feeds sidebar or by clicking the spreadsheet name in the Console and checking the box next to the account.
Fill your sheet using Tiller Money Feeds to fill in the manual account’s data.
(Optional) Toggle on the Account in Hello, Money (scroll down to the bottom of the Tiller Console to access Hello, Money customization settings). Note you may need to refresh the Console browser window for the manual account to show in Hello, Money customization area.
Updating the balance
Click on the “Edit” button next to a manual account
Choose the “Update Balance” option
Enter a balance date and balance
Click “Update Balance”
Fill your sheet to fill the updated balance
Removing a manual account
Click the “Edit” button next to the manual account
Choose the “Remove” option
Click the “Remove” button in the confirmation modal
Clear out any data in your spreadsheet manually
Renaming a manual account
Click the “Edit” button next to the manual account
Choose the “Rename” option
Enter a new name for the account
Fill your sheet to fill in the new name for new entries
Update your Accounts sheet if necessary to select the new name in column A
Update any prior entries if necessary in your spreadsheet. Renaming does not retroactively fix existing entries in your spreadsheet.
Adding transactions for manual accounts
When adding transactions for manual accounts that were created on the Tiller Console you will need to separately go to the Tiller Console to update the balance at this time. The "update balance history" option isn't available for these accounts yet.
For the time being manual transactions for manual accounts will still need to be added via Tiller Money Feeds sidebar > add transaction tool or via manual bulk import workflow.
Migrating manual accounts from a spreadsheet
This workflow will move the account to the Console, but it does not migrate all of your history. You can add historical/back dated records using the “Update balance” workflow or hang tight for new features coming in the next few months (hopefully) that will allow you to import that history via CSV.
Add a manual account on the Tiller Console using the steps above and fill the data into your spreadsheet
Open the Balance History sheet in your spreadsheet
Replace all instances of the old account ID for the manual account (it will be prepended with the word “manual” in the Account ID column) with the new Account ID for the account generated by Tiller when you created the account from the Console.
You can use the Find and Replace feature in Google Sheets to “Find” the old account ID and “Replace” with the new Account ID.
We recommend doing this first in the Balance History sheet and then in the Transactions sheet, but not to do it using the All Sheets option in the Find & Replace modal as this can break things in the Accounts sheet.
Known issues
The source column in Balance History says “Yodlee” instead of “Manual” in Microsoft Excel.
Adding manual accounts via Tiller Money Feeds
⚠️ For the best experience we recommend adding manual accounts from the Tiller Console from this point forward. Manual accounts added and updated via the Tiller Money Feeds sidebar are local to the spreadsheet where they are added, they will not flow into the Console.
Only non-automated account balances can be managed using the Manage Manual Accounts feature in Tiller Money Feeds.
Add a manual account
Launch the Tiller Money Feeds add-on from the Extensions menu at the top of your Google Sheet or Tiller Money Feeds add-in from the Data ribbon at the top of your Excel Sheet
Click Manage Manual Accounts
Select Add Manual Account… in the dropdown menu under “Select or add account” or if you don't have manual accounts added, the "Add option" will appear by default.
Enter an Account name, Account #, Institution, Class, and Type.
Enter the date for the Balance History entry. These can be past or future dates.
Enter the balance (as an absolute value, no negative sign needed for liabilities)
Click “Add Manual Account”
Tiller Money Feeds will confirm the account has been added and it should appear on your Balances sheet.
Update the Balance
Launch the Tiller Money Feeds add-on from the Extensions menu at the top of your Google Sheet or Tiller Money Feeds add-in from the Data ribbon at the top of your Excel Sheet
Click Manage Manual Accounts
Select the manual account from the dropdown menu under “Select or add account”
Enter the date for the Balance History entry.
Enter the balance (as an absolute value, no negative sign needed for liabilities)
Click “Update Balance”
FAQ for Google Sheets
Why isn't my manual account balance updating after I've added transactions for that account?
The manual balances are being updated via the Tiller Money Feeds add-on sidebar workflow rather than by data being added to the Transactions sheet. These data sources are separate, and not linked in any way. If you are also manually tracking transactions you'll need to update the balance of a manually tracked account via the Tiller Money Feeds add-on to reflect the new balance after you've added the transactions to the Transactions sheet.
Alternatively, you can use the Manual Transactions Tool in the Tiller Money Feeds add-on to add the manual transaction and check the option to have it update the balance for the associated manual account.
How can I delete a manual account?
To remove the account from the Balances and Accounts sheets, follow the steps in this guide for removing balance data (essentially, clear it out of Balance History). Note: After about 5 minutes the account will no longer appear in the Tiller Money Feeds add-on sidebar dropdown. The slight delay is due to caching in the add-on sidebar to improve performance of navigating in the sidebar.
What should I do if I was manually adding balance history lines for manual accounts prior to this feature being available in Tiller Money Feeds?
Add the manual account per the steps above and be sure to use the same name as you did when you originally added the manual balance history entries.
Open your Balance History sheet.
3. Select all the data in the sheet and turn on the filter.
4. Sort the sheet by the Account column.
5. Copy/paste the Account ID assigned by the Tiller Money Feeds add-on into the cells for all the prior manually added balance history entries for the non-automated account.
