Prerequisites
Started a free trial for Tiller
Connected one or more financial institutions or opted to manually track
If you haven't yet started a free trial or connected a financial institution check out our guide to Get Started in 3 Easy Steps. If you're having trouble connecting a financial institution, check out this guide.
Creating a Google Sheet
Your experience creating a Google Sheets may differ depending on your access to certain features. Read more here.
Connecting Tiller Money Feeds to your Foundation Template
Under Create a spreadsheet, click "Start with Google Sheets"
If this action does not open a separate browser tab with the Foundation Template that matches the steps below see these steps.
Click “Use template” in the upper right. This will create a copy of the sheet in your Google Drive for the default user in the browser.
If you get an infinitely spinning circle at this step, see the troubleshooting steps here.
If you do not see the "Add to sheets" button after creating a copy of the template it's likely because you already have the Tiller Money Feeds add-on installed. You should see a "Use" option instead from which you should be able to access "Launch" as per step 3 on the Install Help sheet.
Give this sheet a unique name. Edit the name in the upper left of the Google Sheet.
Click here to install the Tiller Money Feeds add-on from the Google Workspace Marketplace - this will open in a separate browser tab.
Authorize the add-on to run using the Google account you used to subscribe to Tiller.
If you signed up for Tiller with a Microsoft account, authorize the Tiller Money Feeds add-on to work with whichever Google account you use more frequently.
Return to your Foundation Template, it should still be open in a separate browser tab.
Click the Sign in button in the Tiller Money Feeds add-on sidebar. This will open a separate browser tab.
Sign in using your Tiller subscribed Google or Microsoft account.
If you get an error at this step about being logged into multiple accounts or a "bad request" error, review these troubleshooting steps.
Return to your Foundation Template, it should still be open in a separate browser tab.
Click "Get started" in the sidebar on the Welcome screen.
Click “Link sheet” to link the sheet to your Tiller Console.
Choose which accounts should feed this sheet by placing a check mark next to them and then click "Confirm"
The add-on should start updating your sheet with the latest transactions and current balances for any accounts you linked to this sheet.
Explore what's possible
The Foundation Template is a great starting point for budgeting and tracking, but if you have more specific needs or just want to explore what’s possible with Tiller we recommend checking out solutions built and supported by members of the Tiller Community. Some community-built templates for Google Sheets are available through the Templates feature of the Tiller Money Feeds add-on and many more also for easy install using the Tiller Community Solutions add-on .
You can also build your own reports, dashboards, and analysis sheets and share them in the Community